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

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.