Using AI to summarize cards

[Joe Angerosa]

I have been messing around with this new feature. Seems to work okay so far. My question is for custom fields. How can i get it to populate the custom field, for example if I have priority in custom fields, what can I put in the body of the email for it to know to set the priority to a certain level? Or even better, instead of me putting the specific name of the priority, is there a way it can set that based on what kind of words I'm using or how I am describing the project? If I say "guys this needs to be done by the end of the week!" it puts highest priority, etc. Or, if I put a custom field as "Revenue" and in my email, i say the revenue on this order is $2k, it populates it into that custom field. Are we there yet? 

[Beth French]

Hi @Joe Angerosa

The way the AI prompt is designed today we aren't specifically asking it to identify and assign custom fields but this is something worth exploring. Thank you for providing examples of how you would expect it to work.

We do ask the AI to assign a reasonable due date based on the email. What does work today is if you provide a note like "This is due by end of the week" in the body of the forwarded email, the AI does a good job setting the right due date.

Example: I sent an email today with the added text "this needs to be done by end of the week" and the AI set a date of Friday, Oct 25th as the due date.


- Beth, PM on Trello

[Joe Angerosa]

Okay got it. I figured that, but as AI evolves I think it would be a huge factor in using the software that way. I think if we had something more precise (at least at my shop) where we use Trello for production workflow, & if we had the ability to use AI to help make decisions based on a set of rules, I would have more of my team as users in the boards. Right now I only have some of the main people who handle the production flow, because some things just require a person to answer. If I could upload our knowledge base, similar to how some other AI chatbot software works, I could really help the workflow happen on it's own based on a set criteria. Just a thought! Going to keep testing with the email to board for now