This is part 1 of a 4-part series about how to automate tasks and boards in Trello.

PART 1

How to use Butler for Trello to increase your productivity

PART 2

11 Little Genius Butler Hacks that Tame your Trello Chaos

PART 3

A breakthrough in automating project management in Trello

PART 4

How to set up stunning productivity workflows in Trello

 

If you want to learn how to create workflows in Trello yourself by using the Butler Power-Up, this online course is perfect for you!

I will guide you through all the features that the Butler Power-Up comes with. In a workshop module, I created a safe space for you where you can learn to create commands yourself and build workflows that will spice up your Trello boards and take work load off your shoulders.

 

Workshop & Online Course for the Butler Power-Up in Trello

Did you ever wish you could automate some of the manual processes in Trello, like

  • adding a certain label to a card, or
  • archiving a card,
  • moving a card from list A to list B?

Have you ever wished there was some kind of automation feature in the background that would act as a little helper, and alleviate you from hundreds of tedious clicks? The times has come! Just recently, I came across a tool that impressed me so much with what it can do, that I spontaneously decided to write a series of blogposts about it and introduce its features and capabilities to a wider audience. Because it deserves it!

So, let me quickly say a word about Butler for Trello in general, before I point out some essentials about this tool.

Butler is a tool that works exclusively with Trello. That’s why it’s full name is Butler for Trello. Despite its high integration with Trello, Butler is separate from Trello. (If you’ve not much familiar with Trello, read my article on how to organize your business with these 18 Trello features!)

Butler was founded by Oscar Triscon, who appears to be well-known in the Trello community as well as on the Trello subreddit. Triscon saw an untapped need within Trello to automate what were manual processes, otherwise. Actions like moving a card from one status or from one list to another, assigning members to cards, and much more.

Butler is a tool that lets you automate your Trello workflows. And here’s the thing: it does it in plain English!

I know there are so many people out there who shy away from laying hands on learning a programming language because getting used to the commands and its syntax is a real challenge to them.
With Butler, you don’t need to learn a programming language to understand or even write a command. You can write commands in plain English, and Butler automatically performs its actions on your behalf.

Butler for Trello significantly lowers the entry barrier to automate tasks in Trello. And if I say it’s a game changer, that’s no overstatement. Not at all.

How to Use Butler for Trello

This tool has the capability to transform your business.

With Butler for Trello, you can automate your Trello workflows by creating powerful IFTTT-type commands. And it’s not even very hard to do.

It has the potential to completely change your workflows by stripping off many manual tasks you silently accepted so far. Yes, there are other Power-Ups in Trello that can help you with specified tasks or tools, like Dropbox, Freshdek, Giphy, MailChimp, Jotform. And there are constantly new Power-Ups added that extend the scope of workflow possibilities within Trello.

But the scale of what Butler for Trello can do within Trello, is unmatched.

At a previous stage, you had to make up your mind whether you wanted to use the Power-Up or the Butlerbot. This is no longer the case. You can actually use both, even though it might be unclear for a just-starter, why someone would do that. – Isn’t one automation tool good enough? Sure, but sometimes there are special circumstances in which you find workarounds. I’ll talk more about this in my article on Command Chaining.

Let’s assume you’ve made your choice to use the ButlerBot for creating your first automations in Trello. This is currently the better tool, even though the Power-Up is catching up in impressive ways.

So, if you go for the ButlerBot, you will have to connect the Trello board you want to set up workflows in, with Butler. If you want to create workflows in multiple boards, you will have to connect each of these boards with the ButlerBot.

This connection is done in the Butler Dashboard. Simply click on ‘Invite Butler’ next to each board.

ButlerList use Butler for Trello
After doing so, your board will have a new list. This is called the Butler List.

By default, it is found in position 1 of the board, but you can drag it to the last position, or wherever you would like it. It is this list that will later contain the commands that automate the tasks you want to have automated.

In my next blog post, I will go more into the details of setting up commands, and I will give you a taste of what it actually is that you can do when you use Butler for Trello!

ButlerBot vs. Butler Power-Up

The Butler Power-Up and the ButlerBot are two different things, but they do similar things.

PowerUp button use Butler for Trello
The first difference between the two is, that with the Power-Up there are buttons created on the card or board itself. The functions behind these buttons need to be executed manually.
The ButlerBot, on the other side, is doing everything automatically whenever a trigger occurs.

Secondly, the ButlerBot is its own separate user. So, for instance, when it creates new cards or posts a comment on a card, it does so as the ButlerBot user, not in your name. The Power-Up buttons act as yourself, i.e. the actions appear as done by yourself.

And finally, the third difference between the two is, that the ButlerBot has existed for longer and has more features. This, however, is subject to change. The development of the Butler Power-Up is gaining momentum. For the longest time, one could only create card and board buttons within the Power-Up. In the last months, however, the Power-Up was equipped with a big array of trigger and actions sequences. Slowly, this allows us to take this tool more seriously, now.

Since this article is more of an introductory piece, I am not going too much into detail here with both the ButlerBot and the Butler Power-Up. There are lots of other articles on my blog that help you to dive into the specifics of both tools.

Use Butler for Trello Power-Up Overview automate your Trello workflows

 

If you want to learn how to create workflows in Trello yourself by using the Butler Power-Up, this online course is perfect for you!

I will guide you through all the features that the Butler Power-Up comes with. In a workshop module, I created a safe space for you where you can learn to create commands yourself and build workflows that will spice up your Trello boards and take work load off your shoulders.

 

Workshop & Online Course for the Butler Power-Up in Trello

How it Works

Butler for Trello is easy to use.

The easiest way to get started to set up workflows is by using the Command Builder. The Command Builder is a dashboard-like interface where you can select triggers and actions from dropdown lists. There’s really not much you can do wrong here. Along with the fact that the commands are written in plain English, Butler for Trello is fairly easy to use and pretty self-explanatory.

Here’s a look behind the curtain of the command builder. And you get a feeling of how much you can actually do with this tool, when you look at the available options in this animation:

 

use Butler for Trello Command Builder Triggers Actions automate your Trello workflows

So, the command builder is a great starting point to set up commands that automate your Trello boards.

But not everything can be achieved within the Command Builder. The more proficient user can write their own complex command chains according to what they need to achieve with a certain workflow. That requires a bit of exercise and dedication.

 

Tech Lingo for Butler for Trello

Like with most other tools, there’s a bit of a learning curve awaiting you. Here are some terminologies you need to know in order to understand how Butler works, as well as to communicate well and to avoid misunderstandings.

Action: Each action that Butler performs on your behalf usually involves one operation. Some actions, for example, sorting a list may require multiple actions, however.

 

Multiple Actions: A command requiring multiple actions (e.g., remove the green label and move to list “To Do”) requires as many operations as the sum of all the actions.

 

Operation (=Command): One operation will at the very least save you one click. Often times, it will save you multiple clicks or allow you to do something that is not even possible manually.

 

Weekly Quota: The weekly quota is the number of operations allowed per week.

 

Quota Reset: The quota resets every Sunday at midnight GMT (Greenwich Mean Time).

Pricing Plans

When just starting out, you will probably stick with the free plan. It’s ideal to figure out how the ButlerBot or the Butler Power-Up is working and what it’s actually capable of doing.

With the free plan, you can currently* run up to 25 command runs per week with the Butler Power-Up. It’s important to know, that every time the button of the Power-Up is pressed, it counts as a command run. This quota of 25 commands is reset every Sunday at midnight GMT.

If you prefer to use the ButlerBot instead, there’s a limit on operations that are allowed per week – on any plan, not only the free plan. An operation (=command) can perform multiple actions at once. Think of it this way: a Butler operation can save you many manual clicks. And the total of these saved clicks shall not be more than 250 per week – if you are on a free plan. If it’s more, it simply stops executing the commands.

The threshold is higher for paid plans, though. Once you hit the limit or need some commands that are only accessible with a paid plan than it’s time to upgrade. There are currently* two different paid plan options, the most affordable is the Silver Platter, which comes with a price tag of $10/mth. Acknowledging the work it frees me off, I find that’s a very generous and valuable offer!

*Conditions on pricing plans are usually subject to change. Don’t sue me, if you find that conditions are not anymore what they used to be!

 

If you want to learn how to create workflows in Trello yourself by using the Butler Power-Up, this online course is perfect for you!

I will guide you through all the features that the Butler Power-Up comes with. In a workshop module, I created a safe space for you where you can learn to create commands yourself and build workflows that will spice up your Trello boards and take work load off your shoulders.

 

Workshop & Online Course for the Butler Power-Up in Trello

Over to You

Found this intriguing and want to know more how Butler for Trello is working?

I have created a free online course that teaches you the beginnings with Butler for Trello and guides you through setting up your Trello boards with Butler for Trello, run your first commands and revealing a few special tricks for getting started.
Whether you need some help with cleaning up your boards or want to bring a system in place that helps you with this uber-workload of managing your tasks in Trello, this online course is a good point to start. (Don’t tell anyone, but there is more to come! 🙂 ) And what do you have to lose?

automate your Trello workflows

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