Google MailOpenAIClickUp
Workflow 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.
The #1 free AI Automation extension for Chrome
Merge text
Action
Get summary of a text by OpenAI
Action
Convert to text
Action
Create ClickUp task
Action
Merge text
Action
Get summary of a text by OpenAI
Action
Convert to text
Action
Create ClickUp task
Action

How does this automation work?

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 Google Mail automation with Bardeen in minutes.

How to run the workflow

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 Google Mail 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
When email is starred
When email is starred
Trigger
Get ClickUp task URL
Get ClickUp task URL
Action
Get text corrected by OpenAI (English)
Get text corrected by OpenAI (English)
Action
Get ClickUp assignee from task
Get ClickUp assignee from task
Action
Get text corrected by OpenAI (German)
Get text corrected by OpenAI (German)
Action
Create draft email
Create draft email
Action
When ClickUp task is created
When ClickUp task is created
Trigger
When email is sent to my trigger address
When email is sent to my trigger address
Trigger
When label is added to email
When label is added to email
Trigger
Forward email
Forward email
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.

Google Mail
Google Mail
OpenAI
OpenAI
ClickUp
ClickUp
This is some text inside of a div block.
When email is received from sender (Argument: Sender)
Autobook Icon
Google Mail
Summarize and save new emails to ClickUp using OpenAI
OpenAI
Summarize and save new emails to ClickUp using OpenAI
ClickUp
Summarize and save new emails to ClickUp using OpenAI

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.

Bardeen automates your repetitive tasks without code.
Install the Chrome extension for free.

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.

Action Flow

Input

When running a Play- or Autobook you'll be asked for following information:

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

Discover more website data scraping possibilities with ready to use instant data scrapers, or learn how to scrape website data.

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Last update:
January 31, 2024
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