Trello Automation is a powerful utility for automations in Trello. One of the things that Trello Automation can do is automatically add a comment to a card based on triggers or rules.

This is useful because Email for Trello has a feature that allows you to send an email by adding a Trello comment. You do this by starting the comment with either the @reply or @email keywords, depending on if you are replying or starting a new email. There are other special rules to set email recipients, set the email subject and include Saved Replies, Variables and Custom Fields in your email.

Read more about these keywords: Send an email by adding a Trello comment

So, if you use the @reply/@email keywords in an automation rule to post a comment on a card, you can set up automations to send emails when certain events occur.

To help you understand how it works:

  • The rules work by adding a comment to a card and SendBoard converting the comment into an email.

  • @email / @relpy is a special keyword that lets SendBoard know to convert the comment into an email.

  • Saved replies can be used by including ## and the saved reply keyword in the comment. For example, ##shipped is the keyword set up in the Saved Reply. The ## is to let SendBoard know that this is a Saved Reply. SendBoard will replace the keyword 'shipped' with the full email content at the time of sending.

Example: Automatically send an email when you drag a card

Here is an example of a Trello Automation rule that will send out the Saved Reply with keyword "shipped" to the contact on the card as soon as the card is dragged into the "Shipped" list. The value of the "Order Number" custom field will be inserted into the subject of the email.

Some more examples:

Opt-out of being added to the card when using @reply/@email

Emails can be automated by setting up Trello Automation rules to post Trello comments starting with the @reply/@email keyword. When the SendBoard bot posts the comment to the card, the user who created the command is automatically added as a member to the card. However, you might not want to be added to every card when an automated email is sent.

By adding the -me switch on the first line (before any line breaks) of the command, the user who created the automation rule will not be automatically added and will not watch the card.

For example: when a card is moved into list "Shipped", post comment "@email @contact -me [Order {%Order_Number%} shipped] ##shipped"

Note that the -me switch only applies to Trello automation and does not apply when manually posting a comment using @reply/@email or when sending an email from the email editor.

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