Summarize and save new emails to ClickUp using OpenAI

Steps:

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.

The new Bardeen – Find leads no one else does:

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.