Generate Follow-up Items from currently open email in ClickUp

Steps:

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.

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.