Trello integration
Arkeo agents for Trello
Arkeo agents work in your Trello boards alongside your team. They set up new clients, watch deadlines, follow up on late cards, file client documents, and send a status report each week.
15 minutes. You'll know which work agents can take off your team, the hours it frees up and what it costs.
What Arkeo agents do in Trello
Each agent does one job from start to finish. They start on their own, follow your process, and your team talks to them in Slack or Teams.
- ✓Makes the client's card from your templatewhen they sign
- ✓Adds the checklist, due dates and ownersame day
- ✓Links the client's folder to the cardsame day
New clients start without anyone setting them up.
Trello
Jotform
Google Drive- ✓Checks open cards and due datesevery morning
- ✓Sends deadline notices to clients and staffahead of each date
- ✓Flags late work to the ownerright away
Late work gets caught before the client asks.
Trello
Gmail
Slack- ✓Reads client email repliesas they land
- ✓Checks off the item and comments on the cardright away
- ✓Moves the card to the next listper card
Your board shows where the work really is.
TrelloGmail- ✓Finds documents clients send by emailas they come
- ✓Saves them and attaches them to the cardright away
- ✓Asks the client for what's still missingevery week
Work starts when the papers are in, not later.
TrelloGmailGoogle Drive- ✓Counts cards by list, owner and due dateevery Monday
- ✓Finds work that is late or not movingper card
- ✓Sends the report to the ownersMonday morning
Know where each client stands without opening Trello.
TrelloSlackWorks with the rest of your software
Agents carry the work from Trello into the other software your team uses, so nothing waits for someone to copy it over.
QuickBooks
Xero
Calendly
Microsoft TeamsBusinesses that run on Trello
How it connects
You make the key in your own Trello account. Nothing to install on your computers, and nothing to wait for.
Where
In Trello's app admin page. You create an app for your Workspace, make an API key on its Trello Auth tab, then approve access to get a token.
Who can do it
An admin of the Trello Workspace that will own the app.
Plan
Trello's API docs list no plan limit. Agents see the boards the Trello member who approves the app can see.
Agents can see
- Boards, lists and cards
- Due dates, checklists and labels
- Comments and card history
- Who is on each board and card
Agents can change
- New cards, lists and checklists
- Card moves, due dates and owners
- Comments and attachments
- Labels and custom fields
Agents can't
- See boards the member who approved the app can't see.
- See your Trello password. The app never gets it.
- Get back in after you delete the app.
What this looks like at your business
DeadlinesOpen cards and due dates checked. Late work sent to the owner.
Designed for firms that run work in TrelloNew client setupCard, checklist, due dates and folder set up when the client signs.
Designed for firms that run work in TrelloWeekly statusCards by list and owner, and the ones not moving.
Designed for firms that run work in TrelloIs this you?
- You run client work on Trello boards
- Your team moves cards and chases deadlines by hand
- You want more clients without more staff
✕A solo practice with one small board: not the right fit yet.
In 15 minutes, you'll know
Book a 15-minute call
Want to see what agents would do in your Trello boards?
That's the reason to book. In 15 minutes you'll know which work agents can take off your team.
Questions about Arkeo and Trello
Is my customers' information safe?
Yes. Each agent sees only what its job needs. Your client cards and files never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Do I need a paid Trello plan?
Trello's API docs list no plan limit. Agents work in the boards of the member who approves the app.
Will the agents change my boards?
They make the changes your process allows, like moving a card or adding a comment, and send the rest to your team.
Can I turn it off?
Yes. Delete the app in Trello's app admin page and the agents lose access right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.