Generate task list from currently opened email thread and create ClickUp task for each item
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How does this automation work?
Bardeen integrates Gmail and ClickUp, powered by OpenAI, to automate the process of creating tasks from emails. With this playbook, you can generate a list of tasks from an email thread and create a task for each item in ClickUp, a productivity platform. This way, you won't miss out on any tasks mentioned in your emails and can effectively manage your work. It's a great tool to enhance your personal productivity and streamline your product development process.
Here is how this workflow works:
- Find email thread: The first step involves Gmail, a popular email service. Bardeen will find the email thread from the currently opened email page.
- Get summary of email: Bardeen uses OpenAI, an AI research and deployment company, to summarize the text in the email. This summary provides a concise overview of the email content.
- Extract tasks from email: Using OpenAI again, the playbook proceeds to extract a list of tasks from the email description. These tasks are what need to be accomplished.
- Merge text: Bardeen then merges the text from the previous steps. This step prepares the text for the task creation in ClickUp.
- Create ClickUp task: Finally, Bardeen creates a task in ClickUp for each item in the task list. The task list is associated with a specific list in ClickUp, which you will need to specify. ClickUp is a productivity platform that helps manage work and personal tasks in an intuitive environment.
How to run the playbook
Great job on considering automating your email sorting and task creation. This can definitely help you save time and streamline your workflow! You can start by setting up an automation to generate a task list from an email with a label, and then creating a task in ClickUp. With this setup, you'll be able to easily track and manage tasks without the need for manual input. Keep up the good work!
This automation converts the currently open email thread into a task list, and creates a task in ClickUp with the email content.
By freeing up time and reducing the risk of errors, this automation can help you stay on top of your tasks and improve your productivity.
Step 1: Set up the automation
Click the “Try it” button at the top of this page to get this Playbook saved.
You will be redirected to download the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Google Mail and ClickUp if you haven't done so previously.
Bardeen will then prompt you to select the email label, enter the ClickUp task list and the due date as well as assignee for the task.
Step 2: Try it!
Press Option + B on Mac or Alt + B on a Window machine on your keyboard to launch Bardeen.
Run the playbook on the email you want to save as action lists. No need to copy and paste info and switching between ClickUp and Gmail. Create the actions items within a few clicks.
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