Automating Trello Task Management with Power Automate

Trello is a popular task management tool used for organizing projects, while Power Automate enables workflow automation across different apps. By integrating Trello with Power Automate, you can streamline task management, automate card creation, and improve team productivity.

This guide will walk you through setting up Power Automate to automate Trello tasks efficiently.

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Step 1: Set Up Trello and Power Automate

1.1 Create a Trello Account

If you don’t have a Trello account, sign up at Trello. Ensure you have an API key and token for authentication.

To get your API Key and Token:

1. Log in to Trello.
2. Go to Trello API Key Page.
3. Copy your API key.
4. Click Generate Token and copy it for later use.

1.2 Access Power Automate

1. Open Power Automate.
2. Sign in with your Microsoft account.
3. Click Create to start a new flow.

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Step 2: Create an Automated Flow

2.1 Choose a Trigger

1. Click Create and select Automated cloud flow.
2. Name your flow (e.g., “New Trello Task from Outlook Email”).
3. In the Choose your flow’s trigger search box, type Trello.
4. Select a relevant trigger, such as When a new card is added.

2.2 Connect Trello to Power Automate

1. Click on the Trello trigger.
2. Sign in with your Trello API Key and Token.
3. Select the board and list to monitor for changes.

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Step 3: Define Actions in Power Automate

3.1 Add Actions for Task Management

Scenario 1: Create a Trello Card from Outlook Email

If you receive task-related emails, you can automate Trello card creation:

1. Click + New step.
2. Search for Outlook and select When a new email arrives.
3. Add a condition: Subject contains “Task” (or any keyword).
4. Click + New step, search for Trello, and select Create a card.
5. Set up card details:
   • Board: Choose your Trello board.
   • List: Select the list (e.g., “To-Do”).
   • Card Name: Use email subject as the card title.
   • Description: Use email body as the card description.
6. Click Save and Test the flow.

Scenario 2: Move a Trello Card When a Task is Completed

To automatically move a card to the “Done” list when marked as complete:

1. Click + New step.
2. Search for Trello and select When a card is updated.
3. Add a condition: Check if the card contains “Completed” in the title or description.
4. Click + New step, search for Trello, and select Move a card to a list.
5. Select the Done list.
6. Save and test the flow.

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Step 4: Automate Notifications for Trello Changes

To receive Microsoft Teams notifications when a new Trello task is assigned:

1. Click + New step.
2. Search for Trello and select When a member is added to a card.
3. Click + New step, search for Microsoft Teams, and select Post a message.
4. Select the team and channel.
5. Configure the message (e.g., “New task assigned: [Card Name]”).
6. Click Save and Test the flow.

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Step 5: Monitor and Manage Your Flow

1. Go to My Flows in Power Automate.
2. Click on the flow to check run history and errors.
3. Modify or update flows as needed.