How to connect Trello integration?
Head to settings, then into apps, locate the Trello card, by either scrolling a bit till the project management category or simply searching for Trello in the search bar, and click connect.
You'll then be requested by Trello to sign in and authorize adam.ai to have access to your Trello account. It'll soon redirect back to the apps tab in adam.ai and you'll see that Trello is now successfully connected.
How to sync your actions to your boards in Trello?
From your meetings, select your meeting to view the meeting room, from the actions tile select the share icon (note that you'll have to be the meeting coordinator), where you'll be able to share the whole list of actions to Trello, simply choose Trello from the dropdown list to link and share your actions to your Trello boards.
Or you can head to your actions, select a specific action card to view more details, then from links, choose Trello to link and share that action to your Trello board.
You'll then be prompted to send that action to Trello, you'll just need to enter the board and list details and you're good to go.
And if you head back to your actions page and check under the links of your selected action, you'll find that Trello has successfully automatically synced to adam.ai.
Note: Trello is a two-way integration where your action notes and checklists will be automatically synced between adam.ai and Trello. However, the action files and comments are not synced.
How to unlink your actions from your boards in Trello?
Don't want that action linked to your Trello board anymore? Unlinking it can be done very easily, by just clicking on the trash icon next to the board link.
Note that only the link would be deleted then, the action itself still lives on adam.ai in your actions, and on Trello, they're just not linked or synced.
How to disconnect Trello integration?
Don't want Trello connected on adam.ai anymore? Head to settings then apps, locate the Trello card then click disconnect.