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.
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.
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.
Find more OpenAI automations, ClickUp automations and Gmail automations or edit the playbook to suit your own workflow.