OpenAI
ClickUp
playbook Template

Generate summary and action items from meeting notes using OpenAI and create ClickUp task

This playbook will generate a summary and action items from meeting notes using OpenAI and create a ClickUp task.

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?

Generate text from model
Action
Create ClickUp task
Action

Imagine being able to automatically generate a summary and action items from your meeting notes, and then having those tasks created in your ClickUp task list. With Bardeen's integration with OpenAI and ClickUp, you can do just that. This automation not only saves you time but also ensures that important action items from meetings are not overlooked. Let's take a look at how this process works:

  1. Merge Text: First, we prepare a text prompt to be sent to OpenAI. This prompt instructs OpenAI to create a summary of the meeting notes and include action items.
  2. Generate Text with OpenAI: OpenAI, an AI research and deployment company, is used to generate a text summary and action items from the meeting notes using the prompt from the previous step.
  3. Create ClickUp Task: Finally, a task is created in ClickUp with the summary and action items generated by OpenAI. ClickUp is a productivity platform that allows you to manage your work and personal tasks in an intuitive environment. You will need to specify the list and task name for the new task.

With this workflow, you can ensure that all important information and action items from your meetings are captured and actioned upon, increasing productivity and efficiency in your work.

Run this ClickUp automation with Bardeen in minutes.

How to run the playbook

If you’re like most people, you probably dread having to go through meeting notes and trying to decipher what was said and what needs to be done. This automation will help you get through meeting notes quickly and efficiently by generating a summary and action items using OpenAI. It will also create a ClickUp task with the summary in the description.

Here’s how it works:

Step 1: Pin the playbook

First, click the 'Pin it' button at the top of this page to save this automation. 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 Drive and ClickUp.

To make the playbook work, enter your meeting notes as text. You can copy and paste the notes.

Step 2: Run the playbook

Run the playbook for your meeting notes

Bardeen will generate a summary and action items from the meeting notes, specify any unanswered questions and fix any grammar mistakes. It will also give action items to each person, based on the notes. Finally, it will create a ClickUp task and add the summary in the description.

Identify further integration options for ClickUp integrations, Google Drive integrations, and OpenAI integrations, or connect the combination of both ClickUp and Google Drive or customize the playbook to better align with your personalized workflow.

Also, seek out additional integration options for both Google Drive and OpenAI integrations or both ClickUp and OpenAI.

Learn more about the awesome personal productivity automations, product development integrations, and meeting automations solutions available.

Run this ClickUp automation with Bardeen in minutes.

Available actions & triggers

Apps:
Generate summary and action items from meeting notes using OpenAI and create ClickUp task
Generate summary and action items from meeting notes using OpenAI and create ClickUp task
Generate summary and action items from meeting notes using OpenAI and create ClickUp task
Types:
Both
Actions
Triggers
List action items
List action items
Action
Find ClickUp tasks
Find ClickUp tasks
Action
Generate recruiting email
Generate recruiting email
Action
Extract keywords from text
Extract keywords from text
Action
When ClickUp task is created
When ClickUp task is created
Trigger
Generate joke from text
Generate joke from text
Action
Get summary of a text by OpenAI
Get summary of a text by OpenAI
Action
Get answers about a paragraph from OpenAI
Get answers about a paragraph from OpenAI
Action
Get text corrected by OpenAI (German)
Get text corrected by OpenAI (German)
Action
List entities and types
List entities and types
Action
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