Google Mail
OpenAI
Jira
playbook Template

Generate a task list from the currently opened email thread and create Jira issues

This automation converts the currently open email thread into a task list, and creates a task in Jira with the email content. ‍

This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.

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How does this automation work?

Find email thread from current page
Action
Extract tasks from description
Action
Create Jira issue
Action

Bardeen's playbook for creating Jira issues from an email thread harnesses the power of OpenAI to turn conversations into actionable tasks. Professionals frequently manage their day-to-day activities through emails, which can often include vital tasks that are easily lost in the shuffle. This workflow automates the process of capturing those tasks and ensuring they are tracked in Jira for better project management and issue tracking.

Here's how this workflow translates your email threads into Jira tasks effortlessly:

  • Step 1: Identify the email thread - Bardeen locates the email thread that you have open in Gmail to extract the relevant content. Gmail is known for its robust management of emails and conversations.
  • Step 2: Generate task list with OpenAI - Using OpenAI's advanced NLP capabilities, the workflow analyzes the email body and extracts a list of tasks. OpenAI transforms unstructured email content into structured tasks.
  • Step 3: Create Jira issues - For each task identified, a corresponding Jira issue is created in the specified project. This step requires you to provide the Jira project in which the issues will be created. Jira is a popular tool for tracking development tasks and bugs.
Run this Google Mail automation with Bardeen in minutes.

How to run the playbook

Automating email sorting and task creation can save you time and streamline your workflow. Start by setting up an automation to generate a task list from an email label and creating a task in Jira. This way, you can easily track and manage tasks without manual input. Keep up the good work!

This automation converts the currently open email thread into a task list, and creates a task in Jira with the email content.

By automating your work and reducing the chance of mistakes, this bad boy can help you stay on top of things and boost 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 Jira if you haven't done so previously.

Bardeen will then prompt you to select the email label, enter the Jira 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 Jira and Gmail. Create the actions items within a few clicks.

Find more Google Mail automations, Jira automationsOpenAI automations, or edit the playbook to suit your own workflow.

Search for more integration opportunities with both Jira and Google Mail integrations, or both Jira and OpenAI integrations, or connect both both OpenAI and Google Mail integrations to better match your individualized workflow requirements.

Take a look at other product development integrations, and personal productivity automations developed by Bardeen.

Run this Google Mail automation with Bardeen in minutes.

Available actions & triggers

Apps:
Generate a task list from the currently opened email thread and create Jira issues
Generate a task list from the currently opened email thread and create Jira issues
Generate a task list from the currently opened email thread and create Jira issues
Types:
Both
Actions
Triggers
Find email thread from current page
Find email thread from current page
Action
Create song with OpenAI
Create song with OpenAI
Action
Generate joke from text
Generate joke from text
Action
Extract tasks from description
Extract tasks from description
Action
When email is starred
When email is starred
Trigger
Create question generated by OpenAI
Create question generated by OpenAI
Action
When label is added to email
When label is added to email
Trigger
Generate email from prompt
Generate email from prompt
Action
Update status of Jira issue
Update status of Jira issue
Action
List entities and types
List entities and types
Action
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FAQs

What if I don’t use a CRM for the technical handoff?

You can still run the playbook using email, task, and communication tools.

Can I customize the technical handoff report format?

Yes, you can choose where the report is saved or sent.

Is this lead management playbook useful for RevOps teams?

Yes, it helps RevOps teams keep lead data clean, track qualification, and ensure follow-up happens consistently.

Can I use this lead management playbook with LinkedIn Sales Navigator?

Yes, Bardeen can enrich leads using LinkedIn Sales Navigator.

How does this price monitoring playbook help with lead qualification?

Knowing how your pricing compares to competitors can help you qualify sales leads based on budget fit.

Does this daily/weekly report with lead qualification?

Yes. By analyzing call notes and CRM updates, Bardeen can surface which leads are progressing and which need more attention.

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