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Trello Integration
Karin Sharon avatar
Written by Karin Sharon
Updated over a month ago

Integrate with Trello to reference tickets in your summary.

  1. Go to the Settings tab in your dashboard.

  2. Click to configure Trello.

  3. Select a Trello board

  4. In your next meeting summary, you will see ticket references based on your discussion. You can click on create ticket in the Spinach summary or go to Meeting History. You can send each ticket to a different project.

Create Trello tickets based on Action Items directly from the emailed summaries or dashboard.

Troubleshooting:

  • If you are receiving an error when creating a Trello ticket, check that the board you selected has at least 1 existing card on it

    • Spinach uses existing information from your board to determine what type of card to create

    • Create at least one card on your board and assign it to a list. Then go back into Spinach, refresh the page and try again.

    • If you still see an error screen when connecting, reach out to support at the green chat button below.

Hey Spinach Create a Ticket

If you want to make sure Spinach documents a really important ticket, during the call say "hey Spinach create a ticket..." and you'll see the ticket drafted in your summary.

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