✅ Public Template — Ready to use now with Cleft Plus
Install Template
Create Trello cards from Cleft notes
One-click setup for your Trello board. Takes 2 minutes.
What It Does
Automatically create cards on your Trello boards from voice-captured checkboxes. Perfect for brainstorming sessions, sprint planning, or any workflow where you want to move from idea capture directly to your visual board.How It Works
1
Voice Capture
Create a Cleft note with your ideas or action items
2
Format Checkboxes
Add checkboxes for items you want on your board:
3
Tag with 'tasks'
Add the tasks tag to your note. This is your human review checkpoint—review the items before they become Trello cards.
4
Save Note
When you save, the automation triggers
5
Extract Items
Python extracts all unchecked checkboxes
6
Create Cards
Each checkbox becomes a Trello card
7
Visual Board
Cards appear on your board, ready to organize
Setup Requirements
- ✅ Cleft Plus subscription
- ✅ Trello account with a board
- ✅ Zapier account (free tier works)
- ✅ Permission to add cards to your Trello board
Installation Steps
- Click the Install Template button above
- Connect your Cleft account
- Connect your Trello account
- Select your target board and list
- Turn on the Zap
Use Cases
1. Brainstorm Session → Sprint Board
Brainstorm ideas in Cleft with checkboxes. Cards appear on your Trello sprint board instantly, ready to estimate and assign. Time saved: 25 minutes per session (no manual card entry)2. Product Review → Backlog
Capture feature requests during product review in Cleft. Trello cards automatically populate your backlog, saving planning time. Time saved: 30 minutes per review (no manual data entry)3. Customer Feedback → Feature Requests
Voice-log customer feedback in Cleft with checkboxes for feature ideas. They flow into Trello’s feature request list for prioritization. Time saved: 20 minutes per batch (skip transcription and card creation)Customization
Change Trigger to All Notes
Change Trigger to All Notes
By default, only notes tagged with tasks will trigger automation (your human review checkpoint). To trigger from every note instead:
- Open the Zap in Zapier
- Edit the trigger step
- Remove the “tags contains tasks” filter
- Save and turn on
Send Cards to Different Lists
Send Cards to Different Lists
Route cards to different lists based on content:
- Create multiple Zaps with different list targets
- Use filters to route based on note tags or content
- Example:
- Bugs → “Bug List”
- Features → “Feature Requests”
- General → “To Do”
Add Labels and Metadata
Add Labels and Metadata
Enhance cards with Trello labels and metadata:
- Edit your Zap in Zapier
- Add labels in the “Create Card” step
- Add checklists or descriptions
- This helps with prioritization and filtering
Set Card Position
Set Card Position
Control where cards appear on your list:
- Set cards to appear at top (urgent items)
- Or at bottom (backlog items)
- Decide based on your workflow
Checkbox Format
Troubleshooting
Cards not appearing on board
Cards not appearing on board
- Checkbox format: Verify
- [ ] textformat - Zap is ON: Check Zapier dashboard
- List selected: Confirm you chose the correct Trello list
- Board access: Ensure your Trello account can add to that board
- Zap runs: Check Zapier’s activity log
Cards going to wrong list
Cards going to wrong list
Edit your Zap and select the correct Trello list in the “Create Card” step.
Card titles are truncated
Card titles are truncated
Trello card titles have character limits. Use concise checkbox text:
- Good:
- [ ] Fix login page bug - Too long:
- [ ] Fix the login page bug that occurs when users try to reset their password using a custom domain
Trello Workflow Tips
- Use swimlanes for different projects or teams
- Kanban columns: To Do → In Progress → In Review → Done
- Color labels: Red for bugs, yellow for features, blue for tasks
- Combine with Power-Ups: Add extra functionality to Trello
- Bulk operations: Move multiple cards at once for sprint planning
Template Details
- Template ID: 255679516
- Status: ✅ Public
- Trigger Type: Note Created
- Target Platform: Trello
- Setup Time: ~2 minutes
- Best For: Kanban and visual project management
Perfect For
- 🎨 Visual thinkers who need to see the board
- 👥 Collaborative teams sharing visible project status
- 🔄 Agile teams running sprints and standups
- 📋 Flexible workflows with Kanban columns
- 🚀 Fast-moving teams capturing ideas into projects
Related Templates
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Asana
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ClickUp
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GitHub
For developer-focused issue tracking
Support
- Trello Help: trello.com/help
- Cleft Support: support.cleftnotes.com
- Zapier Help: help.zapier.com
Ready to build your Trello boards from voice notes? Install now →
