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When tasks keep coming to your Gmail one after another, it can be quite a hassle to register them on Trello each time.
If you're overwhelmed with other tasks and duties, you might miss registering some tasks.
In this article, we'll introduce a method to automatically register the content received in Gmail to Trello!
You can easily set up automation between Gmail and Trello without any coding, so you don't need programming knowledge.
You can start using it today, so please give it a try!
In this article, we introduce a method of integration using the no-code tool "Yoom".
No complicated settings or operations are required, and even non-engineers can easily achieve it.
You can start right away using the template below, so please give it a try!
■Overview
This is a flow to register a task in Trello when an inquiry email arrives in Gmail.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who use Gmail for business
・Customer support personnel who receive inquiries from leads or customers via email
・Internal help desk personnel who use email to handle inquiries from employees
・Those who want to improve customer satisfaction by preventing overlooked emails
2. Those who use Trello for business
・Those who want to reduce the effort of task registration and lighten the burden on personnel
・Those who want to speed up information sharing and task understanding
■Benefits of using this template
With this flow, a new card is automatically created in Trello when an inquiry email arrives in Gmail.
By automatically registering the information from the inquiry email as a task, it helps prevent overlooked inquiries, speeds up information sharing, and facilitates smooth follow-ups.
Additionally, since manual transcription is not required, it also helps prevent input errors and registration omissions.
■Notes
・Please integrate both Gmail and Trello with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
[What is Yoom]
Now, let's introduce how to use the no-code tool Yoom to register a task in Trello when an inquiry email arrives in Gmail.
When you receive an email in Gmail, it is possible to achieve this by using the API to receive that information and creating a card using Trello's provided API.
Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily achieved without programming knowledge.
If you are not using Yoom, please register for free from here.
If you are already using Yoom, please log in.
Let's register Gmail and Trello as My Apps for this use.
By registering as My Apps in advance, future automation settings can be done smoothly.
Click "My Apps" on the left side of the screen, then click "Add" on the right side of the screen.
Enter Gmail in the search window and click on the displayed suggestion.
The Yoom and Gmail connection screen will be displayed, click "Sign in with Google".
Select the account you want to connect this time and proceed with the Yoom and Gmail connection.
Gmail will be displayed in My Apps.
Next, let's register Trello as My Apps.
Like Gmail, click "My Apps" and select "Add" on the right side of the screen.
Enter Trello in the search window and click on the displayed suggestion.
Enter the necessary information for the connection and click "Add" to complete the My Apps registration.
For detailed My Apps registration methods, please check here.
To set up automation, click "Try it" on the banner below.
■Overview
This is a flow to register a task in Trello when an inquiry email arrives in Gmail.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who use Gmail for business
・Customer support personnel who receive inquiries from leads or customers via email
・Internal help desk personnel who use email to handle inquiries from employees
・Those who want to improve customer satisfaction by preventing overlooked emails
2. Those who use Trello for business
・Those who want to reduce the effort of task registration and lighten the burden on personnel
・Those who want to speed up information sharing and task understanding
■Benefits of using this template
With this flow, a new card is automatically created in Trello when an inquiry email arrives in Gmail.
By automatically registering the information from the inquiry email as a task, it helps prevent overlooked inquiries, speeds up information sharing, and facilitates smooth follow-ups.
Additionally, since manual transcription is not required, it also helps prevent input errors and registration omissions.
■Notes
・Please integrate both Gmail and Trello with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
Read the following screen display and click "OK".
Click on the area within the red frame below.
When the screen to select the linked account and action is displayed, confirm that the Gmail account to be linked this time is correct, and click "Next".
A screen like the image below will be displayed, so set the items in the red frame.
・Trigger interval: You can choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. The selectable time interval varies depending on the plan, but a shorter setting is generally recommended.
・Label: Clicking on the input field will display the options.
You can enter from the candidates as shown in the screen below. Select any label you like.
Once you have entered the content, click "Test" → "Save".
Next, configure Trello.
Click on the area within the red frame below.
The API connection settings screen will be displayed, so configure the settings to add a card in Trello.
There are notes below the input fields, so proceed with the input while referring to them.
In the description field, you can use the retrieved value.
You can set the content of the card to be added in Trello, so use the retrieved value to input.
Once you have entered the input, click "Test" → "Save".
Finally, click "Turn ON Trigger" to complete the automation settings.
Verify that the flow bot is activated correctly.
Here is the template we introduced this time↓
■Overview
This is a flow to register a task in Trello when an inquiry email arrives in Gmail.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who use Gmail for business
・Customer support personnel who receive inquiries from leads or customers via email
・Internal help desk personnel who use email to handle inquiries from employees
・Those who want to improve customer satisfaction by preventing overlooked emails
2. Those who use Trello for business
・Those who want to reduce the effort of task registration and lighten the burden on personnel
・Those who want to speed up information sharing and task understanding
■Benefits of using this template
With this flow, a new card is automatically created in Trello when an inquiry email arrives in Gmail.
By automatically registering the information from the inquiry email as a task, it helps prevent overlooked inquiries, speeds up information sharing, and facilitates smooth follow-ups.
Additionally, since manual transcription is not required, it also helps prevent input errors and registration omissions.
■Notes
・Please integrate both Gmail and Trello with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Gmail and Trello.
If you find something interesting, please give it a try!
It is possible to extract specific text from Gmail's received content and register it in Trello, or to read Gmail attachments with OCR and register them on Trello cards.
Additionally, you can set up an integration to notify Gmail when a new card is created in Trello.
■Overview
This is a flow to create a new card in Trello based on the content of Gmail.
■Recommended for
1. Project Management Teams
・Teams that want to manage projects and tasks based on the content sent via Gmail
・Project managers who want to centrally manage customer requests and feedback in Trello
2. Customer Support Teams
・Support departments that want to register customer inquiries and requests sent via Gmail as cards in Trello and manage the response status
3. Marketing Departments
・Teams that want to visually manage customer feedback and requests in Trello and utilize them in marketing activities
■Benefits of Using This Template
・Since a card is automatically created simultaneously with sending Gmail, inquiries and requests received in Gmail can be quickly linked to Trello.
・Automation reduces human resources, allowing you to allocate resources to other important tasks.
■Notes
・Please link both Gmail and Trello with Yoom.
・For forwarding processing when using Gmail as a trigger by linking Gmail with Yoom, please refer to the following.
■Overview
This is a flow that sends a notification to Gmail when a card is newly created in Trello.
■Recommended for
Those who utilize Trello for business
・Project managers who manage the overall planning and progress of projects
・Development teams of engineers managing software development tasks
・Administrative departments managing internal projects and daily business tasks
■Benefits of using this template
・When a card is newly created in Trello, it is automatically notified to Gmail, allowing timely information sharing.
・The content of the notifications in Gmail can be freely customized.
■Notes
・Please link both Gmail and Trello with Yoom.
■Overview
The "Read Gmail Attachments with OCR and Register in Trello" workflow is an automated process designed to digitize documents received via email and utilize them for project management.
By using this workflow, you can automatically read attachments received in Gmail with OCR and register them as Trello cards, allowing you to efficiently organize and manage information.
■Recommended for
■Benefits of using this template
Forwarding Files Received in Gmail to Chat Tools
Automatically forward files received in Gmail to platforms like Slack or Discord.
■Overview
The flow "Share files to a Microsoft Teams channel when receiving an email with attachments in Gmail" is a business workflow that leverages the integration between Gmail and Microsoft Teams.
It reduces the manual effort of file transfer and improves work efficiency.
■Recommended for
■Benefits of using this template
■Overview
The "Workflow to Forward Files Received in Gmail to Discord" is a flow that automatically forwards attachments received in Gmail to Discord.
This allows for easy file sharing among team members and eliminates the need for manual file transfer tasks.
You can immediately share necessary information to improve work efficiency.
■Recommended for
■Benefits of Using This Template
Since files received in Gmail are automatically forwarded to Discord, you can save the trouble of manual transfer tasks.
Automatically forwarding received files to Discord enables quick responses from team members.
Automation prevents human errors in transfer tasks and enables rapid information sharing.
Send a Template Email via Gmail from the Lead Detail Page
Send a template email from customer management pages like Salesforce or HubSpot.
■Overview
This is a flow that automatically sends emails via Gmail using information from a Notion database.
■Recommended for
1. Those who manage customer information or tasks in Notion
・Those who want to automatically send emails via Gmail for regular customer contact or task deadline notifications based on information registered in the Notion database
・Those who want to improve work efficiency by eliminating the hassle of manually creating and sending emails
・Those who want to send personalized emails via Gmail according to customer information or task progress
2. Marketing professionals
・Those who want to automate segmented email marketing based on customer information managed in Notion
・Those who want to automatically send event or campaign announcements to target customers
3. Project managers
・Those who want to automatically send reminder emails via Gmail to responsible persons when task deadlines managed in Notion are approaching
・Those who want to regularly report project progress to stakeholders via email
■Benefits of using this template
Notion is a useful tool for project management and information sharing, but manually creating and sending Gmail based on information registered in the database is inefficient and time-consuming. Especially when regular communication or email sending based on large amounts of data is required, manual work can easily lead to errors and become a bottleneck in operations.
By implementing this flow, Gmail is created and sent using information from the Notion database as a trigger, allowing you to allocate valuable time to other tasks without the need for manual email creation and sending. Additionally, automation reduces the risk of sending errors and information leaks, enabling accurate and efficient information sharing.
■Notes
・Please integrate both Notion and Gmail with Yoom.
■Overview
Send a template email from Gmail using specific lead detail pages in Salesforce.
Feel free to change the email content to any desired value.
Additionally, attachments can be freely configured.
■Notes
・This can only be used on Chrome as it requires a Chrome extension.
・Salesforce is available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in Flow Bot will result in errors, so please be aware.
・Paid plans like the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are usually restricted.
■Overview
This is a flow for sending template emails via Gmail to leads registered in HubSpot contacts.
By using Yoom, you can easily integrate apps without the need for programming.
By using a trigger with a Chrome extension, you can directly activate the trigger from HubSpot.
■Recommended for
1. Those who manage leads with HubSpot
・Those who use HubSpot to manage new leads but feel the burden of tracking and follow-up
・Those who want to send template emails quickly to leads and facilitate smooth communication
2. Those who use Gmail regularly
・Those who want to improve work efficiency through the automatic sending of template emails
■Benefits of using this template
By sending template emails via Gmail to leads registered in HubSpot contacts, you can provide timely follow-up to leads.
Utilizing this flow eliminates the manual effort of sending emails, thereby improving work efficiency.
Additionally, using template emails ensures consistency in email content, giving a professional impression.
This allows for effective lead nurturing, ultimately leading to increased sales.
■Notes
・Please integrate both HubSpot and Gmail with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
Save files received in Gmail to cloud storage
Automatically save files received in Gmail to Google Drive, DropBox, etc.
■Overview
This is a flow that reads document data posted on Gmail using OCR, updates the file name, and stores it in OneDrive.
With Yoom, you can easily achieve this flow without any programming, as it allows integration between apps.
■Recommended for
1. Those who manage files on OneDrive
・Those who manually rename files attached to Gmail and store them in OneDrive
■Benefits of using this template
If you manage files manually, storing them in the wrong location can take time to find them.
This flow allows you to standardize file names and storage locations, preventing errors in renaming and storage locations, thereby enhancing the accuracy of management tasks.
■Notes
・Please integrate Gmail and OneDrive with Yoom.
・Please note that OCR data may not be readable if it exceeds 6,500 characters or if the text is small.
・Branching is a feature available with the Mini Plan or higher. If you are on the Free Plan, the operation of the flow bot you set will result in an error.
・AI operations are a feature available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation of the flow bot you set will result in an error, so please be careful.
・Paid plans such as the Mini Plan, Team Plan, and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that reads document data posted on Gmail using OCR, updates the file name, and stores it in Box.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Those who frequently exchange files via Gmail
・Those who manage received files with Box
2. Those who use Box
・Those who find renaming files or moving files to be cumbersome
■Benefits of using this template
If you are manually moving and managing files sent via Gmail to Box, you might find the repetitive tasks cumbersome.
Additionally, if the file naming convention is not standardized, it may cause confusion when searching for files.
When an email with an attached file is received in Gmail, the flow is triggered, allowing for standardized file naming conventions and improving the efficiency of file search and management.
■Notes
・Please connect Gmail and Box with Yoom.
・Please note that OCR data may not be readable if it exceeds 6,500 characters or if the text is too small.
・Branching is a feature available with the Mini Plan or higher. Operations set in the flow bot will result in an error with the Free Plan.
・AI operations are only available with the Team Plan and Success Plan. Operations set in the flow bot will result in an error with the Free Plan and Mini Plan, so please be careful.
・Paid plans such as the Mini Plan, Team Plan, and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview
This is a flow to upload attachments received in Gmail to Google Drive.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Those who use Gmail for business
・Those who frequently receive files via email from clients
・Those who want to prevent the risk of missing or losing email attachments
2. Those who use Google Drive for business
・Those who want to quickly save files to a shared drive for the entire team
・Those who manage multiple projects and want to organize deliverables in project-specific folders
・Those who want to organize and manage contracts and invoices sent by customers
■Benefits of using this template
With this flow, files attached to emails with specific labels received in Gmail are automatically uploaded to a designated folder in Google Drive.
It enables timely information sharing after receiving emails, reduces human errors such as missing or incorrect file storage, and prevents the risk of loss.
It is useful for sharing files received via email, such as invoices, project documents and deliverables, and various internal documents.
■Notes
・Please integrate Gmail and Google Drive with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・If you are using email auto-sorting settings to determine the presence of attachments with specific labels, branching settings are not necessary.
Register Form Responses in Trello
Automatically add responses from Google Forms, etc., to Trello.
■Overview
This is a flow to register information entered in Google Forms into Trello.
■Recommended for
1. Those who collect information using input forms
・Companies using Google Forms
・Those who organize and aggregate collected information
2. Those who manage tasks with Trello
・Those managing project tasks with Trello
・Those adding Google Forms responses as tasks
■Benefits of using this template
Google Forms can be used as a form for surveys from users or inquiries from customers.
However, if you manage the responses from Google Forms as tasks, you might find the manual entry into tools time-consuming and cumbersome.
This template allows you to automatically register Google Forms responses into Trello, reducing the burden of manual entry.
Even if there are many responses to Google Forms, tasks can be added to Trello seamlessly, making task management more efficient.
Additionally, by integrating with chat tools, you can notify task additions to Trello, facilitating smooth task sharing.
■Notes
・Please integrate both Google Forms and Trello with Yoom.
・Refer to the following for how to obtain response content when using Google Forms as a trigger.
https://intercom.help/yoom/ja/articles/6807133
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow where a new card is created in Trello when a form is submitted to Hubspot.
■Recommended for
1. Project Management Team
・Teams that want to manage projects and tasks based on form submissions
・Project managers who want to centrally manage customer requests and feedback in Trello
2. Customer Support Team
・Support departments that want to register customer inquiries and requests as cards in Trello and manage their status
3. Marketing Department
・Teams that want to visually manage customer feedback and requests in Trello and utilize them in marketing activities
■Benefits of Using This Template
・Since cards are automatically created at the same time as form submission, prompt response is possible.
・Automation reduces human resources, allowing you to allocate resources to other important tasks.
■Notes
・Please integrate both Hubspot and Trello with Yoom.
■Overview
The "Register Form Responses to Trello" workflow automatically reflects data collected from various forms onto a Trello board, facilitating smooth task management. By eliminating the need for manual data entry, form responses are automatically registered in Trello, enabling efficient business operations.
■Recommended for
■Benefits of using this template
Create a card in Trello when an event is added to the calendar
Automatically create a card in Trello when an event is added to Google Calendar or Outlook Calendar.
■Overview
The flow "Create a card in Trello when a new event is created in Google Calendar" is a business workflow that seamlessly integrates schedule management and task management. When an event is added to Google Calendar, a card is automatically generated in Trello, making it easy to visualize and track tasks.
This centralizes the management of schedules and tasks, enabling efficient business operations.
■Recommended for
■Benefits of using this template
When a new event is created in Google Calendar, a card is automatically created in Trello, eliminating the need for manual data entry.
By linking schedules and tasks, it prevents information oversight and double management, improving business transparency.
Additionally, since all team members can share the same information, it becomes easier to grasp the progress of projects.
Automation prevents human errors in data entry, enabling accurate information management.
■Overview
The flow "Create a card in Trello when an event is added to the Outlook calendar" is a business workflow that seamlessly connects schedule management and task management.
When you enter an event in the Outlook calendar, a card is automatically generated in Trello, streamlining the team's task management.
This reduces manual input work and achieves centralized information.
■Recommended for
■Benefits of using this template
Since a card is automatically created in Trello when an event is added to the Outlook calendar, it eliminates the hassle of manual task registration.
By linking schedules and tasks, information is not scattered and becomes easier to manage.
Automation prevents human error in task registration, and as the entire team's workflow becomes smoother, work productivity improves.
Add a record to the database when a card is registered in Trello
Automatically add a record to Google Sheets or Microsoft Excel when a card is registered in Trello.
■Overview
This is a flow where card details added to Google Sheets are registered when Trello is launched.
By integrating Trello and Google Sheets, you can avoid the hassle of operating individual apps and repeatedly entering data, allowing you to proceed with your work smoothly. Records can be easily added to Google Sheets automatically, preventing any omissions or errors in information management.
■Notes
・Please integrate both Trello and Google Sheets with Yoom.
■Overview
This is a flow that adds a record to Microsoft Excel when a card is registered in Trello.
■Recommended for
1. Members of teams using Trello
・Those who want to list and analyze tasks and information managed in Trello using Microsoft Excel
・Those who want to reduce the effort of manually transferring additional information from Trello to Microsoft Excel
・Those who want to always check the latest Trello information in Microsoft Excel
2. Team leaders and managers
・Those who want to visualize task information in Microsoft Excel to aid in progress management and understanding the team's situation
・Those who want to process and analyze Trello data in Microsoft Excel for business improvement and decision-making
■Benefits of using this template
Trello is a tool for project and task management, but there are often cases where you want to utilize the information in other systems. By integrating with a versatile spreadsheet software like Microsoft Excel, you can analyze task information in various ways and create reports. However, if Trello and Microsoft Excel are operated separately, there is a need to manually transfer card information registered in Trello to Excel, which can lead to transcription errors and information omissions.
By utilizing this flow, the information linkage between Trello and Microsoft Excel is automated, eliminating the need for manual transcription, significantly improving work efficiency and reducing human errors.
■Notes
・Please integrate Trello and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that adds a card registered in Trello to Notion.
■Recommended for
1. Companies managing tasks with Trello
・Those utilizing it for task management within the team
・Those visualizing the progress of project-related tasks
2. Companies using Notion as a centralized information management place
・Those creating documents related to tasks and accumulating information
・Those visualizing information using databases
■Benefits of using this template
Trello is a useful tool for visualizing progress and facilitating smooth task progression.
By using Notion, you can manage it along with task-related information, making business operations smoother.
However, manually entering Trello's registered information into Notion each time is cumbersome and takes away time from tasks that should be prioritized.
By using this flow, you can automatically add Trello information to Notion, saving time on manual entry and allowing you to allocate time to other tasks.
Additionally, preventing errors from manual entry helps maintain high accuracy of information.
■Notes
・Please link both Trello and Notion with Yoom.
After checking emails received in Gmail, the task of individually transferring information to a task management tool by the person in charge can be time-consuming and labor-intensive.
By automating this process, email information is automatically reflected in Trello cards, allowing team members to smoothly start on tasks.
As a result, it may lead to more efficient task completion and potentially achieving goals ahead of schedule.
One of Trello's greatest features is its ability to visualize task progress.
With tasks being automatically registered from Gmail, leaders can easily grasp new tasks.
This should make it easier for leaders to smoothly assign tasks to team members.
As a result, team members may also be able to handle tasks more efficiently.
When manually registering Gmail content in Trello, isn't there a risk of missing task registrations?
When overwhelmed with work and tasks, human errors are more likely to occur.
By utilizing this automation, tasks are reliably registered, helping to prevent any oversights.
As a result, not only can tasks be steadily completed, but it may also reduce the burden of task management on leaders.
We introduced a method to automatically register content received in Gmail as Trello cards.
This should lead to improved efficiency and transparency in operations.
Additionally, accurate task management becomes possible, which also helps reduce the burden on leaders.
Integrating Gmail with Trello can be easily achieved without coding by using Yoom.
You can start using it today, so be sure to give it a try!
