Summarize and save new emails to Google Sheets using OpenAI
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How does this automation work?
Bardeen's automation leverages OpenAI to conveniently summarize and organize your email information directly into Google Sheets. Perfect for busy professionals, this playbook allows you to track communications, ensuring you never miss out on important details. It's particularly useful for sales prospecting, marketing strategies, and data sourcing by keeping tabs on email interactions and summarizing them for easy review and follow-up.
Here's how this workflow simplifies email management:
- Step 1: Trigger on new email - When a new email arrives, the playbook activates, capturing the subject of the email to prepare for summarization.
- Step 2: Prepare summary request - The subject text from the email is formatted to send to OpenAI for summarization.
- Step 3: Generate summary with OpenAI - OpenAI processes the text to create a concise summary of the email's content.
- Step 4: Save to Google Sheets - The summarized text, along with the sender's details and a link to the email, is added to your specified Google Sheet for easy access and organization.
How to run the playbook
Are you tired of digging through an overflowing inbox, desperately searching for that one important email buried in a mountain of messages? We've got your back!
This automation is designed to bring order to your email chaos. You can have summaries of new emails automatically generated and saved directly to your trusty Google Sheets. No more wasting time deciphering lengthy emails or frantically trying to recall crucial details. Elevate your Google Sheets game with AI and ChatGPT.
The summaries capture all the essential information you need: the date, sender, and a convenient link to the original email. Plus, if you have a specific sender that requires your immediate attention, you can easily set the automation to prioritize their messages.
Whether you're a busy professional juggling multiple projects or an organized individual striving for email zen, this automation is a lifesaver. Say goodbye to email overwhelm and reclaim your productivity.
Let’s set it up!
Step 1: Set up the automation and integrate Gmail and Google Sheets
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 Google Sheets and Gmail.
Bardeen will then prompt you to enter a Google Sheet to save the email information. You can choose an existing sheet or create a new one.
Step 2: Turn on the automation to summarize and save new emails to Google Sheets using OpenAI
Make sure the automation is activated (toggled on).
💪 Pro Tip: Pair this automation with our other playbooks like Save links from labeled emails to Google Sheets 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.
You can also find more about automate your data sourcing and research process and gpt for sheets.
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FAQs
You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.
Unfortunately, Bardeen is not able to download videos to your computer.
Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.
There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment
Please follow the following steps to edit an action in a Playbook or Autobook.
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