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Google Mail
OpenAI
ClickUp
playbook Template

Summarize and save new emails to ClickUp using OpenAI

This automation will use OpenAI to generate and save summaries of new emails to ClickUp, including the sender and email 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
Convert to text
Action
Get summary of a text by OpenAI
Action
Create ClickUp task
Action

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:

  • Step 1: Trigger on new email - When a new email is received, the subject and sender are extracted and prepared for a summary.
  • Step 2: Merge email content - The subject and body of the email are combined into a single text block, ready for summarization.
  • Step 3: Summarize with OpenAI - OpenAI creates a concise summary of the merged text, highlighting the email's essential content.
  • Step 4: Format email details - The sender's details and a subject prefix are formatted into a text string to be used in ClickUp.
  • Step 5: Create ClickUp task - A new ClickUp task is created with the email summary, sender's information, and a link to the email. This ensures that key information is actionable and easily accessible in your workflow.
Run this ClickUp automation with Bardeen in minutes.

How to run the playbook

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!

Step 1: Set up the automation and integrate ClickUp 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.

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.

Step 2: Run the automation to summarize and save new emails to ClickUp using OpenAI

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 integrationsGmail 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.

Run this ClickUp automation with Bardeen in minutes.

Available actions & triggers

Apps:
Summarize and save new emails to ClickUp using OpenAI
Summarize and save new emails to ClickUp using OpenAI
Summarize and save new emails to ClickUp using OpenAI
Types:
Both
Actions
Triggers
Generate essay from prompt
Generate essay from prompt
Action
Create explanation for a question by OpenAI
Create explanation for a question by OpenAI
Action
Get answers about a paragraph from OpenAI
Get answers about a paragraph from OpenAI
Action
Analyze sentiment
Analyze sentiment
Action
Create comment to ClickUp task
Create comment to ClickUp task
Action
Classify text
Classify text
Action
Update email labels
Update email labels
Action
Extract keywords from text
Extract keywords from text
Action
Generate style-matching tweet
Generate style-matching tweet
Action
Delete email
Delete email
Action
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FAQs

What if I don’t use a CRM for the technical handoff?

You can still run the playbook using email, task, and communication tools.

Can I customize the technical handoff report format?

Yes, you can choose where the report is saved or sent.

Is this lead management playbook useful for RevOps teams?

Yes, it helps RevOps teams keep lead data clean, track qualification, and ensure follow-up happens consistently.

Can I use this lead management playbook with LinkedIn Sales Navigator?

Yes, Bardeen can enrich leads using LinkedIn Sales Navigator.

How does this price monitoring playbook help with lead qualification?

Knowing how your pricing compares to competitors can help you qualify sales leads based on budget fit.

Does this daily/weekly report with lead qualification?

Yes. By analyzing call notes and CRM updates, Bardeen can surface which leads are progressing and which need more attention.

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