Integrations used
Time saving
10 min
Action
Save
description
This Playbook will save emails with a specific label as ClickUp tasks, including attachments by uploading files to Dropbox and incorporating the link.
Saves at least
10 min
Save
labeled emails to ClickUp, including attachments stored on Dropbox
playbook Template
Save labeled emails to ClickUp, including attachments stored on Dropbox
This Playbook will save emails with a specific label as ClickUp tasks, including attachments by uploading files to Dropbox and incorporating the link.
This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.
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How does this automation work?
Find emails
Action
Upload file to Dropbox
Action
Create ClickUp task
Action
Integrating your email with task management and file storage systems can vastly improve your organizational efficiency. Bardeen's Playbook "Save labeled emails to ClickUp, including attachments stored on Dropbox" does exactly that by saving emails from Gmail with a specific label as ClickUp tasks and storing any attachments on Dropbox. This powerful workflow is designed for businesses looking to streamline their project management and document handling processes.
Here's how this workflow automates the process of transferring labeled emails to ClickUp tasks and storing attachments:
- Step 1: Find labeled emails - Bardeen starts by finding all emails in Gmail that are marked with a specific label, as defined by the user. This helps in identifying the important emails that need to be managed within ClickUp.
- Step 2: Upload attachments to Dropbox - Any attachments found in the labeled emails are then automatically uploaded to a designated Dropbox folder. This ensures that all files related to the task are centrally stored and accessible.
- Step 3: Merge email content - The content of the email is prepared for the task description by merging the email body with any additional information needed for the ClickUp task.
- Step 4: Create ClickUp task - Finally, a new task is created in ClickUp with the email's subject as the title, and the body merged in the previous step as the task description. The Dropbox link of the uploaded attachment is also included in the task for reference.
How to run the playbook
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!
Step 1: Pin the playbook and integrate ClickUp, Gmail and Google Drive
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.
Step 2: Run the playbook to
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.
Find more ClickUp integrations, Dropbox integrations or automate your ClickUp and Dropbox workflow, and integrate ClickUp and Gmail.
You can also find more about how to increase your personal productivity and automate your product development process.
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Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.
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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.