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Report for each member with an assignment to a card

Cameron Johnson-Peart

Hi all,

I have recently created a report to email members with outstanding cards. For context, this board treats a card with anyone assigned to it as outstanding. (They remove themselves if no actions are due).

I would like to create a report for each person on the board, similar to the cascade options in the standard automations.

The reason for this is because I do not want to have to remember to create a scheduled report for each person manually as I may forget to do this. (especially because I do not use this board, I just help with automation within the company).

Also changes to the report text will need doing 10+ times.

For Context, this is the current report automation:

every wednesday at 10:00 am,
create a report in variable "Report" with all cards assigned to me,
and send an email notification to "email@domain.co.uk" with subject "Outstanding Claims" and message "{$Report}"

What I imagine the automation to look like (* for emphasis):

every wednesday at 10:00 am,
*for each member in board*,
create a report in variable "Report" with all cards assigned to *{boardmember}*,
send an email notification to *{boardmember-email}* with subject "Outstanding Claims" and message "{$Report}"

I hope I am clear enough. I am fairly new to Trello and this may be achieved via a different method.

Thanks in advance,

Cameron

Accepted answers

Lam

Hi @Cameron Johnson-Peart - You can do something similar to that, however you'll have to create a separate command for each user. So it would look something similar to this:

every wednesday at 10:00 am,
create a report in variable "Report" with all cards assigned to *{boardmember1}*,
send an email notification to *{boardmember1's email}* with subject "Outstanding Claims" and message "{$Report}"

Then you can copy the report and repeat it for the other members. One thing to keep in mind here is that the user will always get an email Wedneday morning even if the report doesn't contain any cards.

All comments

Lam

Hi @Cameron Johnson-Peart - You can do something similar to that, however you'll have to create a separate command for each user. So it would look something similar to this:

every wednesday at 10:00 am,
create a report in variable "Report" with all cards assigned to *{boardmember1}*,
send an email notification to *{boardmember1's email}* with subject "Outstanding Claims" and message "{$Report}"

Cameron Johnson-Peart

Lam,

Thanks for your reply.

I feared I would have to create one for each member.

Is it possible to recieve a notification when someone is added to a board? As I said I do not use the board so keeping this list up to date may be hard.

Lam

Hi @Cameron Johnson-Peart - We don't always send out any notifications when new members join a board. There are two scenarios where we would currently send out a notification:

1. A user joins your board through the a share link generated by you

2. You invite a new user (who doesn't have an existing Atlassian/Trello account) and they accept the invite

I think if you can get your board members to only share the invite link instead of inviting them directly then that would be a possible workaround.

Another method is to use the Trello API to create a webhook when someone is added to the board: https://developer.atlassian.com/cloud/trello/guides/rest-api/webhooks/ - This process is a bit more involved and will assume you have knowledge working with APIs.