Trello integration guide
Connect Trello with Dailybot to track card activity in your check-in reports. The integration monitors cards that are created, commented on, updated, moved, or have completed checklist items.
Tracked events
| Event | Trello action |
|---|---|
| Task created | createCard |
| Task updated | updateCard, commentCard |
| Checklist item checked | updateCheckItemStateOnCard |
Detailed setup
Step 1: Authorize
An organization admin must authorize the Trello connection from Dailybot Settings → Integrations → Trello.
Step 2: Add boards
After authorization, add the specific Trello boards you want to track. Boards are added individually.
User matching
Dailybot matches Trello users to team members using these methods:
- Username configuration — Team members set their Trello username (without
@) on the Integrations page - Direct connection — Team members click the Connect Trello button on the Integrations page
- Automatic matching — Dailybot attempts to match by full name
Configure usernames: Activity may not be properly tracked if users haven’t configured their Trello username or connected their account. Encourage all team members to complete this step.
Activity tracking in reports
- Open the check-in settings for the check-in you want to enhance
- Go to Sharing → Advanced Options
- Enable Activity tracking
Activity logged within 24 hours before a check-in response through the end of that day appears as an automatically added column in reports.
