Summarize text in a PDF file attached to an email and save to a Google Doc, when label is added in Gmail

Eager to optimize your email workflow? Our playbook offers a seamless solution. It automatically summarizes emails featuring PDF files or image attachments upon the addition of a specific label. Following this, it compiles the summarized information into a detailed Google Doc.

Manually summarizing emails with attachments can prove tedious and error-prone. With our playbook, managing your inbox becomes a breeze, ensuring essential information is readily accessible.

Imagine having a well-organized Google Doc containing concise summaries of crucial emails, facilitating swift review and informed decision-making. Whether you're a professional handling client correspondence or a student managing academic submissions, this automation streamlines the process, saving valuable time and minimizing the risk of oversight. 

Let’s set it up!

Step 1: Connect your apps

First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Gmail and Google Docs.

Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and click on the playbook card. The setup flow will start. 

Make sure the automation is activated (toggled on).

Step 2: Run the automation to summarize text in a PDF file attached to an email and save to a Google Doc, when label is added in Gmail

This Playbook will summarize emails with PDF files or image attachments when a label is added. It will then create a Google Doc with the email information and summary.