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How can I automate weekly reports?

Victoria Lisitsyna
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August 25, 2023

Please advise me how I can automate a task. I need to write a comment in the "Report" card every Monday. This comment should contain links to the cards that have been moved to the "Done" column over the last 7 days.

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Sal
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
August 28, 2023

Hey @Victoria Lisitsyna! There are two ways you can create weekly reports on Trello with Automation:

  • Prebuilt email reports – Easy email reports you can create from the Automation menu
  • Customized reports – Reports that can be customized to include specific information from your cards on your board. It's a bit more complex than the rebuild email reports. 

If you want to go with a prebuilt email report, you can follow the steps on this link: https://support.atlassian.com/trello/docs/creating-reports-with-butler/#Prebuilt-email-reports. Now, if you wish to have customized reports, you can follow these steps instead: https://support.atlassian.com/trello/docs/creating-reports-with-butler/#Customized-reports

I also recommend checking this support article if you want to have customized reports: https://support.atlassian.com/trello/docs/butler-variables/. I hope this information helps!

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