Generate a client brief from every new Trello card
Turn a fresh Trello card into a ready-to-send client brief before it gets buried in your board.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
Action
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Why this helps
Important card context often stays trapped in Trello while client documents require repetitive copy and formatting.
- Reduce copy and paste work
- Create consistent client-facing documents
- Keep card context attached to project delivery
Setup
Build it in a few focused steps.
- 1Connect Trello and Docugenerate once in the Notis portal.
- 2Create a new automation and describe that new cards should become client briefs using their available details.
- 3Choose the Trello New Card Trigger for the relevant board.
- 4Select a report channel, then test with one real card.
Questions about this workflow
What information can the brief use?
Notis can use the details returned for the Trello card, such as its name, description and available activity context.
Can I review the file before sending it?
Yes. The automation returns document metadata and a download URL so you can review the generated file.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Docugenerate. A trigger fires from one place; an action lands in another.
Trello triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate documents as ZIP
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
Card Archived Trigger
Triggered when a card is archived in the specified board
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
New Activity Trigger
Triggered when there is activity in Trello.
Generate document with merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
New Board Trigger
Triggered when a board is created in the specified workspace
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
New Card Trigger
Triggered when a card is created in the specified board
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Card Updated Trigger
Triggered when a specific card is updated
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Connect any two apps with Notis in the middle.
Trello and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Docugenerate.