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.

Explore other automations
This playbook has been deprecated.
Explore Bardeen's playbook catalog for other automations or build your own.

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
Classify text
Classify text
Action
Get text corrected by OpenAI (English)
Get text corrected by OpenAI (English)
Action
Generate recruiting email
Generate recruiting email
Action
Generate question answer
Generate question answer
Action
Get text corrected by OpenAI (German)
Get text corrected by OpenAI (German)
Action
Extract table from text
Extract table from text
Action
Create question generated by OpenAI
Create question generated by OpenAI
Action
When ClickUp task is created
When ClickUp task is created
Trigger
Generate text from model
Generate text from model
Action
Correct grammar in text
Correct grammar in text
Action
how does bardeen work?

Your proactive teammate — doing the busywork to save you time

Integrate your apps and websites

Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.

Perform tasks & actions

Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.

Combine it all to create workflows

Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.

get bardeen

Don't just connect your apps, automate them.

200,000+ users and counting use Bardeen to eliminate repetitive tasks

Effortless setup
AI powered workflows
Free to use
The #1 AI Automation Extension for Chrome

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.

By clicking “Accept”, you agree to the storing of cookies. View our Privacy Policy for more information.