Save labeled emails to ClickUp, including attachments stored on Google Drive

Steps:

Automating task management can greatly enhance personal productivity and streamline product development processes. The Bardeen workflow described here connects Gmail to ClickUp, ensuring that emails labeled for specific projects or topics are converted into actionable tasks, including their attachments which are neatly stored in Google Drive. For teams using ClickUp, this means no email will slip through the cracks, and all necessary information is conveniently located within the task management tool.

Here's how this workflow turns labeled emails into ClickUp tasks:

• Step 1: Find labeled emails - Bardeen searches through Gmail for emails with a specified label, allowing you to target emails relevant to your project or workflow.
• Step 2: Upload attachments to Google Drive - Any attachments found in the labeled emails are automatically uploaded to a designated Google Drive folder. Google Drive serves as a secure repository for all your attachments, easily accessible for future reference.
• Step 3: Merge email content - The body of the email is then prepped, with any necessary text concatenation performed to ensure the information is formatted correctly for the next step.
• Step 4: Create ClickUp task - A new task is created in ClickUp with the email subject as the task name. The content merged in the previous step, along with links to the attachments in Google Drive, are included in the task details.

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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.