Automating Trello in an Australian business
Lightweight job tracking, often the thing a business is trying to graduate from.
- TriggerForm submitted on your website at 21:14.
- Step 1Validated, deduplicated against the last 30 days.
- Step 2Customer created in the CRM, tagged by source.
- Step 3Job drafted, owner assigned by postcode.
- Step 4Acknowledgement sent to the customer.
- 0.9sDone. Nobody opened a second tab.
What people actually automate with Trello
The community workflow library holds 33 workflows involving Trello. Stripped of the novelty ones, they nearly all come down to the same thing: work tracked without a second board to update. The value is not the integration itself, it is that a person stops being the transport layer between two systems.
- Trello and Slack appears in 13 workflows. Usually work tracked without a second board to update, joined to alerting the people who are already looking.
- Trello and Gmail appears in 12 workflows. Usually work tracked without a second board to update, joined to inbound triage and extraction.
- Trello and AI appears in 11 workflows. Usually work tracked without a second board to update, joined to the judgement step: classify, extract, draft or summarise.
- Trello and Google Sheets appears in 9 workflows. Usually work tracked without a second board to update, joined to a shared source of truth that stops being updated by hand.
- Trello and Airtable appears in 6 workflows. Usually work tracked without a second board to update, joined to structured records the team can actually see.
- Trello and Google Calendar appears in 4 workflows. Usually work tracked without a second board to update, joined to availability, bookings and reminders.
Three we would suggest first
Ranked by how often the pairing appears in the library, which is a better guide to what works than our opinion. Each one is a single workflow build: $700 to $2,500, then $290 a month.