Trello, connected to the rest of your company.
Trello holds a piece of your business; the manual work lives in the gaps around it. We build the automations that close those gaps, against your existing account, with a person signing off on anything that matters.
What Trello is
Trello is a visual board tool from Atlassian. A board holds lists, and cards move from list to list as work progresses. Small teams, freelancers and agencies use it to track orders, editorial calendars, job applicants and simple sales pipelines. In most boards the list a card sits in is the status of the job, and the card carries everything known about it.
What an automation reads and writes there
- Cards with descriptions and due dates
- Lists that stand for stages
- Checklists on a card
- Labels and members
- Comments and attachments
Work that gets built around Trello
Applicants as cards on a board
A CV arrives by mail or form. It is parsed, matched against the role and added as a card in the first list with a short summary. The recruiter decides by moving the card; outreach is sequenced and every automated step is logged. Catalogue price: $1,190 for setup and $79 per month for care.
Built as: Recruiting pipeline with the paperworkFault reports on a repairs board
A tenant reports a fault. The report is triaged and appears as a card with an urgency label and the address. When the property manager moves it to the approved list, the contractor receives the order; the invoice is later reconciled against the card, and the month's cards feed the report.
Built as: Repairs desk for property managersContent drafts waiting on a card
A card with a finished case study is moved to the list for repurposing. Posts, a newsletter section and an article draft are attached to it as drafts. A person reads them and moves the card to the approved list, and nothing is published before that move.
Built as: Content factory with approvals
Before you automate against it
Access to Trello is tied to a Trello user, and the automation sees exactly the boards that user can see. Create a dedicated member and add it only to the boards involved. Settle which list stands for which stage: a newly created list with the same name is a different list.
The controls
- How we connect Through Trello's own interfaces - API where it exists, structured exports and the mailbox where it does not. Nothing installed inside your Trello account behind your back.
- What usually gets built Data leaving Trello into invoices, CRM records and reports; data arriving into Trello from orders, forms and mail - the retyping in both directions is the work that disappears.
- The controls A written spec, a full run record, an approval queue for consequential steps, and a signed proof afterwards. The same four controls every OAKMONT automation runs with.
Common questions
- Can Trello cards be created automatically from emails or forms?Yes. Trello has a documented public API that creates cards, sets due dates and labels, fills checklists and attaches files. The harder part comes before the card exists: reading the email or the form, deciding which board and list it belongs to and what the card should say.
- Trello already has built-in automation. What is left to build?Trello's own automation acts on cards inside Trello: it moves them, labels them and sets dates when something happens on the board. It does not read a CV, a tenant's fault report or an invoice, and it does not write to your accounting or CRM. The crossing between systems is what gets built.
- Can OAKMONT automate Trello?Yes - Trello is on the creator's systems list, and automations are built against your existing account through its own interfaces. Describe the workflow and a person replies with a fixed quote.
- What does a Trello automation cost?Catalogue prices start at $490 for a single delivered workflow, with care from $79/month. The fixed price for your case is confirmed by a person in writing before any work starts.
- Is our Trello data safe?Every automation runs with a written spec and a full run record, consequential steps wait for human approval, and for work that must never leave your building there is the Private AI Box - the whole stack on your own hardware.
The full catalogue, with prices and the ROI dial: browse the automations