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Bardeen's playbook leverages OpenAI to effortlessly summarize new emails and save them into ClickUp. In today's fast-paced business environment, quickly distilling key information from emails and organizing them can be a game-changer for productivity and responsiveness. By automating the process of summarizing emails, you can ensure nothing critical slips through the cracks and have a clear overview of your inbox in ClickUp.
Here's how this workflow summarises new emails and saves them to ClickUp using OpenAI:
Looking for a way to streamline your email processing? This automation is the perfect solution! By leveraging the power of OpenAI, it generates and saves summaries of new emails to ClickUp, including the sender and email link.
This automation can be used to generate summaries of customer support emails, feedback emails, newsletters, and much more. You can even customize the automation to suit your specific needs, making it even more efficient. You can set it to process only emails from a specific sender.
Long emails can be a real pain to sift through, taking up valuable time and making it hard to find the important information. With this automation, you can say goodbye to the hassle of going through lengthy emails and hello to increased productivity!
So why waste time going through emails when you can use our automation to generate summaries of new emails to ClickUp? Try it today and start experiencing the benefits of increased efficiency and productivity!
Let’s set it up!
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.
Bardeen will also prompt you to integrate ClickUp and Gmail. Bardeen will also prompt you to enter a specific sender. If you enter a sender, only emails from that specific address will be summarized and saved as a ClickUp task.
Make sure the automation is activated (toggled on).
When you receive an email, the automation will capture the email, summarize it using OpenAI and create a ClickUp task with the information. It will also include the sender address and link to the email.
💪 Pro Tip: Pair this automation with our other playbooks like Save labeled emails to ClickUp, including attachments stored on Google Drive and Create ClickUp 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, ClickUp integrations, Gmail integrations ,OpenAI and ClickUp integrations , and ClickUp Gmail integrations.
You can also find more about how to increase your personal productivity and automate your sales and prospecting 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.
