Best Trello Automations: 7 Workflows to Boost Productivity

Quick Overview

The video demonstrates seven powerful Trello automation workflows, including setting up card-to-top-of-list rules for new inbox items, creating recurring daily/weekly tasks using scheduled automations, implementing staged-based workflow triggers based on label changes, and using advanced filters to automatically move content cards between production stages, all designed to save significant time and reduce manual effort in business processes.

Key Points: The tutorial covers seven key Trello automation workflows to boost productivity and reduce stress. Automation 1: Moving any new card added to the 'INBOX' list to the top of that list (0:43). Automation 2: Creating a recurring daily task card titled 'Morning Routine' in the 'DOING | TODAY' list every weekday at 6:00 AM, adding a 'Routines' label and the 'Morning Routine Checklist' (4:58). Automation 3: A weekly cleanup rule runs every Friday at 10:00 PM, moving all cards from 'TO DO | THIS WEEK' back to 'INBOX' (9:31). Automation 4 (Staged-Based): When a card with the 'Video' label moves to the 'READY TO PUBLISH' list, it automatically adds the 'Post Upload Video Checklist' and assigns the user @karljacobson1 to the card (14:20). Automation 5 (Staged-Based): When the 'Content Production Checklist' is completed on a card in 'CONTENT PRODUCTION', the card automatically moves to the 'READY TO PUBLISH' list (21:35). Automation 6 (Advanced Filter): Every month on the 1st at 11:00 PM, move all cards older than 30 days from 'INBOX' to 'MAYBE/SOMEDAY' (12:53).

Context: Productivity Coach Karl Jacobson presents a tutorial demonstrating seven specific Trello automation workflows designed to streamline project management, reduce manual upkeep, and prevent overlooked tasks. The demonstration uses a custom Trello board structured with workflow stages like 'INBOX', 'TO DO | THIS WEEK', 'DOING | TODAY', 'CONTENT PRODUCTION', 'READY TO PUBLISH', and 'DONE', illustrating how rules and scheduled automations ensure consistent task progression and board cleanliness.