Automation overview

Trello's automation lets you make things happen automatically whenever a certain condition is met. Most things you can do in Trello can be done with automation.

Automation terminology

Automation types

Rules: Make things happen whenever specific conditions are met. For example, a rule that assigns a card and moves it to the top of a list whenever a new card is added to the board. Watch video example about rules

Card button: Make things happen when a button is pressed on the card back. For example, a button that assigns a card, then sets a due date for next week and adds a specific label. Watch video example about card buttons

Board button: Make things happen when a button is pressed in the board header. For example, a button that reorders or moves all cards in a list that match a specific criteria. Watch video example about board buttons

Scheduled: Make things happen automatically on a set schedule. For example, sort a particular list by due date every day. Watch video example about scheduled automation

Due Date: Make things happen automatically based on a card’s due date. For example, add a specific label 7 days before a card is due. Watch video example about due date automation

Get started with suggested automation

Explore frequently used automations and suggestions that are based on your activity in Trello.

Automation tips and suggestions

Add automations to get repetative tasks done faster. Suggestions are based on things you do often in Trello:

1. Open a board and select the Automation menu from the board header

2. Select Suggestions

3. Select Add, and customize the automation or select Save to add it to your board immediately

Quick email reports

Select from four prebuilt email reports. The recipients you added will start receiving that report on a regular schedule:

1. Open a board and select the Automation menu from the board header

2. Choose Email reports

3. Choose from one of the four prebuilt report types

4. Optionally, customize the schedule, recipients, subject, and message

5. Select Schedule report

List automation builder

Quickly add automation to sort a list on a schedule or trigger an action whenever a card is added to it:

1. Open a board and select the list actions menu (…)

2. Choose an option in the Automation section

3. Choose how you want the list to be sorted

4. Select Add new rule

Card button builder

Add a card button from the card back. The card button will appear on all cards on your board. Press it to trigger actions on that card.

1. Open a card

2. Select Add button

3. Give the button a title

4. Choose what you want the button to do

5. Optionally, select Add action to do more things automatically when the button is pressed

6. When you’re done, select Add button

Create custom automation

Use the automation builder to explore all of Trello’s automation features. Explore custom automations

Automation is available in all Trello Workspaces. Paid Workspaces have increased quotas and limits. Compare automation quotas and limits