Trello is one of the project and work management tools Filed connects to. Ask Filed Chat what is on a client's board or which items need review before a deadline, and it reads from the Workspaces and boards the connected member can access. Routines can run the same checks on a schedule.
Read access is always on. Write access is a separate switch your firm enables after review. For client-sensitive boards, connect with a dedicated firm account so access stays deliberate.
How it works
- See projects, tasks, assignments, and due dates
- Find items that need review before a deadline
- Create or update approved work items with write access
- Works within the connected member's Workspace and board access
Ask Filed, in your own words.
Starting points for this connection. Swap the bracketed details for your client and your dates.
Summarize the Trello information for [client name] for [date range].
Find items in Trello that need review before [deadline].
With write access enabled, prepare the approved Trello update and show the proposed changes first.
The questions firms ask us
You sign in with a Trello member of the required Workspace and boards and approve the authorization. Filed then works with what that member can see.
Filed only sees boards the connected user is a member of. Make the authorized user a board member, and use a dedicated firm account for client-sensitive boards.
Only when write access is enabled on the connection. Verify against a known board first and keep write off until your firm approves.