Archive a Trello card when you receive a specific email in Gmail
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Trello &
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■Overview
Do you manually move Trello cards to your archive after receiving completion reports or other emails in Gmail? This process is not only tedious, but can also lead to missed updates and mistakes. With this workflow, simply receiving a specific email in Gmail automatically searches for the relevant Trello card and archives it, helping you resolve these challenges smoothly.
■Who Should Use This Template
- Anyone who manually updates Trello card statuses based on completion reports or other emails received in Gmail
- Anyone who finds manually archiving Trello cards time-consuming or prone to missed updates
- Anyone who wants to automate routine task management and focus on more important core work
■Benefits of This Template
- Automatically archive Trello cards when specific emails are received, reducing the time spent manually updating statuses.
- Reduce the risk of human error, such as forgetting to archive a card or operating on the wrong card.
■Workflow Steps
- First, connect Gmail and Trello to Yoom.
- Next, select Gmail as the trigger and set the action to “When an email matching specific keywords is received.”
- Then, set up the AI feature operation “Extract data from text” to extract the information needed to identify the Trello card from the body of the received email.
- Next, set up the Trello operation “Search for cards (partial match in title)” to find the relevant card based on the extracted information.
- Finally, set up the Trello operation “Archive a card” to archive the card found in the search.
※ “Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.
■Customization Options
- In the Gmail trigger settings, specify the subject or body keywords included in the emails you want to use as the starting point for automation.
- In the AI feature settings, configure the workflow to extract the information needed to identify the Trello card, such as the task name, from the body of the received email.
- In the Trello card search action, use the information extracted by the AI feature as a variable to dynamically set the search keyword.
■Notes
- Connect both Trello and Gmail to Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest available trigger interval varies by plan.
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