Use Trello with AI
Connect nowAssign tasks and handovers.
Team work & knowledge
Using Trello in an agency
Trello is a board of cards, often one per property or per new instruction. Moving a card is a visible claim that the status changed. The assistant can propose the move and the comment. A person confirms, because a card in “completed” is what the Monday meeting will believe.
What your bots can do
You can connect it now. Bots don’t do work in it yet: these are the actions listed, and each one is switched on after it passes our tests.
- ReadRead team tasks and notes
- Update recordsCreate tasks and handovers
Before you connect
- Account you’ll need
- A Trello workspace
- Who connects it
- Connected once by an admin, for the organisation.
- Approval
- Anything that sends, publishes or changes a record waits for your approval unless you set a policy. Spending needs its own limit.
- Other charges
- Your own subscription, and any charges from the provider, are billed by them.
Questions
What account does Trello need?
A Trello workspace
Will a bot change Trello without asking?
No. Anything that sends, publishes or changes a record waits for your approval, and you see the account and the text. Connecting an app is not the same as a bot already doing tested work in it. The status on this page is the one to trust.
Is KeyAccess an official Trello partner?
No. You connect an account you or your agency already have, through Trello’s own sign-in, where that connection is in the catalogue.