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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Generate text from model
Action
Create ClickUp task
Action
Steps:

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.

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