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How to create an automation in Trello

Joseph Lee
Nithil Shanmugam
March 15, 2024

How to create an automation in Trello

Overview:

Maximize your productivity in Trello by mastering the creation of automations. Elevate user experience and simplify task management with automated processes tailored to your workflow. This comprehensive guide offers step-by-step instructions to effortlessly design and implement automations, empowering you to enhance efficiency and clarity in task management within the Trello platform.

1. Let's get started by selecting your board.

1 Click on "Hi"

2. Next, identify and click on the icon with three horizontal dots.

2 Click here

3. Lastly, select the option to 'Create a rule'.

3 Click on "Create a rule"

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A core issue we identified was that the team was often spending a lot of time creating custom demos, guides, or walkthroughs for unqualified prospects.

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Ultimately, this led to a lot of wasted time, a huge amount of burden and effort for already busy staff, and a diffusion of focus on targeting the right prospects.

Casey O'Brien
Solutions Consulting Director

Prior to Supademo, we were spending countless hours putting together demos and videos across discovery, qualification, training, or simply answering common questions. Creating these could take upwards of 8-10 hours, which is both painful for us, but also less engaging for prospects.

Andreas Moekesch
Solutions Consulting, Processmaker

One of my pain points was how time-consuming it was to create product demos for both demonstrations and trade shows manually. The ability to create a Supademo in minutes and the ability to showcase these at conferences has saved us an incredible amount of time!

Kirill Stolbushkin
Solutions Consulting, Processmaker