Trello Automation Query - send email with description snippet

[Alex Figgett]

Hello Community,

Hope you’re well?

I have been asked internally if the below query is possible:

Scenario – User wants to press a button that sends a snippet of the Trello card description (based within two set values) in an email to an email address in the “SalespersonEmail” custom field

I know we can send emails to the salesperson address in the custom field through the use of a button but I’m not sure how we could capture everything inside the two set values from the description to add to the email body.

Please could you confirm if this is possible?

[Mike - Dreamsuite Consulting]

Hi @Alex Figgett 

You can do this using Trello automation and regex (an undocumented but amazingly powerful addition to Trello). It's a little advanced but I'll try and make it step by step.

I'll give an example:

1. I start by getting all of the card description and getting the markdown version by clicking the Markdown button

This is a paste of the markdown above:

### Customer Profile



Customer is a cookie shop in downtown who wants a solution to manage their orders more effectively 

### Next Steps 



Reach out with an email to summarize their painpoints and how you can help

I want automation to only extract the text:

Customer is a cookie shop in downtown who wants a solution to manage their orders more effectively

and

Reach out with an email to summarize their painpoints and how you can help

2. I create the regex you can find here:

https://regex101.com/r/4EEQGG/1 

3. It'll look like this in Trello automation

when a card with a description containing "regex:/### Customer Profile\s\s(.*)\s\s### Next Steps\s\s(.*)/" is added to list "Email out", send an email notification to "{{%Email Address}}" with subject "Check out the new customer - {{%Customer}}" and message "Hello sales team, we have a new customer {{%Customer}}. \n\nThey are a {wildcard1}. \n\nYou should {wildcard2}\n\nThanks"

The resulting email looks like this:

[Alex Figgett]

Thanks Mike, I've tried the above with a slightly different regex which matches on the site you provided but doesn't work in Trello so not sure what I've missed

Seemingly this doesnt trigger the automation at all so I'm not sure the description text is meeting the regex for whatever reason:

regex:/(?s)(?<=## Sales Information).*?(?=### BELOW FOR SUPPORT PURPOSES ONLY)/

Markdown Text in description:

## Sales Information

**Acc Manager** -
**Sales Order Number** -
**Sales Quote Number -**

**Acc No** -
**Machine Order Date** -
**Vantage Purchase Order** -

‌

## Install Information

**New Machine Information -** _Inc all Peripheral info and MC locations_

‌

**Machines to be Collected -** _Inc all Peripherals_

‌

**Machine to be Retained**

‌

**Do we have title to collect the goods**

‌

**Equipment Delivery Address - _(If multiple create entry for all sites)_**

‌

## Contact Information

**Main Contact -**
**Tel -**
**Email -**

**Site Contact -**
**Tel -**
**Email -**

**IT Contact -**
**IT Tel -**

## Additional Information

**Volumes**
Black PQ -
Colour PQ -
Term of Contract -

**Finance Approver**

‌

**Any software included - (new or existing)**

‌

**PS Time Included**

‌

**Any install dates / times the customer requires**

‌

**Additional Notes from Acc Manager**

‌

---

### BELOW FOR SUPPORT PURPOSES ONLY

Additional Notes

Any ideas please?

Kind Regards,

Alex