Build purpose-built boards for specific teams or projects
We design board architecture around how your team actually works, not a generic template. That means configuring lists, card templates, custom fields, and label systems that match your workflow stages from the start. Deliverable: a fully documented board your team can use on day one without a training session.
Configure Butler automations to eliminate manual card updates
We write Butler rules, scheduled commands, and card button automations to handle the repetitive work: moving cards when due dates pass, assigning members when a label is applied, or posting a checklist to every new card in a list. Each automation is tested, labeled with a plain-language description, and documented so you know exactly what fires and when.
Audit and restructure an overgrown or inconsistent workspace
Workspaces that have accumulated boards, archived cards, and inconsistent naming conventions over months or years create real friction. We audit your workspace, identify redundant boards, consolidate card data, and establish naming and labeling standards that make search and filtering reliable again. You get a written summary of every change made and why.
Build and maintain recurring project templates
For teams that run the same type of project repeatedly, such as client onboarding, product launches, or content production cycles, we build reusable board or card templates with pre-populated checklists, due date offsets, and member assignments. We also update those templates when your process changes so they stay accurate.
Connect Trello to external tools via Power-Ups and Zapier
We configure Power-Ups including Slack, Google Drive, Jira, and Salesforce, and build Zapier or Make workflows that move data between Trello and the rest of your stack. A common example is creating a Trello card automatically when a form is submitted, then posting a Slack notification when that card reaches a specific list. We map the logic, build it, and document the trigger and action chain.
Migrate project data from another tool into Trello
If you are moving from Asana, Monday.com, Notion, or a spreadsheet-based system, we handle the data mapping and import process, including custom field alignment, attachment transfers where supported, and list structure translation. We flag any data that cannot be migrated cleanly and give you options before anything is moved.