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[Trello Holiday Calendar] Day 13: Reply to emails with Trello automations

Hey everyone! 👋

Firstly, did you know that you can reply to emails directly from Trello? With the Email for Trello Power-Up, new emails arrive as Trello cards so the whole team can get stuck in. Secondly, you can even use automation to reply! 🤯 This can be based on any trigger, whether that’s completing a checklist, adding a label, or moving a card.

Power through your inbox without lifting a finger! Here’s how:

  1. Create a Saved Reply. This is your email template for dealing with common queries. Include variables to make it personal and relevant to your customer.
  2. Create a Butler rule to send your Saved Reply. In this example, Pet Cuts salon sends their customer an email when a card is moved to their ‘Done’ list.

EmailAutomationInTrello.png

You’re all set!🎉 Let automation take the work out of email, so that your team can focus on the important stuff.

4 comments

Brittany Joiner
Community Champion
December 13, 2021

@Mark Fowles thanks! This also works really well with other power-ups, depending on your use case! For instance, if you're trying to email contacts, pairing this with Crmble works really well. 

I'm also thinking about using this to field questions I get about Trello and having a better process for responding to those quickly!

Like • 3 people like this
Tinker Fadoua
Community Champion
December 13, 2021

Amazing!!! I just tried it. It worked. Thank you @Mark Fowles  for sharing!

Like • 2 people like this
Jack Brickey
Community Champion
December 13, 2021

That is pretty slick.

Like • Mark Fowles likes this
Mark Fowles
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
December 16, 2021

Thanks so much for the feedback @Brittany Joiner , @Tinker Fadoua and @Jack Brickey :)

Keep a look out for another tip next week that will take Email for Trello to a whole new level!

Like • Laura Holton _ACE Rotterdam_ likes this

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