Task management tools like Trello are our trusty companions in the world of work, assisting us daily in the organization and streamlining of our projects. But what if you could make Trello even more efficient? Automation is the answer! While Trello offers some built-in automation features, they often come with limitations, especially when it comes to integrating with other tools and automating complex workflows. Fortunately, zenphi, a no-code business process automation platform for Google Workspace, can bridge these gaps and automate some of the most tedious and time-consuming tasks, allowing you to focus on more meaningful work. In this article, we’ll explore six ways to automate Trello that are highly popular among zenphi users.
1. Automate Trello Card creation to speed up your task management.
Set up triggers to create new Trello cards when specific events occur, such as:
– Receiving an email in Gmail
– Submitting a Google Form or Typeform
– Uploading a new file to Google Drive
You can also extract data from the triggers, such as the form initiator’s email address or form responses, and automatically insert them into the Trello card fields, such as the assignee, due date, and other essential parameters.
Automated card creation saves you time and effort, and ensures that your cards are accurate and complete.
2. Automate Google Sheets with Trello
One of the most common tasks in project management automation is keeping track of data in spreadsheets and ensuring it aligns with your Trello boards. With zenphi, you can bid farewell to the days of manual copying and pasting. You can now automatically create or update Trello tasks based on data in Google Sheets, and vice versa. Imagine the time saved by eliminating the need for manual data entry. Whether it’s project statuses, deadlines, or team assignments, zenphi ensures that your Trello boards and Google Sheets are always in sync.
3. Regularly Update Trello Cards
Keeping Trello cards up to date is crucial for project management. Whether it’s marking tasks as complete, changing due dates, updating descriptions, or even deleting cards, zenphi allows you to automate these actions. With scheduled workflows, you can ensure that your Trello cards reflect the most current information without manual intervention. This not only saves time but also reduces the risk of errors and oversights.
For example, you can run an automated weekly Flow that compiles all the remaining cards in the ‘In progress’ status, generates a comprehensive report using Google Slides, and seamlessly distributes it to the relevant stakeholders.
4. Incorporate Approval Workflows
Approval workflows play a crucial role in the successful execution of many projects. Zenphi offers a powerful solution to streamline these workflows seamlessly within your Trello environment.
Consider this scenario: You regularly receive order requests via Google Forms. With zenphi, you can configure a Google Docs action that generates a sales order document, incorporating the responses from the form. Subsequently, zenphi can automatically initiate email notifications to request approvals and concurrently create corresponding Trello cards for easy tracking. Once the approvals are granted, zenphi steps in again, ensuring that the associated Trello cards are promptly updated in accordance with the resolution.
5. Sync Trello with Other Task Managers
Many organizations use multiple task management tools to cater to different aspects of their workflow. Zenphi makes it easy to bridge the gap between Trello and other popular task managers such as Asana, Jira, Smartsheet, and ClickUp. You can automate the transfer of tasks and information between these platforms, ensuring that your entire team stays aligned and productive.
6. Automate Trello by Connecting with Any Other Business Tools
In addition to task managers, zenphi offers integration with a wide range of business tools within the Google Workspace ecosystem, such as Google Directory, Google Docs, Slides, Google Calendar, Contacts, and more.
Moreover, you can extend your integration capabilities to external tools like HubSpot, Salesforce, Pipedrive, Slack, QuickBooks, and many others. Zenphi’s flexibility allows you to create seamless workflows that connect your Trello projects with the tools you rely on, making your work more efficient and streamlined.
In conclusion, automating Trello can significantly enhance your productivity and efficiency by eliminating manual tasks, reducing errors, and ensuring that your project management processes run smoothly. Whether you need to sync data with Google Sheets, automate task creation, update Trello cards regularly, incorporate approval workflows, or connect Trello with other task managers and business tools, zenphi offers a versatile solution to meet your automation needs. Embrace the power of automation and take your Trello experience to the next level.