Summarize and save new emails to Google Sheets using OpenAI

This automation will use OpenAI to generate and save summaries of new emails to Google Sheets, including the date, sender, and link. Optionally, you can set it to process only emails from a specific sender.
Bardeen no longer supports Autobooks & Playbooks. Learn more about the new Bardeen.
When email received
Trigger
Get summary of a text by OpenAI
Action
Add data to sheet tab
Action
Steps:

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.

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.

How Bardeen integrates with your existing system:
With Bardeen, you can easily import and export data to spreadsheets or CSV files, then push it to your favorite CRM or outreach tool — like Salesforce, HubSpot, Pipedrive, Apollo.io, or any platform that supports CSV. Most tools offer built-in import options or third-party solutions, making integration seamless and keeping your workflow uninterrupted.
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