Summarize and save new emails to HubSpot using OpenAI

Steps:

Bardeen's playbook leverages OpenAI's capabilities to succinctly summarize your incoming emails and save them as tickets in HubSpot. This process helps prioritize your email outreach by creating actionable tickets that can be followed up systematically. This is particularly beneficial for sales and marketing professionals looking to optimize their email communication and convert more prospects into leads.

Here's how the playbook streamlines email management with HubSpot:

• Step 1: Monitor new emails - As soon as a new email arrives, the workflow initiates by identifying the subject and creating a merged text block to work with.
• Step 2: Merge email content - The playbook merges the subject and body of the email to prepare for summarization by OpenAI.
• Step 3: Summarize with OpenAI - Using OpenAI's advanced algorithms, a concise summary of the email is generated, highlighting the key points.
• Step 4: Process email sender information - The sender's details are converted into text format to be included in the HubSpot ticket.
• Step 5: Generate ticket subject - A summarized headline for the HubSpot ticket is created based on the email's content.
• Step 6: Create HubSpot ticket - A new ticket is created in HubSpot with the summarized information and sender details, ready for follow-up.

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.