Managing tasks is essential for smoothly handling work, isn't it? Task management is particularly important in a team, so it's not uncommon for teams to use tools like Google Sheets and Trello that allow for collaborative editing. This time, we will introduce a method to integrate Google Sheets and Trello without any coding, so that when a task is added to Google Sheets, it is automatically registered in Trello as well! This can enhance team collaboration, so be sure to give it a try!
Recommended for:
Teams managing tasks with Google Sheets and Trello
Those manually transferring task data from Google Sheets to Trello
Leaders who want to make task management with Google Sheets and Trello easier and strengthen team collaboration
Those who want to integrate Google Sheets and Trello for centralized task management
For those who want to try it immediately:
In this article, we will introduce a method using the no-code tool "Yoom" for integration. No complicated settings or operations are required, and even non-engineers can easily achieve this. You can start right away using the template below, so please give it a try!
When a row is added in Google Sheets, add a task in Trello.
■Overview Are you managing tasks in Google Sheets and manually copying them into Trello? This work is simple but time-consuming, and it often leads to human errors such as omissions and input mistakes. By leveraging this workflow, a card will be automatically created in Trello whenever a row is added in Google Sheets, eliminating double work in task management and improving operational efficiency.
■Who we recommend this template for ・Those who find managing tasks in Google Sheets and updating Trello a hassle ・Project managers who want to streamline task sharing among multiple members and eliminate omissions ・Those who want to automate the registration of recurring tasks so they can focus on their core work
■Notes ・Please connect Yoom with both Google Sheets and Trello. ・You can choose trigger intervals of 5, 10, 15, 30, or 60 minutes. ・Note that the minimum interval varies by plan.
How to Create a Workflow Integrating Google Sheets and Trello
The integration workflow this time is broadly divided into the following processes.
Integrate Google Sheets and Trello with My Apps
Set up Google Sheets
Send task data to Trello and add card information to Google Sheets
Turn on the trigger button and verify the integration between Google Sheets and Trello
Step 1: Integrate Google Sheets and Trello with My Apps
After completing the registration for Yoom, please select "My Apps" from the menu on the left.
Next, click the "+ Add" button at the top right.
Integration between Google Sheets and Yoom
1. Search
Click the Google Sheets icon.
2. Select Account Press the Google account of the Gmail address to be linked with Yoom.
3. Log in to Yoom
You will be taken to the image page, read the terms and click "Continue".
4. Yoom is requesting additional access to your Google Account Press continue. When you move to the authentication screen, select Allow all permissions.
5. Integration Complete
The screen will switch, and if the above display appears, the integration is complete.
6. Prepare Google Sheets Prepare the Google Sheets that you want to manage tasks to be added as Trello cards.
At this time, create "Unique Key", "Card ID", and "Card URL"
The unique key is a value required when sending Google Sheets data to Trello. Set it as a unique value that does not overlap with other columns or rows.
The Card ID and Card URL will be added after creating a card in Trello. They can be left blank at this point.
■Overview Are you managing tasks in Google Sheets and manually copying them into Trello? This work is simple but time-consuming, and it often leads to human errors such as omissions and input mistakes. By leveraging this workflow, a card will be automatically created in Trello whenever a row is added in Google Sheets, eliminating double work in task management and improving operational efficiency.
■Who we recommend this template for ・Those who find managing tasks in Google Sheets and updating Trello a hassle ・Project managers who want to streamline task sharing among multiple members and eliminate omissions ・Those who want to automate the registration of recurring tasks so they can focus on their core work
■Notes ・Please connect Yoom with both Google Sheets and Trello. ・You can choose trigger intervals of 5, 10, 15, 30, or 60 minutes. ・Note that the minimum interval varies by plan.
1. Click "Try it" at the bottom of the transitioned screen 2. If you haven't registered with Yoom yet, please register
※ If you have already registered, the login screen will be displayed, so please log in.
When the Flowbot template is copied to "My Projects", the above display will appear.
You will transition to a page like the image, so let's proceed with detailed settings.
Step 3: Launch Settings for Google Sheets
1. Open My Projects
Open "My Projects" from the menu on the left side of the screen.
2. Open the copied template Click "【Copy】Add a task to Trello when a row is added in Google Sheets".
3. Select App Trigger
Click "When a row is added" on the Google Sheets icon. Since the title and other settings are complete, press Next.
4. Set Trigger Launch Interval
Set the launch interval. Triggers can be set to launch at intervals of 5, 10, 15, 30, or 60 minutes. A shorter setting is generally recommended. Please note that the shortest launch interval varies depending on the plan.
5. Enter ID
Follow the supplement at the bottom of the box and set from the candidates. Click the box.
Since the data in Google Sheets will be displayed in a list, click the one you want to link with Trello to insert it. Similarly, set the sheet ID.
6. Enter Table Range, etc.
Specify the table range, etc.
This time, the table range of the prepared Google Sheets is A to F.
A unique key was created in column F. Therefore, the setting will be as shown in the image.
7. Execute Test
Once the settings are complete, press the test button. If "Test Successful" is displayed, it is complete. Click Save.
Step 4: Create a Card in Trello and Set to Append to Google Sheets
1. Integrate with App
Click "Create a new card" on the Trello icon. Since the title and other settings are complete, press Next.
2. Enter ID
Enter each ID. Obtain the boardID from the Trello page and paste it. The list ID will be displayed in a list by clicking the box.
Decide which list to create the card in.
3. Execute Test
Once the settings are complete, press the test button. If "Test Successful" is displayed, it is complete. Click Save.
Next, set to append the card ID and card URL to Google Sheets.
1. Operate the Database
Click "Update Record" on the Google Sheets icon. Scroll down.
2. Set Required Fields
Enter the required fields. Click the box for the spreadsheet ID.
When you click inside the box, the created sheets will be displayed in a list as shown in the image, so select the Google Sheets that was linked with Trello earlier. Set the tab name in the same way.
Regarding the table range, it depends on the prepared Google Sheets, so enter it according to the contents of Google Sheets.
This time, since we are using A to F, we set it as shown in the image. Once entered, press Next.
3. Conditions for the Record to be Updated
Set the conditions for the record you want to update.
Select the unique key from the dropdown on the left box. Next, click the box on the right and select the Google Sheets icon.
Click the unique key from the data in Google Sheets.
By setting this, the unique key set in Google Sheets will be linked with the card information, and the newly registered card ID and URL in Trello can be added to Google Sheets. This allows you to access the card just by checking Google Sheets, making it easier to track task progress.
4. Values of the Record After Update
Next, set so that the data is added to the card ID and URL columns in Google Sheets. First, click the box.
Select the Trello icon.
The data of the newly registered card in Trello will be displayed in a list. Select the data that matches the box's item name. In the image, since the box's item name is "Card ID", we selected "Card ID" from Trello's data.
The image will look like this when data can be inserted. Similarly, set the box for the card URL.
4. Execute Test
Once the data insertion is complete, press the test button. If "Test Successful" is displayed, the setup is complete. Press Save.
5. Turn ON the Trigger
When the creation of the Flowbot is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON. This completes the app integration.
Flowbot template used this time Add a task to Trello when a row is added in Google Sheets
When a row is added in Google Sheets, add a task in Trello.
■Overview Are you managing tasks in Google Sheets and manually copying them into Trello? This work is simple but time-consuming, and it often leads to human errors such as omissions and input mistakes. By leveraging this workflow, a card will be automatically created in Trello whenever a row is added in Google Sheets, eliminating double work in task management and improving operational efficiency.
■Who we recommend this template for ・Those who find managing tasks in Google Sheets and updating Trello a hassle ・Project managers who want to streamline task sharing among multiple members and eliminate omissions ・Those who want to automate the registration of recurring tasks so they can focus on their core work
■Notes ・Please connect Yoom with both Google Sheets and Trello. ・You can choose trigger intervals of 5, 10, 15, 30, or 60 minutes. ・Note that the minimum interval varies by plan.
Other Automation Examples Using Google Sheets and Trello
In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Google Sheets and Trello.
If you find something interesting, please give it a try!
Automation Examples Integrating Google Sheets and Trello
It is possible to set up an integration where, when a card is created or updated in Trello, it is reflected in Google Sheets. Additionally, you can retrieve tasks from Trello and add them to Google Sheets on a specified schedule.
Once Trello is launched, add Trello information to the Google Spreadsheet.
■Overview The "Update Google Sheets when a Trello card is updated" flow is a business workflow that integrates Trello and Google Sheets. By automatically syncing card updates to the spreadsheet while managing projects and task progress in Trello, you can centralize data management. This reduces manual data entry and duplicate information management, enabling efficient business operations.
■Recommended for ・Those who manage team tasks in Trello and want to share information with other tools ・Business users who use Google Sheets for data analysis and report creation ・Those who want to automate business processes without spending time on manual data entry ・Project managers who want to grasp the progress of multiple projects and tasks at a glance ・Beginner users who want to easily set up integration between Trello and Google Sheets
■Notes ・Please connect Trello and Google Sheets with Yoom, respectively.
This flow retrieves issues from Trello and adds them to Google Spreadsheet when the specified schedule is reached.
■Notes ・Please connect Yoom with Trello and Google Spreadsheet. ・Operations between 'Repeat the same process' are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations or Data Connect of the flowbot will result in an error, so please be careful. ・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
■Overview Are you manually notifying stakeholders in Discord every time a new row is added to a list managed in Google Sheets? This routine task is not only time-consuming but also prone to missed or delayed notifications. With this workflow, when a row is added in Google Sheets, it automatically sends a message to the specified Discord channel, streamlining information sharing.
■Who we recommend this template for ・Those who manually copy updates from Google Sheets to Discord each time ・Those who want to speed up information sharing within the team and strengthen real-time collaboration ・Those who want to prevent missed or delayed notifications caused by manual work and improve operational accuracy
■Notes ・Connect Yoom with both Google Sheets and Discord. ・You can set the trigger interval to 5, 10, 15, 30, or 60 minutes. ・The shortest trigger interval varies depending on your plan.
Overview Are you manually sending notifications to Slack every time you update information managed in Google Sheets? Such routine reporting tasks not only require effort but can also lead to errors such as delayed or missed notifications. By using this workflow, you can use row additions in Google Sheets as a trigger to automatically send a message to a specified Slack channel, streamlining information sharing.
Who this template is recommended for - Those who report each update made in Google Sheets to their team on Slack - Those who want to prevent human errors such as notification time lags and missed reports caused by manual work - Those who want to automate information-sharing processes within a team or department and improve operational efficiency
Notes - Please connect Yoom with both Google Sheets and Slack. - For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. - Please note that the minimum run interval varies by plan.
■Overview Based on the information managed in Google Sheets, the task of manually creating a folder in OneDrive each time is not only labor-intensive but also tends to cause omissions and naming mistakes. By leveraging this workflow, simply adding a new row to Google Sheets will automatically create the specified folder in OneDrive, enabling you to improve operational efficiency while maintaining accuracy in file management.
■Recommended for ・People who manage projects or customer information using Google Sheets and OneDrive ・People who want to eliminate the effort of manual folder creation and mistakes such as omissions ・People who want to automate file management tasks and create an environment that allows them to focus on core work
■Notes ・Please connect both Google Sheets and OneDrive with Yoom. ・Microsoft 365 (formerly Office 365) has consumer plans and commercial plans (Microsoft 365 Business). If you are not subscribed to a commercial plan, authentication may fail. ・For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum run interval varies by plan.
■ Overview Creating minutes after online meetings is an important task, yet it often requires a lot of time for transcribing recordings and copying the content. With this workflow, when a Google Meet meeting ends, the recording is automatically transcribed and the results are recorded in Google Sheets. It reduces the effort of minute-taking and helps you focus on core work.
■ Who we recommend this template for ・ Those who have many meetings in Google Meet and feel the workload of minute-taking is a challenge ・ Managers who want to streamline the recording and sharing of meeting content to improve team productivity ・ Members who want to prevent omissions from manual transcription and keep accurate minutes
■ Notes ・ Please connect Google Meet, Google Drive, and Google Sheets to Yoom. ・ You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・ The minimum trigger interval varies by plan. ・ Executing operations across a "Wait" step is only available on the Team Plan and Success Plan. On the Free and Mini plans, operations and Data Connect configured in the flowbot will result in errors. ・ Paid plans such as the Team Plan and Success Plan include a 2-week free trial. During the free trial you can use apps and features (operations) that are otherwise restricted. ・ The maximum downloadable file size is up to 300 MB. Depending on the app specifications, it may be less than 300 MB. ・ For details on the file size limits for the trigger and each operation, please see the link below. https://intercom.help/yoom/en/articles/9413924 ・ AI operations for OCR or speech transcription are only available on the Team Plan and Success Plan. On the Free and Mini plans, the operations set in the flowbot will result in errors. ・ Paid plans such as the Team Plan and Success Plan include a 2-week free trial. During the free trial you can use apps and AI features (operations) that are otherwise restricted.
■Overview Manually transcribing inquiries and task requests received via Google Forms into Trello each time can be time-consuming. Especially when many responses are received, human errors such as input mistakes and transcription omissions are more likely to occur. By using this workflow, as soon as a response is submitted to Google Forms, a card is automatically created in Trello, solving these issues caused by manual work.
■Recommended for ・People responsible for managing tasks in Trello based on information received via Google Forms ・Those who find it time-consuming to manually transcribe requests from the form into Trello ・Those who want to automate the linkage between the form and the task management tool to improve operational efficiency
■Notes ・Please connect Yoom with both Google Forms and Trello. ・For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum run interval varies depending on the plan. ・For how to obtain response contents when using Google Forms as the trigger, please refer to the following: https://intercom.help/yoom/en/articles/6807133
■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 manual data entry, form responses are registered in Trello in real-time, enabling efficient business operations.
■Recommended for ・Marketing professionals collecting feedback from customers or teams using tools like Google Forms or Typeform ・Event organizers who want to centrally manage event registration form responses in Trello ・Team leaders looking to reduce the effort of manually transferring form data to Trello ・Those using Trello for project management and wanting to automate external information collection ・Small business owners aiming to streamline workflows and reduce effort
■Overview The 'Create a card in Trello from Outlook contents' flow is a workflow for seamlessly managing emails and organizing tasks. Automatically forwarding important emails to Trello prevents overlooking or missing them and makes it easy for the team to share tasks. This is the perfect integration method for those who are overwhelmed with daily email correspondence.
■Recommended for - Business users who use Outlook regularly and want to manage their important information without missing anything. - Team leaders who manage projects in Trello and want to automatically register tasks from emails. - Sales representatives who want to streamline email correspondence and task management to avoid duplicated work. - People managing multiple projects simultaneously and want to quickly turn email contents into tasks.
■Notes - Please integrate each of Outlook and Trello with Yoom. - There are consumer and business plans for Microsoft365 (formerly Office365), and if not enrolled in the business plan, there is a possibility of authentication failure.
■Overview Are you manually copying each inquiry or request received in Gmail into Trello one by one? This work not only takes time but can also lead to copy-and-paste errors or missed follow-ups. With this workflow, simply receiving an email in Gmail with a specific label will prompt AI to extract the necessary information from the body and automatically create a card in Trello. This helps improve task management efficiency and reduce mistakes.
■Who we recommend this template for ・Those who manage inquiry content from Gmail in Trello and find manual transcription burdensome ・Project managers who receive team tasks via Gmail and manage them in Trello ・Those who want to prevent missed task creation or delayed responses starting from emails and improve operational efficiency
■Notes ・Please connect Gmail and Trello with Yoom. ・You can choose the trigger interval at 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies by plan.
■Overview The flow "When an event is added to the Outlook calendar, create a card in Trello" 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, improving the efficiency of team task management. This reduces manual data entry and centralizes information.
■Recommended for ・Those who use Outlook calendar for schedule management and Trello for task management ・Team leaders who spend too much time on manual task registration and want to improve work efficiency ・Project managers who want to link information across multiple tools ・Business people who want to automatically turn meeting and event schedules into tasks to prevent omissions ・Executives who want to improve their team's productivity through workflow automation
■Notes ・Please connect both Outlook and Trello with Yoom. ・You can select trigger intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval varies by plan. ・There are consumer plans and general business plans (Microsoft365 Business) for Microsoft365 (formerly Office365). If you are not subscribed to a general business plan, authentication may fail.
Benefits and Examples of Integrating Google Sheets with Trello
Benefit 1: Reduce Redundancy
With this integration, new cards are automatically created in Trello based on data added to Google Sheets. For example, typically a leader would add tasks to Google Sheets and then manually input the same information into Trello. However, by integrating Google Sheets with Trello, the repetitive task of re-entering data is eliminated, allowing leaders to focus on other important tasks. This enables smarter project management, doesn't it?
Benefit 2: Streamline Task Management
By integrating Google Sheets with Trello, it becomes easier to coordinate even when different roles use different tools. For instance, managers or sub-leaders might oversee the entire project in Google Sheets, while team members who are executing tasks might refer to Trello. In such cases, the overall flow can be monitored in Google Sheets, while progress can be easily checked in Trello. This should result in more efficient task progression, don't you think?
Benefit 3: Facilitate Smooth Information Sharing Among Teams
Tasks added to Google Sheets automatically create cards in Trello, making it easier for team members to grasp tasks smoothly. For example, after adding a task to Google Sheets, urgent work might come up, delaying the addition of a card in Trello, or one might forget to add a card in Trello altogether. This integration ensures that information is smoothly disseminated among team members, allowing tasks to proceed without interruption.
Conclusion
Manually creating cards in Trello after adding tasks to Google Sheets results in redundancy. There's also a risk of forgetting to create cards in Trello when done manually. By implementing the automation introduced here, you can set up an environment conducive to efficient task management. Why not take this opportunity to integrate these apps and streamline your workflow?
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
After working as a manager at a general store, I began working from home as an SEO writer. Later, I entered into a freelance contract with a marketing startup for about five years. Surrounded by University of Tokyo students, I spent my days learning various business terminologies and how to use SaaS tools. During my time as a store manager, I was often overwhelmed by administrative tasks such as sales and inventory management, personnel management, and ordering, which frequently prevented me from engaging with customers and caused me to miss sales opportunities. Even during my freelance work, I found myself bogged down with repetitive tasks like data entry and often thought, "Can't these monotonous tasks be automated?" Therefore, I strongly resonate with Yoom's vision!
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