We're using Trello to track our sales pipeline.
I'd like a report that sends the values of all estimates sent during a week (either as a sum or a list of individual amounts).
I'm only seeing ways to send reports based on what the list looks like at a certain moment, but I'm looking for all cards that were in the "Estimate Sent" list even if they aren't there anymore.
Is this something Trello can do?
Hi Daniel, welcome to the Atlassian Community!
You have the option to set up a Custom Field for storing the estimates sent date. This will allow you to generate a report using that date. Let me show you an example:
every friday at 7:00 pm, create a report in variable "weekly" with all cards with custom field "Estimate sent on" set to a date between 0 and 5 days ago using pattern "{cardname} - Value: {{%Value}} \n", and send an email notification to every member on the board with subject "Weekly" and message "{$weekly}"
You can use these documents as a reference to build your automation:
Create email reports with Automation
Automation variables
Use Custom Fields in rules
Let me know if you have any questions!
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