Hello,
I am looking to automate something quite specific, and as far as I can tell, I can't do it as I was hoping... but I wanted to ask to be sure!
I'm part of a marketing team and we assign social media posts to designers on a weekly basis, so cards are created with that week's dates in the title. We have for the longest time planned out social posts in Excel spreadsheets, but are looking to move these to a dedicated board that will have each day of the month as its own card. However I would still like to assign to designers on a weekly basis, but link these individual cards upon creation of the weekly card.
I was hoping to do something like, when card is added to X, find/collect cards from Y Board with Due Date [reference dates in title] and link. This doesn't seem possible. But am I missing something? Or is there some alternative that might work?
Thanks!
Anything is possible with the API, but I'm assuming that's more hassle than it's worth, so we'll go a different route...
There is an automation that will find all cards on the board with something in the title, but you need to run that automation from the same board. So you would need to temporarily move the card onto board Y, either manually or with an automation on board X.
We'll use wildcards in order to accomplish the rest of this.
I'm going to use 2 dates for the sake of brevity. Let's say that card is titled Week 1: 6/15/25, 6/16/25. You can then use an automation on board Y that says something like when a card is moved onto the board with a name containing ": {?}, {?}" as the trigger. Create a checklist called "Items". Please note that the automation needs to be set up with the same number of {?}s as the number of dates on the card. It's hard to use wildcards if you don't know how many wildcards you need.
Now, collect all cards with a name containing "{wildcard1}" into linked items in checklist "Items". This will take all cards with 6/15/25 in the name and put them in the Items checklist on the card you copied over to board Y.
Then do that again with {wildcard2}, which will take care of the second date.
Move the card back to board X
Depending on how comfortable you are with automations, this may be enough information. I didn't fully elaborate all of the steps. If you need me to, let me know!
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This solution will work for you if the way you are setting this up is as I imagine. Feel free to clarify your setup or ask any questions if I'm being unclear.
If API is something you can work with, I think it would be even easier to set this up, but that's assuming you've already setup API access, already have a server, and that you're comfortable with writing code, which isn't most people using Trello.
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