Trello Integration

Overview

Integrate Solatis with Trello to automatically create cards from action items, sync board status, and maintain visual project workflows.

Quick Setup

1. Integrations → Trello
2. Click "Connect Trello"
3. Authorize Solatis
4. Select board(s)
5. Configure card templates

Permissions: Read/write cards, boards, lists, members

Features

Auto-Create Cards

From Meetings:

Action item: "Update pricing page by Friday - Sarah"

Creates Trello card:
📋 Update pricing page
📅 Due: Friday
👤 Member: Sarah
📍 List: To Do
🔗 Attachment: Meeting transcript

Board Sync

Bidirectional:

• Solatis → Trello: Create/update cards
• Trello → Solatis: Status updates, comments
• Real-time or scheduled sync

Label Management

Auto-Apply Labels:

Priority → Color Label
- Urgent: Red
- High: Orange
- Medium: Yellow
- Low: Green

Type → Text Label
- Bug: "🐛 Bug"
- Feature: "✨ Feature"
- Task: "📝 Task"

Configuration

Board Mapping

Map Solatis Workspaces to Trello Boards:

Workspace: Product Team → Board: Product Development
Workspace: Marketing → Board: Marketing Campaigns
Workspace: Sales → Board: Sales Pipeline

List Mapping

Status to List:

To Do → To Do
In Progress → Doing
Review → Review
Complete → Done

Custom Fields

Map Data:

Estimated Hours → Card field
Story Points → Card field
Department → Label
Sprint → Board/List

Automation

Power-Up Integration

Solatis Power-Up for Trello:

• View linked documents
• Start AI chat from card
• Generate summaries
• Extract action items

Butler Automation

Combine with Butler:

WHEN card moved to "Done"
THEN update Solatis status
AND notify stakeholders
AND archive if older than 30 days

Use Cases

Agile Sprint Board

Setup:

Lists:
- Backlog
- Sprint Planning
- In Progress
- Testing
- Done

Automation:
Meeting → Creates cards in Backlog
Sprint planning → Moves to Sprint Planning
Development starts → Moves to In Progress

Content Calendar

Setup:

Lists:
- Ideas
- Planning
- Writing
- Review
- Published

Cards auto-created from:
- Content briefs
- Meeting discussions
- Campaign plans

Client Projects

Setup:

Board per client
Lists: To Do, Doing, Review, Done

Cards created from:
- Client meetings
- Email requests
- Support tickets

Best Practices

• Use clear card titles
• Add due dates to all cards
• Attach source documents
• Regular board cleanup
• Consistent labeling
• Archive completed cards

Next Steps

• Asana Integration - Alternative PM tool
• Jira Integration - Development PM
• Task Automation - Workflow guide

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Last Updated: October 11, 2025