Trello Automation is super powerful and lets you set up automated rules to perform actions in Trello. This saves you time and helps to ensure important tasks don’t slip through the cracks. Without any programming knowledge, you can make magical things happen. e.g. Automatically add a checklist when a new card is added to your board, Archive cards after a certain amount of time passes, Assign team members to new cards in turn.
To create, edit and access your Trello Automation rules, click on Automation from the toolbar at the top of your board.
A new window will open where you can add/edit your triggers and actions. Setting up an automation requires 3 simple steps:
Here are some automation ideas...
Move emails between lists
Sometimes, replies to your emails can get lost on a busy board. You could use Butler to move cards to the top of the ‘Inbox’ list when a reply comes in via email.
Here’s what the Trello Automation rule would look like:
Add a checklist of tasks
You might have a checklist that needs to get done for certain emails. e.g. You could add the “Process Quotation” checklist when an email comes in from a customer requesting a quote.
Add a due date
To ensure that your team are responding timeously to email requests, automatically add a due date for new incoming emails. See detailed steps on how to set up this rule here.
Use custom fields in your Trello Automations
Trello Automation lets you automate custom fields: you can set custom fields automatically and you can react to changes to their value. In the example below, a checklist item to call the client is added automatically. The details of the client (name and contact number) is pulled from the custom fields.
Send email with Trello Automations
Email for Trello supports a special syntax that can turn a Trello comment into an email. Trello comments can be added based on triggers, this means that Trello Automation can be used to automatically send out emails based on triggers - e.g.
Trello Automation is a game changer and is available on all Trello accounts. But automation quotas and limits do apply and vary across Trello plans. Have a look at this Tello article for details on Automation quotas and limits.