Imagine a world where you no longer have to manually sift through meeting notes or web pages to identify action items and write follow-up emails. Well, with this automation, you can make this a reality! This powerful automation extracts the action items from any web page and automatically generates an email draft with the relevant information, ready to be sent.

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This automation is perfect for anyone who needs to stay on top of their tasks and follow up on action items from meetings, conversations, or web research. It saves you the time and hassle of writing an email from scratch, allowing you to quickly and efficiently follow up on important tasks.

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One of the key use cases for this automation is for quickly sending follow-up emails after a meeting. After a meeting, there are often many action items that need to be completed, and it can be challenging to keep track of them all. With this automation, you can quickly identify the action items and send follow-up emails to ensure that everything is on track.

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Other use cases for this automation include saving time and increasing productivity by automating the email drafting process, avoiding the risk of missing important action items, and streamlining communication with colleagues.

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Overall, this automation is a game-changer for anyone who wants to stay on top of their tasks and follow up on action items with ease. Say goodbye to the time-consuming and tedious process of manually writing follow-up emails and hello to a more efficient and productive workflow.

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Let’s set it up!

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Step 1: Pin the playbook and integrate Gmail

First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Gmail.

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Navigate to the page with the meeting notes, activate Bardeen (or hit OPTION + B on your keyboard) and click to run the playbook. Bardeen will ask you to specify the recipient’s name and email address.

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Click on “Save Input” and checkmark Gmail. You can edit Inputs later by hovering over the playbook. 

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Step 2: Run the playbook

Navigate to the page with the meeting notes, Press Option + B on your keyboard to launch Bardeen. 

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Click on the playbook card and run the playbook to quickly generate a follow up email based on the text. It will create a draft follow-up email based on the text on the page.

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You can also edit the playbook and add your next action to further customize the automation.

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Find more Gmail integrations, you can also find more about how to increase your personal productivity and streamline your meetings workflow.

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