Methodologygeneric
Trello Automation
Automate Trello board management, card workflows, power-ups, and team collaboration
claude-office-skills/skills
Install
Use with your agent
Install the Trello Automation skill, then use it as build context. Run: npx skills add https://github.com/claude-office-skills/skills --skill trello-automation. Then read the installed skill.md and follow its guidance to build or refactor my project.
Trello Automation
Comprehensive skill for automating Trello board management and kanban workflows.
Core Concepts
Board Structure
TRELLO BOARD ANATOMY:
┌─────────────────────────────────────────────────────────┐
│ 📋 Project Board │
├───────────┬───────────┬───────────┬───────────┬────────┤
│ Backlog │ To Do │ Doing │ Review │ Done │
├───────────┼───────────┼───────────┼───────────┼────────┤
│ ┌───────┐ │ ┌───────┐ │ ┌───────┐ │ ┌───────┐ │ │
│ │Card 1 │ │ │Card 3 │ │ │Card 5 │ │ │Card 7 │ │ │
│ │Labels │ │ │@Mike │ │ │@Sarah │ │ │@Lisa │ │ │
│ │Due │ │ │Due:3d │ │ │ │ │ │ │ │ │
│ └───────┘ │ └───────┘ │ └───────┘ │ └───────┘ │ │
│ ┌───────┐ │ ┌───────┐ │ ┌───────┐ │ │ │
│ │Card 2 │ │ │Card 4 │ │ │Card 6 │ │ │ │
│ └───────┘ │ └───────┘ │ └───────┘ │ │ │
└───────────┴───────────┴───────────┴───────────┴────────┘
Card Components
card_structure:
title: "{{task_name}}"
description: "{{detailed_description}}"
metadata:
labels:
- name: "Bug"
color: red
- name: "Feature"
color: green
- name: "Urgent"
color: orange
members: ["@member1", "@member2"]
due_date: "2024-01-20"
start_date: "2024-01-15"
attachments:
- type: file
url: "{{attachment_url}}"
- type: link
url: "{{external_link}}"
checklists:
- name: "Acceptance Criteria"
items:
- "Requirement 1"
- "Requirement 2"
- "Requirement 3"
custom_fields:
story_points: 5
sprint: "Sprint 15"
Butler Automation
Automation Rules
butler_rules:
- name: auto_assign_on_move
trigger:
type: card_moved_to_list
list: "Doing"
action:
- join_card
- set_due_date: "+3 days"
- add_label: "In Progress"
- name: due_date_reminder
trigger:
type: due_date_approaching
days: 1
action:
- post_comment: "@card Reminder: Due tomorrow!"
- move_to_list: "Urgent"
- name: completion_cleanup
trigger:
type: card_moved_to_list
list: "Done"
action:
- mark_due_complete
- remove_all_members
- add_label: "Completed"
- name: scheduled_archive
trigger:
type: schedule
frequency: weekly
day: sunday
action:
- archive_cards_in_list: "Done"
- older_than: 7_days
Button Commands
card_buttons:
- name: "Start Working"
actions:
- move_to_list: "Doing"
- join_card
- set_due_date: "+3 days"
- remove_label: "Backlog"
- add_label: "In Progress"
- name: "Submit for Review"
actions:
- move_to_list: "Review"
- add_checklist:
name: "Review Checklist"
items:
- "Code reviewed"
- "Tests passing"
- "Documentation updated"
- mention: "@reviewer"
- name: "Mark Complete"
actions:
- check_all_items
- move_to_list: "Done"
- mark_due_complete
- post_comment: "✅ Completed!"
Board Templates
Sprint Board
sprint_board_template:
name: "Sprint {{number}}"
lists:
- name: "Sprint Backlog"
position: 1
- name: "To Do"
position: 2
- name: "In Progress"
position: 3
wip_limit: 5
- name: "Code Review"
position: 4
wip_limit: 3
- name: "Testing"
position: 5
- name: "Done"
position: 6
labels:
- name: "Bug"
color: red
- name: "Feature"
color: green
- name: "Tech Debt"
color: yellow
- name: "Blocked"
color: purple
custom_fields:
- name: "Story Points"
type: number
- name: "Priority"
type: dropdown
options: ["High", "Medium", "Low"]
Content Calendar
content_calendar_template:
name: "Content Calendar - {{month}}"
lists:
- name: "Ideas"
- name: "Planning"
- name: "Writing"
- name: "Editing"
- name: "Scheduled"
- name: "Published"
labels:
- name: "Blog"
color: blue
- name: "Social"
color: pink
- name: "Video"
color: purple
- name: "Newsletter"
color: green
card_template:
name: "{{content_title}}"
description: |
**Topic:** {{topic}}
**Target Audience:** {{audience}}
**Keywords:** {{keywords}}
**Publish Date:** {{date}}
checklists:
- name: "Content Workflow"
items:
- "Research complete"
- "Outline approved"
- "First draft"
- "Edit pass"
- "Graphics ready"
- "SEO optimized"
- "Scheduled"
Workflow Automation
Card Movement Rules
workflow_rules:
to_do:
entry_actions:
- require_due_date
- require_labels
exit_requirements:
- has_assignee
in_progress:
entry_actions:
- start_timer
- add_comment: "Work started"
constraints:
wip_limit: 3
review:
entry_actions:
- notify_reviewers
- add_checklist: review_checklist
exit_requirements:
- all_checklist_complete
done:
entry_actions:
- stop_timer
- calculate_cycle_time
- notify_stakeholders
Checklist Templates
checklist_templates:
bug_fix:
name: "Bug Fix Checklist"
items:
- "Reproduce the bug"
- "Identify root cause"
- "Write fix"
- "Add tests"
- "Test locally"
- "Code review"
- "Deploy to staging"
- "Verify fix"
feature:
name: "Feature Checklist"
items:
- "Requirements documented"
- "Design approved"
- "Implementation complete"
- "Unit tests written"
- "Integration tested"
- "Documentation updated"
- "Demo prepared"
Power-Up Integrations
Popular Power-Ups
power_ups:
calendar:
description: "Visualize cards with due dates"
view: calendar
sync: true
custom_fields:
fields:
- name: "Priority"
type: dropdown
- name: "Estimate"
type: number
- name: "Client"
type: text
card_aging:
enable: true
mode: regular # or pirate mode
voting:
enable: true
one_vote_per_member: true
Slack Integration
slack_integration:
notifications:
- trigger: card_created
channel: "#project-updates"
- trigger: card_moved_to
list: "Done"
channel: "#wins"
- trigger: comment_added
notify: card_members
commands:
/trello:
- add_card
- search_cards
- my_cards
Reporting & Analytics
Board Metrics
BOARD ANALYTICS - SPRINT 15
═══════════════════════════════════════
CARDS:
Total: 45
Completed: 28 (62%)
In Progress: 12
Blocked: 2
VELOCITY:
This Sprint: 28 cards
Average: 25 cards
Trend: +12%
CYCLE TIME:
Average: 3.2 days
Shortest: 0.5 days
Longest: 8 days
BY LABEL:
Feature █████████████░░░ 18
Bug ████████░░░░░░░░ 12
Tech Debt █████░░░░░░░░░░░ 8
Other ███░░░░░░░░░░░░░ 7
BY MEMBER:
Sarah ████████████░░░░ 15
Mike ██████████░░░░░░ 12
Lisa ████████░░░░░░░░ 10
Alex ██████░░░░░░░░░░ 8
Burndown Chart
SPRINT BURNDOWN
│ 45 ┤ ▪
│ │ ▪▪
│ │ ▪▪ ← Ideal
│ │ ▪▪
│ 22 ┤ ●●
│ │ ●● ← Actual
│ │ ▪▪●●
│ │ ▪▪●●
│ 0 ┤ ▪▪●●
└────┴────────────────────────
Day 1 Day 14
On Track: ✓ 2 cards ahead of schedule
API Examples
Create Card
// Create Card with full details
const card = await trello.cards.create({
name: "Implement user authentication",
desc: "Add OAuth2 support for Google and GitHub",
idList: "list_id",
idLabels: ["label_id_1", "label_id_2"],
idMembers: ["member_id"],
due: "2024-01-20T17:00:00.000Z",
pos: "top"
});
// Add Checklist
await trello.cards.createChecklist(card.id, {
name: "Implementation Tasks"
});
// Add Checklist Item
await trello.checklists.createCheckItem(checklistId, {
name: "Set up OAuth provider",
checked: false
});
Move Card
// Move card to different list
await trello.cards.update(cardId, {
idList: "new_list_id",
pos: "bottom"
});
// Add comment
await trello.cards.createComment(cardId, {
text: "Moving to review. @reviewer please check."
});
Best Practices
- Simple Lists: 5-7 lists maximum
- Clear Labels: Consistent color coding
- Due Dates: Set realistic deadlines
- WIP Limits: Prevent bottlenecks
- Regular Cleanup: Archive completed cards
- Checklists: Break down complex tasks
- Butler Rules: Automate repetitive actions
- Board Templates: Standardize workflows