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Butler to create reports and then email them

I need butler to create a report for me every Monday containging all cards assigned to me that have due dates this week. I then need that report to be emailed to me. My board has 67 members on it and I want everyone on the board to be emailed with their respective cards.

 

3 answers

0 votes
Jireh Atlassian Team Oct 24, 2019

Hi Mac,

Fortunately, Butler can do exactly that! For a quick how-to, refer to Butler's "Create a Report" functionality: https://help.trello.com/article/1192-creating-reports-with-butler

@Jireh I cannot figure out how to connect the two. My problem is the "and". I can create the report, and I can send the email but I cannot create the report then send the email.

You can connect the report and the email by using the {$report} variable within the same command. Here is a screenshot showing what to do.Screen Shot 2019-10-24 at 3.27.53 PM.png

Does that make sense? Please let me know if I should clarify further.

I need this to work for all 67 members on my board. So every Monday, they should get an email with all of the cards they are assigned to that are due in less than 7 days. 

I feel like we are almost there. Thank you for your help so far!

Jireh Atlassian Team Oct 24, 2019

Unfortunately, I don't think there is a functionality to do this in one rule. What I can suggest is that every member create this rule for themselves, so each member will have an identical rule, but the email to send to will be their own.

I hope that's an adequate solution for your problem.

Is there a way to do this without the calendar function? For example, I want to add a button to my card so when I click it, it sends a list of the checklist items that still need to be completed on that card. I don't want it to go out on a scheduled date; I want it to go out when I need it to. 

Jireh Atlassian Team Oct 24, 2019

Yes, you can do that with card buttons. You can set up the card button to send an email with the checklist information using the variable {cardcheckliststate}. You can look at other available variables to send in the email here: https://help.trello.com/article/1157-variables.

Let me know if you need me to clarify anything.

Awesome! Is there a way for it to only list the items that are NOT complete?

0 votes
Iain Dooley Community Leader Oct 24, 2019

@Mac Earle I think the problem with this is that the "me" in the report doesn't get treated in context, so when you say email all members of the board, the report variable is already created.

Something like this in Trellinator will do what you need -- note that you need an Email Map list where the card name is member name and their email address is in the description:

https://gist.github.com/iaindooley/6519efe96ab9741ef4421161856a2a2e

You can read more about Trellinator here:

https://community.atlassian.com/t5/Marketplace-Apps-Integrations/Introducing-Trellinator-Automate-Trello-with-Google-Apps-Script/ba-p/925271

Got it. I figure out how to do it individually.

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