Trello boards that show where every client stands

Ideas to put to work

Boards that show where every client stands, kept current from email and agreements.

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  Weekly board summary

  Sofia reads lists, cards and checklists and summarizes what moved, what's stuck and what's due for each client.

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  Client emails into cards

  Sofia reads client requests in Gmail and, with your approval, creates a card with the details and attaches the files.

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  Standard steps on every engagement

  When a new engagement card appears, Sofia reads your standard process in Notion and adds its steps as checklist items, with your approval.

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  Signed work starts on the board

  When a DocuSign envelope completes, Sofia creates the engagement card in the right list, with your approval.

Works well with

• GmailGoogle's email for business
• NotionWorkspace for notes, wikis and databases
• DocuSignElectronic signatures and agreement workflows
• AsanaWork management for projects and tasks
• ClickUpProject management for tasks, docs and goals
• Mmonday.comWork management boards for projects and workflows
• JiraIssue and project tracking
• LinearIssue tracking and project planning