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.
Explore other automations
This playbook has been deprecated.
Explore Bardeen's playbook catalog for other automations or build your own.
Bardeen's innovative playbook leverages the power of OpenAI to summarize and document the essential details of new emails in your Coda workspace. Whether you're looking to maintain a concise archive of correspondences or track key communications for your sales prospects, this workflow ensures you never miss important information. It's particularly valuable for businesses aiming to capture email insights and streamline data sourcing without manual effort.
Here's how this workflow processes new emails and saves summaries to Coda:
Tired of drowning in a never-ending stream of emails and struggling to keep track of important information? We've got just the solution for you!
With this automation, you can say goodbye to manually extracting key details from emails. It seamlessly integrates with Coda, allowing you to effortlessly generate and save concise summaries of new emails.
This automation extracts crucial information like the date, sender, and even provides a handy link to the original email, all neatly stored in a Coda table. Optionally, you can set it to process only emails from a specific sender.
Whether you're a busy professional juggling multiple projects or someone looking to streamline personal email workflows, this automation is a game-changer. Take back control of your inbox, reduce time spent on email management, and focus on what truly matters.
Let’s set it up!
The first step is to set up a Coda table 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 Coda 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 Coda.
The left side consists of all the fields Bardeen will scrape for you. On the right side, specify the fields in Coda 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 Save labeled emails to Coda, including attachments stored on 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, Coda integrations, and OpenAI and Coda integrations.
You can also find more about how to increase your personal productivity and automate your data sourcing and research process.
.svg)
Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.
.svg)
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.
.svg)
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.
