Google Mail
OpenAI
Asana
Workflow Template

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

This Autobook will add a right-click menu item which automatically gets the currently open email thread, summarizes it and extracts the action items and adds them to the given Asana task.
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When I right-click on a website
Trigger
Find email thread from current page
Action
Get element from array
Action
List action items
Action
Merge text
Action
Create Asana task
Action

How does this automation work?

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.
Run this Google Mail automation with Bardeen in minutes.

How to run the workflow

We all know the feeling. You come back from a meeting or a call, and you have a ton of follow-up items. You start creating a to-do list in Asana manually, and by the time you finish, you realize half of the things on your list are not that urgent. This playbook will help you get your follow-up items into Asana quickly and efficiently. It will analyze the currently open email thread in Gmail using OpenAI and create Asana tasks from the action items it recognizes. So you can focus on the things that matter. Let's set it up!


Step 1: Pin the playbook and integrate Gmail and Asana

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 and Asana.

Set up Asana Project


Step 2: Run the playbook to generate todos from Gmail to Asana

Press Option + B on Mac or Alt + B on a Window machine on your keyboard to launch Bardeen.

Run the playbook for an email thread in Gmail. It will create Asana tasks from the action items it recognizes.


Explore more integration alternatives for Google Mail integrations, OpenAI integrations, or the integration of both OpenAI and Google Mail or adapt the playbook to better suit your individualized workflow preferences.

Also, find supplementary alternatives for Asana integrations or the integration of both OpenAI and Asana, or the integration of both Google Mail and Asana.

Discover more about the awesome product development integrations, sales and prospecting automations, and personal productivity automations available.

Run this Google Mail automation with Bardeen in minutes.

Available actions & triggers

Apps:
Generate Follow-up Items from currently open email in Asana, when I right-click
Generate Follow-up Items from currently open email in Asana, when I right-click
Generate Follow-up Items from currently open email in Asana, when I right-click
Types:
Both
Actions
Triggers
Create Asana task
Create Asana task
Action
Create explanation for a question by OpenAI
Create explanation for a question by OpenAI
Action
Rank items from criteria
Rank items from criteria
Action
Extract keywords from text
Extract keywords from text
Action
Analyze sentiment
Analyze sentiment
Action
When email is received
When email is received
Trigger
Reply to email
Reply to email
Action
Generate style-matching tweet
Generate style-matching tweet
Action
When email is starred
When email is starred
Trigger
Find emails
Find emails
Action
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FAQs

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

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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?

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