Zapier and Kanban go hand in hand. Not only because Zapier integrates with virtually every Kanban-style app out there, but because not everyone knows how to properly pronounce our names. Reminder: Zapier makes you happier!
However you pronounce it (is it can-ban or con-bon?), Kanban is becoming an increasingly popular workflow that's helped teams all over the world manage their projects and be more productive.
But are teams leaving more on the table? While using the Kanban method can bring a huge productivity boost, there are ways to automate your Kanban board to make it work even harder. Here are some of the most popular ways we see people getting it done.
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To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Manage personal tasks
Whether you're using them at work or in your professional life, Kanban boards are a great way to manage personal tasks—and adding automation to the mix makes them even better.
There are plenty of ways to automate your Kanban personal task management. For example, if you want to create a new card automatically from an email you just received or a Slack message, you can use Zapier to do exactly that.
Or, if there's a particular task you know you need to do at the same time every week, you can set up a Zap—our word for automated workflow—to create a card for that task at the same time every week.
Create Trello cards from new starred Gmail emails [Business Gmail Accounts Only]
Track your sales pipeline
One of the reasons Kanban has become so popular is that it gives you a view that shows progress. It's more of a spectrum than a binary, and that lends itself particularly well to something like managing a sales pipeline.
You can create columns for different lead statuses—like contacted, demo booked, contact later, or won—and see different leads progress through your pipeline.
With Zapier, you can add new leads straight into your Kanban board of choice, helping make sure you follow up with prospects ASAP.
Create Kanbanize cards for new HubSpot contact property changes
Book meetings to move projects forward
Even though we try to accomplish a lot of our work asynchronously here at Zapier, we also know that meetings are sometimes necessary. We also take some of the pain out of coordinating meetings by automating them.
Using the Zap templates below, you can create calendar events for particular activities in your Kanban board. Maybe you want to schedule a call each time a new board is created to kick off a project. Or, maybe you want to create a time slot in your calendar for each task assigned to you. With Zapier, you can do both of those and a lot more.
Create Google Calendar detailed events from new Trello activity
Create Google Calendar events from new ClickUp tasks
Keep everyone up to date
In between meetings, you'll still want to keep your team up-to-date on everything that's happening with a project. Whether your team prefers email or a chat app like Slack, you can set up workflows that let your team know when important activity is happening in your Kanban board.
Post to Slack channels for new items created in monday.com
Send Slack messages when new KanbanFlow tasks are created
Send or receive Gmail emails for new Trello activity
Build your editorial calendar
Along with task, pipeline, and project management, Kanban is also a popular method for marketing teams to manage their editorial calendar. Creating columns for different stages of the editorial process—like ideas, in progress, editing, and published—gives you a great way to track the progress of pieces in your content queue.
With automation, you can do everything from letting your team know the status of different articles to reminding yourself to review a draft later to letting a writer know when they've been assigned a new piece.
Send Slack channel messages when new Trello cards get moved to lists
Guide your product roadmap
Development teams were some of the first to start using Kanban in the tech world. Product management tools like Jira, ClickUp, and Productboard all offer Kanban views for teams who prefer to get their work done that way.
By connecting your development platform with your Kanban board, you can make sure issues are tracked, assigned, and resolved across the two tools.
Generate Jira Software issues from new GitHub issues
Switch platforms with ease
Whether it's your home or a particular software tool—moving is a pain. But that shouldn't stop you from switching tools if the one you're using isn't the right fit.
Sure, migrating all of your projects manually from one Kanban tool to the next would be a long, laborious process. But with Zapier, you can automate the process and transfer all of your tasks and projects from one platform to the next.
For more on switching platforms with automation—Kanban or other—check out this post.
Get even more from your Kanban board
Okay, maybe there are two things Zapier and Kanban have in common. The pronunciation thing, for sure (we'll let someone else weigh in on how to properly pronounce Kanban), but also the variety of ways both help make individuals and teams more productive.
Combine the two, and you have a combo that can't be beat.
Related reading: How to automate monday.com.