> For the complete documentation index, see [llms.txt](https://help.filed.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.filed.com/reference/plugins/integrations/practice-management/trello.md).

# Trello

With this integration connected, you can use Filed **Chat** and **Routines** to retrieve information from Trello and, when **Write** access is enabled, perform approved actions in Trello. This integration to Filed is connected via our integration provider [Composio](https://composio.dev/)

## Connect Trello

1. Name the connection for the intended Trello workspace or board group.
2. Sign in with a member of the required Workspace and boards.
3. Approve authorization and return to Filed.
4. Verify against a known board before enabling write access.

If a board does not appear, make the authorized user a board member. Use a dedicated firm account for client-sensitive boards.

## Verify the connection

After the connection becomes **Active**, open a known item that the authorized account should be able to access. Confirm Workspace and board membership. For a new connection, test against a non-production or non-client-sensitive item before relying on it in a deadline-driven workflow.

## Manage permissions

Read access is always enabled. Turn off **Write** in the connection settings to prevent Filed from creating or modifying Trello data while keeping the connection available for read-only workflows. Re-enable it only after the firm approves the change.

## Troubleshooting

**The authorization screen will not complete.** Sign out of the wrong provider account, restart the connection, and use the firm-managed account that has Workspace and board membership.

**The connection is active but data is missing.** The provider only exposes content available to the authorized user. Review Workspace and board membership, then reconnect if the account or environment was wrong.

**The connection is pending or failed.** Open the connection in Filed, correct the provider-side issue, and select **Reconnect**. Do not create duplicate connections to work around a permissions problem.

## Using this integration with Filed Chat and Routines

Use **Chat** for one-off questions and guided work on a client, such as finding Trello information, summarizing it, or preparing an approved next step. Use **Routines** to automate repeatable work with Trello data on a schedule or in response to a trigger.

Both experiences respect the connection's access: they can only use data the authorized account can reach, and they can only perform changes when **Write** is enabled. Review changes in the connected application before you finalize them.

## Example prompts

Use these as starting points and replace the bracketed details with the client, date range, folder, record, or task you need. Filed will only run write actions when this connection's **Write** access is enabled.

* “Summarize the Trello information for \[client name] for \[date range].”
* “Find items in Trello that need review before \[deadline].”
* “With write access enabled, prepare the approved Trello update and show the proposed changes first.”

## Capabilities

### See work and deadlines in one place

Use Filed to retrieve the projects, tasks, assignments, and due dates available to the connected practice-management account. This gives Chat and Routines firm context for client work.

### Create or update approved work

When **Write** access is enabled, Filed can support creating and updating approved tasks or work items. Use this for consistent follow-up and assignment workflows after your firm has reviewed the outcome.

### Work within existing project access

Filed can only use the workspaces, teams, projects, and boards the authorized user can access. Manage that scope in the provider rather than sharing a broader login.


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# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.filed.com/reference/plugins/integrations/practice-management/trello.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

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Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.