Patricia works your Trello.
Ask her in Slack. She creates the cards, moves them across your lists, and tells you what has stalled before a client does.
@Pati what's stuck on the Northwind content board this week?
Three cards need a nudge before Friday:
- "June pillar page" has sat in Review for 4 days, still with Maya
- "Backlink outreach" is in Doing with an empty checklist and no due date
- "July editorial calendar" was approved Monday, but there's no card in Writing yet. Want me to open it from the brief?
Open it, and move the pillar page along.
Done. "July editorial calendar" is now in Writing with a 6-item checklist, an owner, and a due date pulled from the brief. I moved the pillar page to Approved and dropped Maya a comment so she knows it cleared.
Patricia + Trello
What she does in Trello.
Real actions she takes on your say-so, not a list of API endpoints.
Turn briefs into boards
She reads an approved brief and lays it out on the board: lists, cards, checklists, owners, and due dates, arranged the way your team already runs its pipeline.
Open cards from Slack
Mention her in any thread and the follow-up becomes a Trello card on the right list, with a member, a due date, and the context in the description.
Move cards through the pipeline
When something is approved she slides the card to the next list, updates the checklist, and adds the label, so nothing lingers in Review with nobody looking.
Catch cards that have stalled
Overdue cards, empty checklists, and work sitting untouched across every client board, surfaced in Slack before it turns into an apology.
Keep checklists and labels honest
She ticks off checklist items as work lands, tags cards by stage or client, and comments so the board reflects reality instead of last week.
Set up new teammates
She adds a new hire to the right boards, assigns their first cards, and walks them through what is due on each list this week.
Say it like you'd say it
Things to ask her on day one.
Open a Trello card for every new brief that lands in #intake
What's overdue across all Northwind boards?
Build a board from the Northwind content brief and assign the writing cards to Maya
Move everything in Review that got signed off to the Approved list
Add our new writer to every active client board
Better together
Trello is one hand. Give her the other.
Patricia's value compounds when the whole workflow lives with her, not just one tool.
Trello + Slack
Where you ask, and where the card updates land. Every move on the board reaches the channel that cares.
Setup
Trello, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Today at 9:00 AM
Connect Trello
One OAuth click. She gets only the boards you approve, and you can disconnect her anytime.
Trello connected
Ask
Mention @Pati with the job. Cards and moves happen on their own; anything destructive she confirms with you first.
@Pati Open a Trello card for every new brief that lands in #intake
On it.
FAQ
Trello questions, answered.
What can Patricia actually do in Trello?
She works with boards, lists, cards, checklists, labels, members, and comments. More than 320 distinct actions. In practice: she opens and assigns cards, moves them through the pipeline, and flags what has stalled.
Does she act without asking?
Creating cards, moving them between lists, and ticking checklists run on their own, that is the point. Anything destructive, like archiving a whole list or deleting a board, waits for your explicit yes in Slack.
Which Trello plan do we need?
Any plan works. She connects through Trello's official OAuth flow, the same way other approved apps do, and only sees the boards you connect.
We keep a separate board per client. Does that work?
Yes, that is the setup she expects at an agency. Connect the boards you want her on and every client's cards stay walled off from the rest.
What does the Trello integration cost?
Nothing extra. Every integration is included, on every plan.
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Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.