How to set up a Slack to Trello task management automation

Managing tasks efficiently is crucial for productivity. This automation will help you turn Slack messages into Trello cards, for efficient task management and for making sure that no task gets forgotten.

Follow these simple steps to set up the automation using Zapier.

If you don’t have a Zapier account, sign up for free here.

Step 1: Set Up Your Zap ⚡

Click on "Create Zap" to start a new Zap.

Step 2: New Message in Channel (Slack)

In the Zap editor, search for and select Slack as the trigger app.

In the 'Event' field, choose "New Message Posted to Channel" as the trigger event (this will start the Zap whenever a new message is posted in a specific Slack channel).

Click Continue, then “Sign in to Slack” to authorize Zapier to access your Slack workspace.

Choose the Slack channel you want to monitor for new messages, then click Continue

Test the Trigger: Zapier will pull in the most recent messages from the selected channel to test the trigger. Ensure everything looks correct and click “Continue.”

‍Step 3: Extract Task Info (ChatGPT)

Search for and select ChatGPT as the action app.

In the 'Event' field, choose "Conversation" as the action event (this allows you to use ChatGPT to process the Slack message and extract task-related information).

Click Continue, then connect to ChatGPT and authorize Zapier to access your ChatGPT account.

Enter a prompt that instructs ChatGPT to extract task details from the Slack message. For example, "Extract task information from the following message: {Message Text}."

Test the Action: Zapier will send the sample message to ChatGPT and receive extracted task information. Ensure the output is as expected and click “Continue.”

Step 4: Create Trello Card (Trello)

In the Zap editor, add a step, then search for and select Trello as the action app.

In the 'Event' field, choose "Create Card" as the action event (this will create a new card in Trello with the task information extracted by ChatGPT).

Click Continue, then click on “Sign in to Trello” and authorize Zapier to access your Trello account.

Select the Trello board and list where you want the new card to be created. Use the task information extracted by ChatGPT to fill in the card details such as the title, description, and due date.

Test the Action: Zapier will create a new card in Trello using the sample data. Ensure everything looks correct and click “Continue.”

Step 5: Notify Team (Slack)

In the Zap editor, add a step, then search for and select Slack as the action app once again.

Choose "Send Channel Message" as the action event (this will notify your team in Slack about the new Trello card).
‍
Click Continue, then select the channel where you want to send the notification. Customize the message to include details about the new Trello card, such as its title and a link to the card.

Test the Action: Zapier will send a sample message to the selected Slack channel. Ensure everything looks correct and click “Continue.”

Step 6: Review and Turn On Zap⚡

Review all the steps in your Zap. If everything looks good, turn on your Zap.

Now, whenever a new message is posted in the selected Slack channel, a Trello card will be created, and your team will be notified.

Conclusion

By setting up this automation, you ensure that no task mentioned in Slack is overlooked. This integration helps keep your team organized and efficient, with tasks automatically tracked in Trello and notifications sent to the relevant channels.

For more information about automating your workflows, book a free consultation with the guys at Eleventh AI.