Joe works in Trello.
Enquiries that need action become cards on the board your team already works from. He answers the customer and does the Trello work in the same breath.
400 credits on us for 7 days to decide if he keeps the job.
One conversation. The Trello work, done live.
Watch the left side: a customer writes in. Watch the right side: Trello fills itself in as Joe answers. That is the whole product.
Custom cake for the 22nd, here is the design. [photo]
Gorgeous. Pickup or delivery on the 22nd?
Pickup at noon.
Order confirmed, deposit link sent. See you on the 22nd.
Card · Orders boardCardCustom cake, June 22ListConfirmedAttachmentDesign photo from chatDueJune 21, prep dayNoteDeposit takenWritten by Joe, mid-conversationNot a sync. A colleague.
Integrations usually move data after the fact. Joe uses Trello during the conversation, so the customer gets the answer and the record is already right.
Creates cards from conversations that need follow-up
Attaches the conversation as context on the card
Keeps the board your team already uses up to date
Real conversations, real records.
“Can you add packing to my booking?”
Joe updates the job card on the operations board so the crew sees the change before the truck rolls.
“Custom cake for the 22nd, here is the design.”
Joe creates the order card with the date, the design attached and the deposit noted.
“Logo tweak: can the mark be darker?”
Joe adds the request to the client's card with the message attached, and the designer sees it in context.
Three steps, no code.
Connect Trello
One authorisation in the dashboard. No API keys to paste, no middleware to host, nothing to deploy.
Tell Joe when to use it
In plain language, like briefing a new hire: "log every enquiry", "only book in the afternoon diary". No flow charts.
Joe acts mid-conversation
From then on Joe reads and writes in Trello while the customer is still talking, and the record is done before the goodbye.
Any channel in. Trello updated.
Whichever way the customer arrives, the Trello side is handled the same way, with the same rules.
See every channel →Are you open Sunday? I would like a Clio.
Yes, 9 to 6. A Clio is £78 for the day. Shall I book it?
Need a quote on 3 vans for two weeks in August.
Quote sent. 3 vans, 14 days, with the long term discount.
How much for a deep clean on a 3 bed?
£185, or £155 with a monthly visit. Saturday is free.
Running late, can I move my 3pm?
Moved to 4:30 and confirmed. See you then.
Do you cover Bordeaux for a monthly garden contract?
We do. A monthly contract starts at £89. Want the details?
Is the brunch menu on today?
It is, until 3. Want me to book you a table for two?
I need a refund of £240.
Refunds over £200 go to the team. Passing you over now.
I would like to reschedule my delivery.
Done, moved to Thursday morning. Anything else?
Do you take on agency partnerships?
We do. I can set up a call with the team this week.
Where do I buy this kit?
Link is in the description. Ships in 48 hours.
What is the price for the annual plan?
£1,490 with the yearly discount, from the price list.
Has order 4512 shipped?
Yes, this morning. Tracking sent to the customer.
Do you ship to Ireland?
We do, 2 to 3 days. Want the checkout link?
Channel to Trello, ready to go
Trello questions, answered.
Do I need to build a flow to connect Trello?
No. You connect Trello once and describe in plain language when Joe should use it. He decides in the conversation, the way a colleague would, so there is no canvas of nodes to maintain when things change.
What if Trello is unavailable?
Joe still answers the customer. The action is retried, and if it cannot complete he escalates to your team with the full conversation attached, so nothing is silently lost.
Can I control what Joe is allowed to do in Trello?
Yes. You set the rules: what he may read, what he may write, and what always goes to a person first. You can require approval before any action.
How long does setup take?
Connecting a tool takes a couple of minutes. Most businesses are live, answering and acting, in about twenty minutes total.
Joe's ready. Are you?
Connect Trello this afternoon. The first record writes itself tonight.
400 credits on us for 7 days to decide if he keeps the job.