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Google Mail
OpenAI
Airtable
playbook Template

Summarize and save new emails to Airtable using OpenAI

This automation will use OpenAI to generate and save summaries of new emails to Airtable, including the date, sender, and link. Optionally, you can set it to process only emails from a specific sender.

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?

When email received
Trigger
Get summary of a text by OpenAI
Action
Add data to Airtable
Action

Bardeen's Summarize and save new emails to Airtable using OpenAI automation takes the hassle out of managing your inbox. It's designed to keep you focused on what matters by summarizing new emails and saving them to Airtable. This means you can quickly glance at the gist of your emails without getting bogged down by details. This workflow is ideal for professionals who receive high volumes of email and need to prioritize their responses or for sales and marketing teams who need to track correspondence and follow-ups.

Here's how this workflow simplifies email management:

  • Step 1: Receive new emails - The workflow triggers when a new email is received, capturing the subject line and sender details.
  • Step 2: Prepare text for summarization - Bardeen concatenates the subject and body of the email to prepare the text for summarization by OpenAI.
  • Step 3: Summarize text with OpenAI - OpenAI processes the concatenated text to generate a concise summary. This step can also filter to process only emails from specified senders if needed.
  • Step 4: Save summary to Airtable - The summarized content, along with details like date and sender, is saved to an Airtable base. This creates a searchable database of your email summaries.
Run this Airtable automation with Bardeen in minutes.

How to run the playbook

Do you find yourself spending too much time sorting through emails, trying to find important information buried in lengthy messages? This automation is designed to streamline your email management process and save you valuable time.

With this automation, you can say goodbye to manually sorting emails. It seamlessly integrates with Airtable, allowing you to generate and save concise summaries of new emails automatically. No more sifting through endless threads or struggling to recall crucial details. The summaries include essential information such as the date, sender, and a convenient link to the original email. 

You can even customize the automation to process emails exclusively from a specific sender, eliminating the clutter and ensuring you never miss important messages.

Whether you're a busy professional drowning in a flood of emails or simply someone who wants to optimize their workflow, this automation will transform your email experience, making it more efficient and hassle-free. 

Let’s set it up!

Step 1: Set up an Airtable

The first step is to set up an Airtable with the fields you want to save.

Bardeen will get the subject line, summary, from address, date and link to the email for every new email that lands in your inbox.

Step 2: Set up the automation and integrate Airtable and Gmail

Click the “Try it” button at the top of this page to get this Autobook saved. If it’s your first time using Bardeen, you will be redirected to install the extension.

When you run it for the first time, you will be redirected to download the browser extension. If you haven't previously integrated Airtable and Gmail, you will need to do so.

Bardeen will ask for a database and an optional sender address. If you specify a sender address, only emails coming from that address will get summarized and saved. After you choose the database and optional sender, you will get a prompt to map the information to the fields in Airtable.

The left side consists of all the fields Bardeen will scrape for you. On the right side, specify the fields in Airtable that you want to associate with the information on the left. If you don’t want a piece of information, leave that field empty, and it will be skipped. That’s it!

Step 3: Run the automation to summarize and save new emails to Airtable using OpenAI

Make sure the automation is activated (toggled on).

💪 Pro Tip: Pair this automation with our other playbooks like Copy all emails from a timeframe to Airtable, saving all attachments in Google Drive and Create Asana task from the currently opened email to save time on manual tasks! 

You can also edit the playbook and add your next action to further customize the automation.

Find more OpenAI integrations, Airtable integrations, and OpenAI and Airtable integrations.

You can also find more about how to increase your personal productivity and automate your data sourcing and research process.

Run this Airtable automation with Bardeen in minutes.

Available actions & triggers

Apps:
Summarize and save new emails to Airtable using OpenAI
Summarize and save new emails to Airtable using OpenAI
Summarize and save new emails to Airtable using OpenAI
Types:
Both
Actions
Triggers
When label is added to email
When label is added to email
Trigger
Generate text from model
Generate text from model
Action
Extract tasks from description
Extract tasks from description
Action
Extract table from text
Extract table from text
Action
When email is sent to my trigger address
When email is sent to my trigger address
Trigger
Get text corrected by OpenAI (English)
Get text corrected by OpenAI (English)
Action
Get Airtable tables from base
Get Airtable tables from base
Action
Archive email
Archive email
Action
Add row to Airtable
Add row to Airtable
Action
Get text corrected by OpenAI (German)
Get text corrected by OpenAI (German)
Action
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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.

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