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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:
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!
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.
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!
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.
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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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Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.
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Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.
You can still run the playbook using email, task, and communication tools.
Yes, you can choose where the report is saved or sent.
Yes, it helps RevOps teams keep lead data clean, track qualification, and ensure follow-up happens consistently.
Yes, Bardeen can enrich leads using LinkedIn Sales Navigator.
Knowing how your pricing compares to competitors can help you qualify sales leads based on budget fit.
Yes. By analyzing call notes and CRM updates, Bardeen can surface which leads are progressing and which need more attention.
