OpenAI
Google Mail
Workflow Template

Get action items from the current page's content and compose a follow-up email draft

This automation extracts the action items from the current page content and uses them to compose an email draft that is ready to be sent.
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Get current page as HTML
Action
Convert html to text
Action
List action items
Action
Merge text
Action
Merge text
Action
Generate email from prompt
Action
Create draft email
Action

How does this automation work?

Bardeen streamlines your task management by extracting action items from any webpage and preparing a follow-up email draft. This automation is ideal for project managers, sales professionals, and anyone looking to ensure that all actionable points from a meeting or webpage are promptly addressed. By leveraging AI to recognize and compile these tasks, users can save time and enhance productivity.

Here's how this workflow simplifies turning web content into actionable tasks:

  • Step 1: Capture Current Page Content - Bardeen retrieves the HTML content of the page you are currently viewing.
  • Step 2: Convert HTML to Text - The HTML content is then converted into plain text, making it easier to analyze and extract information from.
  • Step 3: Identify Action Items - Utilizing OpenAI's capabilities, the tool lists the action items found within the text content of the current page.
  • Step 4: Merge Action Items into a List - The identified action items are merged into a cohesive list, formatted for clarity.
  • Step 5: Compose Email Content - An email draft is composed, including all extracted action items, ready to be reviewed and sent to the intended recipient.
  • Step 6: Generate Email Draft - OpenAI helps in generating an email draft from the merged list of action items.
  • Step 7: Create Email Draft in Gmail - Finally, a draft email is created in Gmail with the content generated in the previous steps, which you can then finalize and send.
Run this Google Mail automation with Bardeen in minutes.

How to run the workflow

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.

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.

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.

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.

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.

Let’s set it up!

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.

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.

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

Step 2: Run the playbook

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

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.

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

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

Run this Google Mail automation with Bardeen in minutes.

Available actions & triggers

Apps:
Get action items from the current page's content and compose a follow-up email draft
Get action items from the current page's content and compose a follow-up email draft
Get action items from the current page's content and compose a follow-up email draft
Types:
Both
Actions
Triggers
When email is starred
When email is starred
Trigger
Generate example schedule
Generate example schedule
Action
Generate essay from prompt
Generate essay from prompt
Action
Create draft email
Create draft email
Action
Correct grammar in text
Correct grammar in text
Action
Find emails
Find emails
Action
When email is received
When email is received
Trigger
Extract table from text
Extract table from text
Action
When email is sent to my trigger address
When email is sent to my trigger address
Trigger
Forward email
Forward email
Action
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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.

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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

Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?

Please follow the following steps to edit an action in a Playbook or Autobook.

Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?

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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