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Creating an email-to-board Card that is an a specific template

Is it possible to to have the email-to-card configuration automatically create cards that are templates?

1 answer

0 votes
Hannah Morgan Community Leader Apr 19, 2022

Hi @Stuart Gross ! Welcome to the community :) are you using the email-to-card feature or the email-to-board feature? The latter allows you to turn emails into cards by sending an email to your board email address, so I'm assuming you're referring to this?

And are you wanting these cards that come from email to turn into template cards, or are you just wanting them to have an existing template applied to them so they get specific labels, checklists, etc.?

Hi @Hannah Morgan , Thank you for the breakdown. I'm using the email-to-board feature and I'm looking to have an existing template applied to the card that was created. Thank you!

Hannah Morgan Community Leader Apr 20, 2022

Got it! Thanks for clarifying :) The only way to create cards from templates is to either open the template card and create it from there or select the template icon on the bottom right of a list. 

However, you can use automation to apply things to cards automatically if these cards are being created directly on the board, or coming from email or some other automation. What sort of information is in your template card? For example, if it's a label, checklist, and maybe some custom fields pre-populated, you could use butler automation to set these automatically when new cards come in from email.

So, let's say you have all cards from email being sent to an "Email Requests" list in Trello. The automation could say something like:

When a card is added to list "Email Requests", apply the "Request" label, add the checklist from "Request template", and set custom field "X" to "ABC". 

Would that work for your use case?

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