Google MailOpenAIClickUp
Workflow Template

Generate Follow-up Items from currently open email in ClickUp

This playbook will create a ClickUp task for each action item retrieved from the currently open email thread in Gmail using OpenAI.
The #1 free AI Automation extension for Chrome
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 ClickUp task
Action
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 ClickUp task
Action

How does this automation work?

Bardeen's Autobook for ClickUp transforms the way you manage email follow-ups. With a simple right-click on an open email, this workflow summarizes the content, identifies action items, and adds them directly to ClickUp. Perfect for personal productivity and product development, this tool allows you to turn conversation into actionable tasks effortlessly, streamlining project management and ensuring nothing slips through the cracks.

Here's how this workflow helps you capture follow-up items from an email:

  • Step 1: Right-click to start - Initiate the workflow with a right-click on any open email page to capture the email thread.
  • Step 2: Identify the email thread - Bardeen interfaces with Gmail to find and extract the currently open email thread for processing.
  • Step 3: Extract the email content - The body of the email is retrieved to identify the specific action items.
  • Step 4: Summarize with OpenAI - Using OpenAI, the email is summarized to list out the follow-up action items required.
  • Step 5: Prepare task description - The action items and email summary are merged into a comprehensive task description.
  • Step 6: Create ClickUp task - A new task is created in ClickUp with the prepared description, ready for action.
Run this Google Mail automation with Bardeen in minutes.

How to run the workflow

Do you struggle to keep track of all the tasks you need to do when you receive an email with a list of tasks? Do you find it difficult and time-consuming to switch to ClickUp and document each task? We understand that it can be challenging to ensure that you don't forget anything important.

This automation will help you by creating a ClickUp task for each action item retrieved from the currently open email thread in Gmail using OpenAI.


Step 1: Pin the playbook and integrate Gmail and ClickUps

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 ClickUp.

Bardeen will also ask you to provide a list in ClickUp where you want to save the action items.

ClickUp list selection


Step 2: Run the playbook

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 us OpenAI algorithm to summarize the email thread and distill the action items. It'll create ClickUp 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 ClickUp integrations or the integration of both OpenAI and ClickUp, or the integration of both Google Mail and ClickUp.

Discover more about the awesome product development integrations, sales and prospecting automations, marketing 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 ClickUp
Generate Follow-up Items from currently open email in ClickUp
Generate Follow-up Items from currently open email in ClickUp
Types:
Both
Actions
Triggers
Generate image from text
Generate image from text
Action
Get ClickUp task URL
Get ClickUp task URL
Action
Generate style-matching tweet
Generate style-matching tweet
Action
Create question generated by OpenAI
Create question generated by OpenAI
Action
When email is starred
When email is starred
Trigger
Create song with OpenAI
Create song with OpenAI
Action
Get summary of a text by OpenAI
Get summary of a text by OpenAI
Action
When email is received
When email is received
Trigger
Generate text from model
Generate text from model
Action
Forward email
Forward email
Action
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Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.

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.

Google Mail
Google Mail
OpenAI
OpenAI
ClickUp
ClickUp
This is some text inside of a div block.
When I right click
Autobook Icon
Google Mail
Generate Follow-up Items from currently open email in ClickUp
OpenAI
Generate Follow-up Items from currently open email in ClickUp
ClickUp
Generate Follow-up Items from currently open email in ClickUp

Generate Follow-up Items from currently open email in ClickUp

This playbook will create a ClickUp task for each action item retrieved from the currently open email thread in Gmail using OpenAI.

Bardeen automates your repetitive tasks without code.
Install the Chrome extension for free.

Do you struggle to keep track of all the tasks you need to do when you receive an email with a list of tasks? Do you find it difficult and time-consuming to switch to ClickUp and document each task? We understand that it can be challenging to ensure that you don't forget anything important.

This automation will help you by creating a ClickUp task for each action item retrieved from the currently open email thread in Gmail using OpenAI.


Step 1: Pin the playbook and integrate Gmail and ClickUps

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 ClickUp.

Bardeen will also ask you to provide a list in ClickUp where you want to save the action items.

ClickUp list selection


Step 2: Run the playbook

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 us OpenAI algorithm to summarize the email thread and distill the action items. It'll create ClickUp 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 ClickUp integrations or the integration of both OpenAI and ClickUp, or the integration of both Google Mail and ClickUp.

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

Action Flow

Input

When running a Play- or Autobook you'll be asked for following information:

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

Discover more website data scraping possibilities with ready to use instant data scrapers, or learn how to scrape website data.

Creator Avatar
Creator
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Last update:
January 31, 2024
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