You might be tired of feeling overwhelmed by your inbox and struggling to keep track of all your to-dos. We've got just the solution you need!
This automation will save emails with a specific label as ClickUp tasks, including attachments by uploading files to Dropbox and incorporating the link.
So, how can you use this automation to simplify your life? Well, let's say you're a freelancer who receives requests from multiple clients on a daily basis. With this automation, you can easily turn those emails into actionable tasks and keep track of everything in one place. Or maybe you're a marketer trying to manage multiple campaigns - this automation can help you stay organized and on top of all your tasks.
And the best part? By automating the email-to-task process, you can free up valuable time to focus on the things that matter most. No more wasting time manually transferring information from your inbox to your task list.
So, if you're ready to simplify your life and take control of your inbox, give this automation a try.
Let’s set it up!
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 ClickUp and Dropbox.
Click on the playbook card, and the setup flow will start. Bardeen will ask you to specify a ClickUp project for the emails, a Dropbox folder to store the email attachments, the email label that will trigger the automation and any assignees in ClickUp.
Click on “Save Input” and checkmark ClickUp, Gmail and Dropbox. This will save you time in the future, when you run the automation again.
You can edit Inputs later by hovering over the playbook.
Press Option + B on your keyboard to launch Bardeen. Click on the playbook card and run the playbook when you want to copy all emails with a specific label to ClickUp, while including the links to the attachments in the description.
You can also edit the playbook and add your next action to further customize the automation.
This playbook saves me hours when I’m sending out emails. It usually takes me 20 minutes to get the data and format it into an email. This playbook will help me go from my LinkedIn account to drafted email in 5 minutes!
This playbook saves me 60-90 minutes that I'd spend copy-pasting 20 new jobs details from LinkedIn daily - now it only takes me 5 minutes. Gamechanger!