This integration is available on all paid Fellow plans. The Trello integration connects your meeting workflows in Fellow with your project management workflows in Trello, allowing you to sync action items between both platforms automatically.
About This Integration
The Fellow and Trello integration is a user-level integration, meaning it's configured and managed individually by each user rather than at the workspace level. Every team member who wants to use this integration will need to set it up for themselves.
Who this integration is for
This integration is well-suited for anyone who manages projects and tasks across teams, including:
Project Managers
Product Managers
Marketing professionals
Any role requiring task management across platforms
What This Integration Does
The Trello integration provides three main capabilities:
Automatic sync for note series
Connect a Fellow note to a Trello board so that all action items created in that note are automatically synced to the correct Trello board and list. No manual work required.
Automatic card creation
Any action item assigned to you in Fellow will automatically generate a corresponding card in Trello.
Two-way sync
Task names, due dates, and completion status are automatically kept in sync between Fellow and Trello. Both platforms will always reflect the latest state of your work.
Connect Your Trello Account
Before you can sync action items, you need to connect your Trello account to Fellow.
Steps to connect
Go to User Settings → Apps & integrations
Scroll to the Automation section
Click the three dots in the upper right corner of the Trello card
Click Connect
Review the permissions in the authorization popup
Scroll to the bottom and click Allow
You'll see a success notification at the bottom of your screen
Once connected, you can sync individual action items with Trello cards.
Sync Individual Action Items to Trello
You can manually sync specific action items from Fellow to Trello.
Steps to sync an action item
Create an action item in Fellow
Click the three dot dropdown at the end of the line next to the avatar
Select Link to Trello
Specify where the card should go:
Select the Trello board
Select the Trello list
Click Create card
The action item will now show an icon indicating it's synced to Trello. The status (complete/incomplete), due date, and assignee will stay in sync between Fellow and Trello.
In Trello, the card will show as being created in Fellow.
Connect a Series to a Trello Board
If you have a specific series that corresponds to a Trello board, you can set up automatic syncing so all action items created in that note are automatically sent to Trello.
Steps to connect a series to Trello
Visit the series you want to connect
Click the three dots in the upper right corner
Select Settings from the dropdown
Select Integrations from the sidebar
Click Trello
Select the board you want to sync with the note
Choose which list action items should go to when they're:
Incomplete
Completed
Click Connect
Once connected, all action items created in this note will automatically sync to your selected Trello board and lists.
