Connect Jamy to Trello

Learn how to connect Jamy to Trello so you can turn meeting tasks into Trello cards.

Written By Jamy

Last updated 6 days ago

What you get

Once Trello is connected, you can:

  • Send a Jamy task to a Trello board and list as a new card

  • Open an existing linked card from the report (Open)

  • Keep meeting action items in the same place your team already works

Integrations (including Trello) require a plan that includes integrations. If you don’t have access, Jamy may prompt you to upgrade.


How to connect Trello

  1. Log in to Jamy.

  2. Open Integrations in the left-hand menu
    Direct link: https://app.jamy.ai/integrations

  3. Find Trello in the integrations grid.

    • Description: Create tasks from meetings

    • Tip: use Search integrations… or the Available tab if the list is long.

  4. Click Connect.

  5. You’ll be redirected to Trello’s authorisation screen.

  6. Review the permissions, scroll down, and click Allow.

  7. You’ll return to Jamy. When it’s successful, Trello shows a Connected badge on the Integrations page.

That’s it — Trello is linked to your Jamy account.


Add a Jamy task to Trello

  1. Open a meeting report (from Recordings or a Processed / Sent meeting on Calendar).

  2. Go to the Tasks section.

  3. On a task, find the Trello control (Trello icon).

  4. Click Add (tooltip: Add task to Trello).

  5. In the modal:

    • Select board — choose the Trello board

    • Select List — choose the list on that board

  6. Confirm (OK).

  7. You’ll see a success message such as Card created correctly.

What the Trello card contains

Jamy

Trello card

Task title

Card name

Task details / description

Card description

Assignee (if that person is on the Trello board)

Card member (when matched)


Open a task that’s already in Trello

If a task is already linked:

  • The button label changes to Open

  • Tooltip: Open task in Trello

  • Click to open the card in Trello in a new tab


Check that you’re connected

  1. Go to Integrations.

  2. Optionally click Connected.

  3. Confirm Trello shows the green Connected badge.

You can also search for “Trello” in Search integrations….


Requirements & tips

  • You need permission for integrations on your plan.

  • Connect Trello with the Trello account that has access to the boards you use.

  • Tasks must exist on the report before you can send them (wait until the report has finished generating if Tasks is still empty).

  • Choose the correct board first — the list dropdown fills from that board.

  • If Add doesn’t appear, confirm Trello is connected and that you’re viewing the report while logged in (not as an anonymous shared viewer).


FAQ


Related articles

  • Meeting Bots (AI Notetaker)

  • What does the Calendar View show?

  • Configuring Notifications

  • Changing Which Meetings Jamy Will Join


Summary

Go to Integrations → Trello → Connect, allow access in Trello, then from a report’s Tasks section use Add to choose a board and list. Jamy creates a Trello card from the task (name, description, and assignee when possible). Use Open later to jump back to that card.