Integrations used
playbook Template
Create ClickUp task when label is added to an email
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 label is added to email
Trigger
Create ClickUp task
Action
Efficient task management can vastly improve productivity and ensure that no important work slips through the cracks. Bardeen's automation playbook allows you to create a ClickUp task directly from your Gmail, keeping your project management in sync with your communication channels. This workflow is ideal for product development and personal productivity, ensuring that actionable items from emails are promptly captured and addressed.
Here's how this workflow automates task creation in ClickUp from labeled emails in Gmail:
- Step 1: Email Label Trigger - As soon as a specific label is added to an email in Gmail, which is a signal that an action is required, Bardeen springs into action, ready to create a new task in ClickUp.
- Step 2: Create ClickUp Task - With the subject and body details of the labeled email, Bardeen creates a new task in your specified ClickUp list, ensuring that the task is logged in your project management tool for follow-up.
How to run the playbook
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
Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?
You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.
Youtube: Can I download a Youtube video to my computer using Bardeen?
Unfortunately, Bardeen is not able to download videos to your computer.
Google Sheets: What is the best way to export data to Google Sheets?
Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.
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
Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?
Please follow the following steps to edit an action in a Playbook or Autobook.
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.