Create a ClickUp task and attach the current page as PDF using Google Drive, when I right-click

Bardeen no longer supports Autobooks & Playbooks. Learn more about the new Bardeen.
When I right-click on a website
Trigger
Get current page as PDF
Action
Upload file to Google Drive
Action
Create ClickUp task
Action
Open browser notification
Action
Steps:

Bardeen's innovative playbook can significantly enhance the task management process by capturing website content, storing it in Google Drive, and creating a corresponding task in ClickUp. This automated workflow is ideal for project managers, marketers, and developers who frequently gather online resources and need to store them as tasks for future reference, collaboration, or action items. The ability to trigger this process with a simple right-click streamlines productivity and ensures important information is captured and organized instantaneously.

Here's how this workflow operates:

  • Step 1: Right-click trigger - Initiate the workflow by right-clicking on any webpage to capture its content.
  • Step 2: Capture page as PDF - The current webpage is converted into a PDF document ready for upload.
  • Step 3: Upload to Google Drive - The PDF is then uploaded to a specified folder in Google Drive, ensuring your files are centralized and accessible.
  • Step 4: Create ClickUp task description - A task description is compiled by merging the necessary text to include the Google Drive file link.
  • Step 5: Create ClickUp task - A new task is created in ClickUp with the name and description provided, attaching the PDF from Google Drive.
  • Step 6: Confirmation notification - A browser notification confirms the task creation, providing a seamless feedback loop.

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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