Google Drive
Bardeen
OpenAI
ClickUp
Workflow 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.
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Merge text
Action
Generate text from model
Action
Create ClickUp task
Action

How does this automation work?

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 Google Drive automation with Bardeen in minutes.

How to run the workflow

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 Google Drive 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
When ClickUp task is created
When ClickUp task is created
Trigger
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Action
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Action
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When I right-click on a website
Trigger
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FAQs

Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?

You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.

Youtube: Can I download a Youtube video to my computer using Bardeen?

Unfortunately, Bardeen is not able to download videos to your computer.

Google Sheets: What is the best way to export data to Google Sheets?

Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.

Meetings: Is there a playbook to record and summarize meetings?

There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment

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Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.

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