How to integrate Trello with Sally AI

Connect Sally AI with Trello to turn what came out of a meeting into work on the matching board and list. With the Sally Trello integration you create cards and add comments in one click, so nothing gets typed twice and your boards stay current.

Quick navigation

1. How to connect Trello with Sally AI
2. How to send insights to Trello
   • 2.1. Add a card in Trello
   • 2.2. Add comment in Trello
3. Required OAuth scopes

1. How do I connect Trello with Sally AI?

Follow these steps to enable the Sally Trello integration.

1. Open Settings from the bottom-left corner of the sidebar.

Figure 1: Open Settings

2. Under Configuration, go to Integrations and click Discover integrations.

Figure 2: Discover integrations

3. In the Add integration panel, pick the Project management category on the left, then select Trello. The search bar at the top takes you straight there as well.

Figure 3: Select Trello from the list

4. The panel on the right tells you what the integration transfers. Click Connect in the bottom right and complete the authorization flow in Trello. Trello then appears in the list under Project management. Disconnect in the top right corner ends the connection whenever you need to.

Whether an integration may be connected at all is up to owners and admins, see managing integrations for your users.

---

2. How do I send meeting insights to Trello?

Once Trello is connected, a few clicks are enough to move content from a recording into Trello, so it lands on the right board and list.

The route is always the same: open the recording you need and click the Integrations icon. It sits at the top of every section and on every single line. Below it you find the two Trello actions.

You can:

• Add a card in Trello
• Add a comment in Trello

When to use which?

• Add card in Trello for a new card covering a follow-up task or deliverable.
• Add comment in Trello for extra context on a card that already exists, without creating new items.

2.1. Add a card in Trello

Turn a Sally insight into a new Trello card.

1. Choose Add card in Trello in the Integrations menu.

Figure 4: Choose Add card in Trello

2. Pick the Board and the List. Together with Name, they are the mandatory fields, marked with *.
3. Check Name and Description. Both come prefilled from the summary, and the description can be formatted in the editor.
4. Click Create card.

Figure 5: Fill the fields and create the card

5. The card then sits in the list you picked on your Trello board.

Figure 6: Card created in Trello

Best practice

Keep card titles short, so action plus outcome, and leave the detailed meeting context in the description. Labels, members and due dates you can add directly in Trello afterwards.

---

2.2. Add a comment in Trello

Attach meeting context as a comment to an existing Trello card.

1. Choose Add comment in Trello in the Integrations menu.

Figure 7: Choose Add comment in Trello

2. Pick the Card you want to comment on. It is the only mandatory field.
3. Check the comment and click Add a comment.

Figure 8: Fill the comment and add it

4. The comment shows up under Comments and activity on the card.

Figure 9: Comment delivered in Trello

Tip

Use comments for status updates, decisions or clarifications that belong to an ongoing card, rather than creating duplicates.

---

3. What OAuth scopes does the Trello integration require?

For the integration with Trello, Sally uses OAuth 2.0 for authorization. The following scopes define which areas Sally can access on behalf of the authenticated user.

Disclaimer

1. Sally accesses this information solely to technically establish and maintain the connection to the user account.

2. Sally does not make any autonomous changes. Actions are performed exclusively upon the explicit initiative of the user.

3. API endpoints are only called within the scope of an active action initiated by the user within the platform.

Technical overview of required scopes

Scope	What Trello technically allows with this scope	How Sally uses this scope
read	Read access to boards and cards	Sally reads board and card information where required within the integration context. No content is modified.
write	API permission for board and card objects	Part of Trello's permission model. Sally does not independently create or modify cards outside explicitly user-initiated actions.
account	Access to account information	Sally reads basic account information to authenticate the connected Trello account.