[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 Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
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!

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Fadoua
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
December 13, 2021

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

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Jack Brickey
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
December 13, 2021

That is pretty slick.

Like • Mark Fowles likes this
Mark Fowles December 16, 2021

Thanks so much for the feedback @Brittany Joiner , @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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