Generate Follow-up Items from currently open email in Asana, when I right-click

Steps:

Streamlining task management through automation can dramatically improve productivity, especially when dealing with a high volume of emails. Bardeen's playbook allows you to quickly extract the key follow-up items from an open email and add them to Asana, enabling you to keep your project management tool up-to-date with minimal effort. This process ensures that nothing falls through the cracks and you can maintain a clear overview of your pending tasks directly from your inbox.

Here's how this workflow simplifies email follow-ups with Asana:

• Step 1: Right-click to start - Initiate the playbook with a simple right-click on the currently open email page.
• Step 2: Find email thread - Bardeen will find the email thread displayed on the current page using Gmail's capabilities to track conversations.
• Step 3: Extract action items - The body of the email is processed to extract action items, which might require follow-ups or tasks to be created.
• Step 4: Summarize with OpenAI - OpenAI is used to summarize the email and list the identified action items, ensuring that the most important tasks are captured.
• Step 5: Prepare task description - A descriptive text is generated, including the email follow-ups and action items, preparing it for entry into Asana.
• Step 6: Create Asana task - The prepared text is used to create a new task in Asana, where you can track and complete your follow-up items effectively.

The new Bardeen – Find leads no one else does:

With our new Bardeen version, you can easily extract data from any website and discover new leads across the web. After extracting data from a website, use Bardeen’s powerful automation tools to validate and enrich your data, run additional scrapers on linked pages, or leverage AI to qualify leads and generate content automatically. Once your data is ready, you can easily export it to CSV, Google Sheets, Airtable, or Notion for further analysis and reporting.