Is Trello right for Loan Processors?

Question

Hi, I'm not sure if Trello can do the following:

- automated email notifications

- send out email templates

- remind a client on items that need to be collected.

Is it difficult to set these things up on Trello?

Hannah Humbert - Simpla Workflows · Answer

@Natalia Justus Yes, definitely possible! Check out the below to help you get started:

https://support.atlassian.com/trello/docs/creating-reports-with-butler/
https://trello.com/guide/automate-anything#automations-for-email-and-integrations

Let me know if you need a hand with that :)

milynnus · Answer

@Natalia Justus

The simple answer is yes. The correct board design, use of power up, automation, team work goes a long way to achieve the benefits you desire.  Here are some articles that might be helpful. Automating emails using templates is definitely doable. I used it to send reminders to subscribers.

https://newblogdoc-1-l0174261.deta.app/tags/trello/