> ## Documentation Index
> Fetch the complete documentation index at: https://learn.cleftnotes.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create Trello cards from Cleft notes

> Automatically turn Cleft voice notes and checkboxes into visual Trello cards

Build your visual project boards directly from voice notes. Perfect for teams using Kanban-style workflows who want to skip manual card creation and focus on moving work forward.

<Note type="success">
  **✅ Public Template** — Ready to use now with Cleft Plus
</Note>

## Install Template

<Card title="Create Trello cards from Cleft notes" icon="bolt" href="https://zapier.com/webintent/create-zap?template=255679516" aria-label="Install Zapier template to create Trello cards from Cleft notes">
  One-click setup for your Trello board. Takes 2 minutes.
</Card>

## 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

<Steps>
  <Step title="Voice Capture">
    Create a Cleft note with your ideas or action items
  </Step>

  <Step title="Format Checkboxes">
    Add checkboxes for items you want on your board:

    ```markdown theme={null}
    - [ ] Redesign landing page
    - [ ] Fix mobile responsiveness
    - [ ] Update pricing page
    ```
  </Step>

  <Step title="Tag with 'tasks'">
    Add the **tasks** tag to your note. This is your human review checkpoint—review the items before they become Trello cards.
  </Step>

  <Step title="Save Note">
    When you save, the automation triggers
  </Step>

  <Step title="Extract Items">
    Python extracts all unchecked checkboxes
  </Step>

  <Step title="Create Cards">
    Each checkbox becomes a Trello card
  </Step>

  <Step title="Visual Board">
    Cards appear on your board, ready to organize
  </Step>
</Steps>

## 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

1. Click the Install Template button above
2. Connect your Cleft account
3. Connect your Trello account
4. Select your target board and list
5. Turn on the Zap

**Important**: When creating a note, add the **tasks** tag to trigger automation. This gives you a chance to review items before they sync to Trello.

Your Trello board will auto-populate from Cleft notes!

## 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

<Accordion title="Change Trigger to All Notes" role="button" aria-expanded="false">
  By default, only notes tagged with **tasks** will trigger automation (your human review checkpoint). To trigger from every note instead:

  1. Open the Zap in Zapier
  2. Edit the trigger step
  3. Remove the "tags contains tasks" filter
  4. Save and turn on

  Now every note with checkboxes will auto-sync to Trello, with no review step.
</Accordion>

<Accordion title="Send Cards to Different Lists" role="button" aria-expanded="false">
  Route cards to different lists based on content:

  1. Create multiple Zaps with different list targets
  2. Use filters to route based on note tags or content
  3. Example:
     * Bugs → "Bug List"
     * Features → "Feature Requests"
     * General → "To Do"
</Accordion>

<Accordion title="Add Labels and Metadata" role="button" aria-expanded="false">
  Enhance cards with Trello labels and metadata:

  1. Edit your Zap in Zapier
  2. Add labels in the "Create Card" step
  3. Add checklists or descriptions
  4. This helps with prioritization and filtering
</Accordion>

<Accordion title="Set Card Position" role="button" aria-expanded="false">
  Control where cards appear on your list:

  1. Set cards to appear at top (urgent items)
  2. Or at bottom (backlog items)
  3. Decide based on your workflow
</Accordion>

## Checkbox Format

```markdown theme={null}
- [ ] Design mockups
- [ ] Get stakeholder approval
- [ ] Implement feature
```

Each checkbox becomes a Trello card in your selected list.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Cards not appearing on board" role="button" aria-expanded="false">
    1. **Checkbox format**: Verify `- [ ] text` format
    2. **Zap is ON**: Check Zapier dashboard
    3. **List selected**: Confirm you chose the correct Trello list
    4. **Board access**: Ensure your Trello account can add to that board
    5. **Zap runs**: Check Zapier's activity log
  </Accordion>

  <Accordion title="Cards going to wrong list" role="button" aria-expanded="false">
    Edit your Zap and select the correct Trello list in the "Create Card" step.
  </Accordion>

  <Accordion title="Card titles are truncated" role="button" aria-expanded="false">
    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`
  </Accordion>
</AccordionGroup>

## 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

<CardGroup cols={2} role="group" aria-label="Similar project management templates">
  <Card title="Jira" href="/user-guides/integrations/jira/zaps/create-jira-issues-from-cleft-notes" aria-label="Create Jira issues from Cleft notes">
    For engineering and software tracking
  </Card>

  <Card title="Asana" href="/user-guides/integrations/asana/zaps/create-asana-tasks-from-cleft-notes" aria-label="Create Asana tasks from Cleft notes">
    For complex project workflows
  </Card>

  <Card title="ClickUp" href="/user-guides/integrations/clickup/zaps/create-clickup-tasks-from-cleft-notes" aria-label="Create ClickUp tasks from Cleft notes">
    For all-in-one workspace management
  </Card>

  <Card title="GitHub" href="/user-guides/integrations/github/zaps/create-github-issues-from-cleft-notes" aria-label="Create GitHub issues from Cleft notes">
    For developer-focused issue tracking
  </Card>
</CardGroup>

## Support

* **Trello Help**: [trello.com/help](https://trello.com/help)
* **Cleft Support**: [support.cleftnotes.com](https://support.cleftnotes.com)
* **Zapier Help**: [help.zapier.com](https://help.zapier.com)

***

Ready to build your Trello boards from voice notes? [Install now →](https://zapier.com/webintent/create-zap?template=255679516)
