How To Integrate Trello With Otter

Turn Conversations into Trello Cards with the Otter Integration

Otter integrates with Trello via Zapier, helping you transform key insights, tasks, and meeting notes into trackable work as a Trello user. Whether you're running standups, client calls, or just quick creative syncs, this workflow automation keeps your boards updated without you needing to lift a finger.

It’s a powerful way to capture ideas in real-time and make sure nothing gets lost after the meeting ends.

What the Otter + Trello Integration Enables

With this integration in place, you can:

• Create Trello cards automatically from new Otter recordings or action items
• Drop your transcripts or summaries into Trello lists for later reference or collaboration
• Build workflows that route all of your desired meeting insights into different Trello boards based on topic or team
• Save time by cutting out manual follow-ups and post-meeting admin

How to Connect Otter to Trello

1. Visit Zapier’s Otter + Trello integrations page
2. Choose a trigger from Otter (e.g. New Recording)
3. Choose a Trello action (e.g. Create Card)
4. Authenticate both apps and customize your Zap
5. Test and publish to start syncing Otter to Trello and making your work life easier

That’s it! You just need to choose what you want to automate and let Zapier handle the rest.

Note: Zapier integration is available for all Pro, Business, and Enterprise plans.

Key Benefits of the Otter + Trello Integration

• Action Item Sync: Create Trello cards directly from Otter action items to make sure team members can follow up on tasks without delay.
• Continuous Collaboration: Automatically add comments to existing Trello cards when a new Otter meeting is transcribed - perfect for adding extra insights, status updates, or decisions.
• Organized Recordkeeping: Log transcripts to a dedicated Trello list, creating a centralized archive that’s easy to navigate and reference at any given moment.
• Easy Workflow Automation: Customize multi-step Zaps to fit how your team works. Build workflows like tagging cards by meeting type, routing transcripts to specific Trello boards, or integrating with additional tools like Slack. All of this fits together perfectly to make your workflow efficient and easy.

Why Use Otter with Trello?

These benefits and this integration are especially useful for:

• Agile teams tracking work across meetings and sprints
• Product managers logging planning sessions and retro notes
• Sales or account teams turning client updates into cards
• Cross-functional teams collaborating asynchronously

Learn More

For more inspiration or to get started, visit the Otter + Trello Zapier directory and start building your first personalized automation today.