Wrap-Up Nudge: Add a Trello card after every client call

After every client call there's a little pile of follow-ups: send the recap, log the action items, do the thing you said you'd do. Most of us tell ourselves we'll handle it later, and later is where tasks go to die.

This Zap gives "later" a due date. When a Google Calendar event with at least one guest ends, it adds a card called "Wrap up: [event name]" to your Trello board, due the same day, with a link back to the event.

HOW IT WORKS

Trigger: a Google Calendar event ends. Filter: only keeps going if someone besides you was invited, so focus blocks, reminders, and personal events don't create cards. It also skips canceled events. Action: creates the wrap-up card on your Trello board.

SET IT UP (ABOUT 5 MINUTES)

Connect your Google Calendar and pick the calendar your client calls live on. Connect your Trello account and choose the board and list where the card should land. Turn it on. Your next call will create your first wrap-up card.

MAKE IT YOURS

Have a recurring meeting you don't want cards for, like a team standup? Add a filter rule: Summary does not contain [that meeting's name]. Change the card title or notes to match how you work, like "Send recap + log tasks: [event name]." Assign it to a VA or teammate if they handle your follow-ups.

Built by Molli Gorrell at Virtually Molli. Systems you'll actually use. Find more at virtuallymolli.com.