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Can I automate a weekly export to excel via email?

Delwyn I Jones February 23, 2024

I am a VERY new user to Trello - and I'm loving what it has to offer so far!
However, I do need to regularly share some of my board information with non users.

I'm able to export to excel without issue, but I'd really love to be able to automate this...

Any help or pointers would be greatly appreciated! I'm also not very technically literate so would appreciate the "dummy's guide" 

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Alina Kurishko
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
February 26, 2024

Hi there, 

Welcome to the Atlassian Community! 🙂

There isn't currently an option to automate board export, but I can suggest a workaround for that. 

Have you tried using the Board Snapshot feature? You can schedule a snapshot to be sent to specific email addresses. Email recipients won't be able to view the details of each card, but at least there'll be a list of all cards on the board. 

If you want to provide more detailed information about the board, you can look into creating a customized report which can also be sent when scheduled. 

You can find more about it here: https://support.atlassian.com/trello/docs/creating-reports-with-butler/

Hope this information helps! 

Alina | The Trello Team

Delwyn I Jones February 26, 2024

Thank you Alina 😊

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