How to Automate Trello with Butler! (5 Workflow Examples)

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Automating tasks in Trello has never been easier! The Butler for Trello power-up allows you to create rules, scheduled commands, and custom buttons to enhance your workflows.
In this video, Scott Friesen shows you 5 different ways to use Butler for Trello. From automatically adding checklists and comments, to archiving cards on a regular schedule, you’ll be amazed how this power-up can improve your project management.
0:57 Setting card defaults
4:27 Reacting to other actions
7:47 Cleanup routines
9:22 Schedule due date actions
11:25 Process automation
Butler for Trello: butlerfortrello.com/
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Scott Friesen is a productivity specialist and founder of Simpletivity training and consulting. He is also a prolific public speaker, workshop leader, and time management coach.
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Опубликовано:

14 июл 2024

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Комментарии : 64

@Simpletivity 6 лет назад

⚙️ How are you going to use Butler? And to learn more visit: ButlerForTrello.com

@michelevanderworp1274 4 года назад

This seems like a great way to set up automatic workflows if you work in sales and are managing a lot of clients. I'm going to use the automatic due date feature for follow ups for sure! Thanks for the tutorial!

@AddlerMartin 4 года назад

Old-school type of video. Goes straight to what matters. Very nice!

@Simpletivity 4 года назад

Glad you liked this one. Thanks for watching!

@BeyondBorders00 5 лет назад

This is a great topic to cover. Please post more like this in the future. Excellent!!!

@Simpletivity 5 лет назад

Thanks for letting me know how much you like this one, Friedrich.

@kay191105 5 лет назад

Very powerful and great delivery. I will be adding this power-up real soon

@Simpletivity 5 лет назад

Have fun creating some amazing workflows!

@ivvie1452 6 лет назад

I'm adding Butler right now! Thanks for explaining it

@Simpletivity 6 лет назад

You're most welcome. Thanks for watching!

@mateusmx1217 3 года назад

THANK YOU!!!!!! I WAS ALMOST GIVING UP WITH TRELLO AND GOING TO ASANA OR NOTION

@kitokid86400 3 года назад

damn.. I was the same. I didn't know I was missing out a lot.

@tatianaa.2723 3 года назад

Gave up with Trello and focused on Notion. Wish I saw this earlier! 😭

@Simpletivity 3 года назад

I'm so glad you found this video! Thanks for sharing.

@jordonschwann2107 4 года назад

Thank you Organization God. You saved my life. p.s. Loving the monthly sock subscription btw

@girlball12 4 года назад

Very helpful. Thank you!

@ericamartin74 5 лет назад

Thanks for this awesome video. One thing you might want to add is that the schedule feature is only available if you upgrade to at least a Trello Gold account.

@barneroxettecarpio7928 8 месяцев назад

Thank you! helped me sooo mucch!!

@Simpletivity 8 месяцев назад

You're welcome!

@PocketSurvey 5 лет назад

Great video, so well explained👍

@Simpletivity 5 лет назад

So glad that you liked this one!

@sohaibali7651 Год назад

Thanks, I will get my hands on to Butler

@kaveengoonawardane9651 4 года назад

Great video! Thanks!

@Simpletivity 4 года назад

You're welcome!

@l30nh4rt 5 лет назад

I think this is amazing tools!!!

@Simpletivity 5 лет назад

Thanks for watching, Hary.

@henry1733 2 года назад

Thanks a lot.

@electricalservicesmaroc 26 дней назад

Thanks 🎉🎉

@Simpletivity 25 дней назад

You're very welcome!

@electricalservicesmaroc 25 дней назад

@@Simpletivity Hello, I would like to get your opinion on using Trello for managing the daily tasks of an electrician and coordinating a team of 10 people. Thank you in advance for your feedback and advice.

@philippetschoeppe9307 4 года назад

Great !

@sachinnile4254 5 лет назад

Awesome

@sharuloveshats6050 4 года назад

This video was really useful for a novice like me. Do you have any tips on whether it is best to make each team member for the same project a separate board? Since each of their task lists are quite involved? And if so can I as the project manager have a way of overseeing all the 'boards' aka team members at a glance? Please advise or point me in the direction of a similar set up/template/video blog. Thanks again :)

@jenimiss3021 8 дней назад

Can we add a trigger to create a “list” with a particular header say for example “w/c 8 July”?

@Simpletivity 6 дней назад

Yes, you can.

@stan49-3 4 года назад

Awesome video again, thanks ! Is there a way to synchronize cards between personal a team boards ? Like when when task is moved to "completed" on personal, it will be the same on team.

@Simpletivity 4 года назад

As long as you are using the same Trello account for both boards, then yes this should work.

@loliradotopper 4 года назад

when an item is added to checklist "Task Lists" by anyone, convert the item to a linked card, set custom field "Project Name" to "{triggercardname}", and move the card to the top of list "Todo Lists"

@BenjaminLStewart 2 года назад

Thanks for this video. Do you know of a rule that automatically assigns a certain time of day to any card with an assigned due date? I would like to automatically assign "11:55 PM" to any card with a due date.

@jonuy6624 4 года назад

I have applied butler automation to our board with rules, board buttons and card buttons. Right about the time we implemented it, Trello mobile doesn't automatically sync anymore and would have to click the sync button manually. Setting for auto sync is also turned on. Is that normal to have to do it manually or is there some settings that needs to be changed in trello mobile?

@sarahkottke676 4 года назад

Can you move empty lists to the right automatically?

@raelynnetonkin5125 2 года назад

Syncing cards in trello

@sarafeijoo6906 Год назад

Hi Simpletivity! Thank you so much for your Trello videos. They have been really useful. However, I can't find the Butler power-up. I don't know if it is because I have the latest version. Do you know a similar Power-up app?

@Simpletivity Год назад

Butler is no longer a power-up but is built right into Trello. It is now just referred to as Automation. I hope that helps!

@gabrielmetreresende9051 4 года назад

Wow

@justsoho787 2 года назад

Hello everyone. How do I make a card move to another list after a specified time ??

@laurabennett7686 3 года назад

how do you create this rule trigger "when a card without custom fields "**Deliverable" - i can't see this from the custom triggers that are presented to me

@belowasmelashgebremariam 2 года назад

Checking leyba

@loubnaidrissialami6674 4 года назад

are rules for free or are we limited to one free rule ?

@Simpletivity 4 года назад

Butler rules are now free for all Trello users. But you can find details about usage and quotas here: help.trello.com/article/1181-butler-features-and-quotas

@aaronmccann9711 5 лет назад

Can I do invoices on butler

@Simpletivity 5 лет назад

No, Butler is designed to automate processes within Trello. However, you could use it in connection with something like Zapier to create an invoice in another program.