Trello Workflow Guide
This page defines a reliable approach for Trello workflows powered by call outcomes and automation events.Core Patterns
- Create: Open a new card when an issue or request is detected.
- Update: Move card status based on call outcome.
- Escalate: Mark blockers and notify the responsible owner.
Quality Controls
- Status transitions only on explicit triggers
- Mandatory comments for escalations
- SLA checks based on due dates