Is there a way to create a custom report formatted as a csv file using automation?

Amy March 19, 2024

I would like to create a board button or setup a scheduled report that is formatted as a csv file that can be emailed to the end users

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March 19, 2024

Hi @Amy 

Creating a board button or setting up a scheduled report to be formatted as a CSV file and emailed to end users in Trello involves a few steps, and might require using Trello's automation tool, or integrating Trello with an external service like Zapier or Integromat. Here's a general approach to achieve this:

Using Trello's Built-In Automation

Trello's built-in automation tool, Butler, can automate many tasks, but it has limited capabilities regarding file formatting and email sending. Butler can help with exporting data or triggering actions, but it doesn't natively support exporting reports as CSV files directly or scheduling emails. You might need to manually export Trello board data and use an external tool to schedule and format the report. The easiest way to do it is to try Planyway power-up which provides the exporting feature.

Integrating Trello with External Automation Tools

For more advanced automation, like creating CSV reports from Trello cards and emailing them on a schedule, you can use external automation services like Zapier.

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