Integrations used
Saves at least
2 min
When
I right-click: Create a ClickUp task and attach the current page as PDF using Google Drive
playbook Template
Create a ClickUp task and attach the current page as PDF using Google Drive, when I right-click
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.
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How does this automation work?
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
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.
How to run the playbook
Explore the popular integrations of ClickUp and Google Drive. Also, search for more integration opportunities with Google Drive integrations and ClickUp integrations, or tailor the playbook to better suit your individual workflow needs.
Learn more about the awesome product development integrations, marketing automations, and personal productivity automations available.
how does bardeen work?
Your proactive teammate — doing the busywork to save you time
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Integrate your apps and websites
Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.
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Perform tasks & actions
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.
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Combine it all to create workflows
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.
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FAQs
Scraper: If I scrape LinkedIn profiles, will they see me checking their profile?
Yes. Since Bardeen lives on your browser, Playbooks like "Enrich Linkedin links from a Google Sheet" open the Linkedin profiles in the background and scrape their information. This happens from your currently opened Linkedin account, so people can see you've visited their profile.
Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?
Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.
Meetings: Is there a playbook to record and summarize meetings?
There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment
Youtube: Can I download a Youtube video to my computer using Bardeen?
Unfortunately, Bardeen is not able to download videos to your computer.
Tables: Is it possible to save data from a Table to a CSV file?
This is possible! Edit your automation and add the "Convert table to CSV" action on the end. You should get the CSV once you run the playbook.
Playbooks: My shared playbook is not updating, how can I share an updated version?
For your shared playbook to be updated, you need to unshare your playbook and share it again. This will generate a new link. To do this: 1) Edit the playbook. 2) Unshare it (click on share, then the “unshare” button) 3) Share it again