The AI Agent acts as a virtual SDR (Sales Development Representative) inside Trello, taking over the "top-of-the-funnel" work that SDRs normally spend hours on daily. Here's how it works with Trello:
Imports prospects from CRMs or lead sources and automatically creates Trello cards for each lead with relevant details and tags.
Crafts tailored messages across email, LinkedIn, and WhatsApp using role, industry, and engagement data tracked in Trello cards.
Interacts in real time to determine fit, timeline, and buying intent, automatically moving cards between Trello lists.
Books qualified meetings directly into Google Calendar, Outlook, or Calendly—automatically updating Trello cards with meeting details.
Moves unqualified leads into "Nurture" lists on Trello and runs multi-step re-engagement campaigns.
Logs every outreach step in Trello, while also sending real-time alerts to Slack or Microsoft Teams.
Our Trello AI Agent offers sophisticated capabilities to transform your sales process and accelerate pipeline growth through intelligent automation integrated directly with your Trello boards.
Outreach at scale—automated messages tailored to each lead, tracked as Trello cards with due dates, labels, and follow-up actions.
The AI Agent qualifies leads in real-time using AI-driven scoring models. Leads are automatically moved into the right Trello lists (e.g., Hot, Warm, Nurture).
No more back-and-forth emails. The agent integrates with Google Calendar, Outlook, Calendly and logs confirmed meetings directly into Trello cards.
Pulls context from CRM history, Trello notes, FAQs, product docs, and enriches conversations with personalized, consultative insights.
Works across email, LinkedIn, WhatsApp, Slack, and SMS, while updating every touchpoint into Trello automatically.
Cold leads are automatically moved into Trello "Follow-Up" lists with AI-driven re-engagement campaigns that keep them warm until they're ready.
Build Trello automations: assign cards, update statuses, trigger outreach, and define qualification rules—all with a no-code Trello Power-Up interface.
Every interaction is visible: each card shows the full timeline of outreach, replies, qualification notes, and meeting bookings.
Our Trello AI Agent solution offers unique advantages that set us apart in the sales automation space, delivering results that transform your sales development process.
All outreach, qualification, and meetings tracked on your boards. No need to switch between multiple tools—everything happens in Trello.
Powered by RAG and enriched data, the agent sends messages that sound human and context-aware, directly linked to Trello card data.
Design custom playbooks via Trello Power-Ups with drag-and-drop interface. No technical expertise needed to set up complex workflows.
From 100 to 100,000 leads, managed effortlessly in Trello. Scale your operations without hiring additional SDRs.
Track prospects from first touch to booked meeting in Trello. Complete transparency into your sales pipeline at every stage.
Encrypted, auditable, fully logged. Every interaction is tracked and compliant with your security requirements.
See how organizations are transforming their sales development process and accelerating pipeline growth with our Trello AI Agent.
Product Demo Platform
A SaaS company integrated Trello with their CRM. Every new lead appeared as a Trello card, the AI Agent ran email + LinkedIn outreach, and once qualified, meetings were auto-scheduled and logged in Trello. The visual pipeline in Trello helped the team prioritize and track progress.
"Having everything in Trello made our sales process so much clearer. We could see exactly where each lead was in the pipeline and what actions the AI agent was taking."
— Sarah Chen, VP of Sales
Property Management & Sales
Inquiries were automatically captured as Trello cards. The AI Agent replied instantly via WhatsApp + email, qualified them, and scheduled tours. Cold leads moved into a nurture list on Trello with automatic follow-up sequences, providing complete visibility into the lead lifecycle.
"Seeing all our leads organized in Trello boards made it so easy to track progress. The AI agent moved cards automatically based on qualification status."
— Marcus Rodriguez, Sales Director
Cloud & Infrastructure Services
An IT services team used Trello boards to visualize pipeline stages. The AI Agent enriched leads, ran outreach, and flagged "hot" leads as priority cards with special labels. This visual approach helped reps act at the perfect time, improving conversion rates significantly.
"The visual pipeline in Trello with AI automation was a game-changer. We could instantly see which leads needed attention and act accordingly."
— Jennifer Kim, Operations Manager
Pre-configured AI agents designed specifically for different Trello workflows. Choose your template and deploy intelligent sales automation in minutes, seamlessly integrated with your Trello boards.
Creates Trello cards for new leads, moves prospects through "New Leads → Qualified → Demo Booked" lists, and automatically schedules product demos with calendar integration.
Manages property inquiries as Trello cards, qualifies buyer intent via WhatsApp, moves leads through "Inquiries → Qualified → Tours Scheduled" with automated follow-ups.
Organizes enterprise accounts in Trello, runs LinkedIn campaigns, tracks stakeholders as card members, and manages complex sales cycles through board lists.
Creates cards for abandoned carts, manages "Cart Abandon → Re-engagement → Recovery" workflow, tracks customer lifetime value with Trello labels and due dates.
Industry-specific configurations ready to deploy with full Trello board integration
Automatic card creation, list movement, and label assignment
Custom lists and automated card progression rules
Automated labeling for lead status, priority, and source
Visual progress tracking and conversion metrics on boards
Our team can create industry-specific Trello templates tailored to your unique sales process, board structure, and workflow requirements.
Find answers to common questions about our Trello AI Agent and how it can transform your sales development process.
With Trello AI Agents, you can turn your Trello boards into a complete sales execution hub—automating outreach, qualification, and scheduling without adding SDR headcount.
The Trello AI Agent imports prospects from CRMs and automatically creates Trello cards for each lead. It crafts personalized outreach messages via email, LinkedIn, and WhatsApp using enriched lead data. The agent qualifies leads in real-time, moving cards between Trello lists (Hot, Warm, Nurture) based on qualification results. Qualified leads trigger automatic meeting scheduling through Google Calendar or Calendly, with meeting details logged directly in Trello cards. Cold leads are moved to nurture lists with automated follow-up campaigns, while hot leads generate instant Slack/Teams alerts for immediate sales team action.
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Don't let manual prospecting slow your growth. Turn your Trello boards into an automated sales execution hub that works 24/7.