1.Detects a new Trello card
Integrate Trello, and workflow triggers, to watch for new cards in the configured list to start the intake process.
Create design tasks and set production dates from briefs
Automatically monitor new card activity in Trello across Trello and Google apps. Create and update when a campaign brief hits the configured listβso you can stamp live and creative due dates, create design request cards, and assign owners without manual date entry.
How this automation accelerates design request production
When a new design request card appears in the configured Trello list, manual coordination can delay production planning. This automation finds the right brief spreadsheet and calculates due dates and creates Trello request cardsβso your team can start design work faster.
Trelloor swap with your favorite app
2.Finds the matching spreadsheet
Integrate Google Drive, and file search tools, to locate the media plan spreadsheet by title to pull the correct brief.
Google Driveor swap with your favorite app
3.Retrieves the first data row
Integrate Google Sheets, and spreadsheet mapping tools, to get the top row and map report date to source date to format inputs.
Google Sheetsor swap with your favorite app
4.Formats the live date
Integrate Formatter by Zapier and date normalization tools to map source date to a standard YYYY-MM-DD live date output to standardize dates.
Formatter by Zapieror swap with your favorite app
5.Calculates the creative due date
Integrate Formatter by Zapier and date offset tools to subtract two weeks from live date output to produce the creative due date.
6.Updates and creates Trello cards
Integrate Trello to update the campaign card with live and due dates and create a Design board request card to set production dates and owners.
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Explore all design request intake automations
Accelerate request triage with automated form capture, project creation, and stakeholder alerts
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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