Using Trello Email Reports

Something I don't talk about much, but figured it was about time!

Sorry we’re a little late today, I’ve been answering a bunch of Trello questions in my inbox and need to get back to yall!

Btw, did you know if you have Trello questions you can reply to this email and I’ll do my best to answer? (I prioritize responding to my premium subscribers, so make sure you are one if you wanna get bumped to the top!)

Ever wish you could wake up to a perfectly organized email with all your daily tasks waiting for you? I got a question about this recently because there’s a lot of confusion around report variables and formatting so I thought I’d share the answer with the rest of the class.

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🗞 Using Reports in Trello

This week I helped troubleshoot a super common automation issue: email reports. You set everything up, wait excitedly for your first automated email showing all your Trello cards... and get a blank email. This happens if you don’t understand how to use and reference report variables for creating reports in Trello.

When you use the “create a report” you have to create a variable name with it and then reference that in the message. So in the create report action, you’ve gotta click that button next to “report” and type a name for the variable. And then in the message you reference that with {$variableName}.

This is how it looks above once you’ve clicked the blue plus to add each step:

And here’s the email you get:

If you want a super easy way to get started with email reports in Trello, click the lightning button at the top of the page, and choose Email Reports. You’ll see some simple prompts for setting up common email reports.

Thanks for reading!! I’ll see ya next week 👋