PERSONAL PRODUCTIVITY
Triage actionable emails into ClickUp tasks with due dates and owners
Watches your Gmail inbox, uses an LLM to decide which threads actually require action, then creates ClickUp tasks with a parsed due date and the right owner.
How it runs
The automated pipeline, trigger to output.
- TriggerNew email in watched Gmail inbox/labelGmail
- ActionClassify actionability, extract due date + ownerOpenAI
- LogicDrop non-actionable threads (FYI, newsletter, noise)
- ActionCreate ClickUp task with due date and assigneeClickUp
- OutputApply 'Triaged' label to the Gmail threadGmail
What it does
Every new email is read by a classifier that separates real work requests from FYIs, newsletters, and automated noise. Only actionable threads become ClickUp tasks, each pre-filled with a title, a due date pulled from the email's language, and an assignee inferred from your team roster.
When to use it
Use it when your shared or personal inbox doubles as a task queue and things slip because nobody manually files them. Best for ops, support-adjacent, or founder inboxes where the cost of a missed ask is high.
How it works
- 1A new message arrives in the watched Gmail label or inbox.
- 2An OpenAI step classifies the thread as actionable or not and, if actionable, extracts a task title, a natural-language due date, and the most likely owner.
- 3A logic branch drops anything classified as non-actionable so it never reaches ClickUp.
- 4For actionable threads, a ClickUp action creates a task with the parsed due date and assignee, linking back to the original message.
- 5The flow ends by applying a 'Triaged' Gmail label so the same thread is never processed twice.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect ClickUpDocs + tasks + chats in one workspace.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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