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Managing directors: extract project fields from Trello cards

Managing directors: extract project fields from Trello cards

Managing directors at design firms face billing and scheduling errors when Trello card titles omit project details. Parse titles into client, job# and price fields so owners & PMs invoice reliably.

Managing directors: extract project fields from Trello cards

Overview

Design managing directors face invoice disputes and scheduling gaps when project details are buried in Trello titles. This workflow turns messy titles into structured client, job, number and price fields so owners and PMs invoice and schedule with consistent, invoice-ready data—removing manual fixes and missed billable items.

Notable Features

  • Parse Trello titles into fields
  • Map fields to invoicing tools
  • Notify owners and project managers

Managing directors: extract project fields from Trello cards