Auto-organize incoming Trello cards

The inbox list on your Trello board fills up faster than anyone sorts it. An Orkeste agent reads the new cards, decides which list each one belongs to and moves it there. It can also turn requests that arrive by email into cards.

The problem

Requests land in an inbox list and stay there until someone has an hour to sort them. Urgent ones wait with the rest.

How the workflow runs

Runs: Every hour or every day.

  1. List new cards: The agent lists the cards in your inbox list.
  2. Choose the list: It decides where each card belongs, using the rules in its briefing.
  3. Read emailed requests: Optionally, it reads recent emails in Gmail or Outlook and prepares a card for each new request.
  4. Approve: Moves and new cards can wait in Validations for the ops lead.
  5. Move and create: Approved cards are moved to their list, and new cards are created.

Keep moves behind approval for the first weeks, then let the agent sort on its own once its choices are reliable.

Who does what

What this workflow does not do

Works with your stack

Questions about this workflow

Can it add labels or assign members?

Not today. Agents list boards and cards, create cards and move them between lists.

Can it create cards from emails?

Yes. The agent reads recent emails in Gmail or Outlook and creates a card for each request, with the context in the card.

What decides the list?

Rules you write in the briefing, for example by type of request, client or urgency.

Related workflows

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