Slack and Trello integration

Turn raw feedback into actionable product insights. This workflow collects feedback from both customers and staff via a single Jotform, uses Gemini AI to analyze and categorize it, then intelligently routes it: Actionable bugs and feature requests* become tasks in specific Trello* lists, tagged with source and priority. General feedback* is logged in a structured Airtable* base for later review. Urgent bugs* trigger instant Slack* alerts for your dev team. An optional confirmation email is sent via Gmail if the submitter provides their address. Stop manually sorting feedback and ensure nothing falls through the cracks. This workflow centralizes input, automates triage, and delivers structured data directly to your product and development teams. Features Unified Feedback Collection:** Uses a single Jotform for customers and staff. AI-Powered Triage:** Gemini AI categorizes feedback (Bug, Feature Request, General), suggests priority, and extracts keyword tags. Intelligent Filtering:** An IF node separates actionable tasks from general comments. Automated Task Creation:** Creates Trello cards in specific lists ("Bugs," "Feature Backlog") with relevant labels (Source, Urgent). Structured Logging:** Saves all general feedback to an Airtable base for review and trend analysis. Conditional Alerts:* Notifies a Slack channel *only for high-priority bugs. Optional Email Confirmation:** Sends a thank-you email if the submitter provides their address. Nodes Used 🟣 Jotform Trigger (Jotform Trigger) ✉️ Gmail (Send Confirmation Email) 🧠 AI Agent (AI Feedback Triage) 🃏 Trello (Create Trello Card) 📣 Slack (Alert Dev Team) 🗂️ Airtable (Log General Feedback to Airtable) 🔧 Set, **❓ IF, 🚫 No Operation, do nothing How to use this template Follow these steps to configure the workflow with your accounts and specific IDs. Set up Jotform, Trello, and Airtable (CRITICAL) Before starting, you must create the Jotform form, Trello board, and Airtable base exactly as described in the "Required Setup" section at the end of this document. Configure the Jotform Trigger Node Credentials:** Connect your Jotform account. Form:** Select your "Help us improve IdeaToBiz" form (replace the title with your company name). Resolve Data:* Ensure the "Resolve Data" toggle in the node's parameters is turned ON*. Configure the Config (Set) Node This node stores your Trello IDs. You must replace the placeholder values. Find Your IDs:** Open your Trello board, add .json to the URL, and press Enter. Search the JSON page for your List names ("Bugs," "Feature Backlog") and Label names ("Customer," "Staff," "Other," "Urgent") to find their corresponding "id" values. Action:** Paste your unique IDs into the value fields in this node. Configure the Email Provided? (IF) and Send Confirmation Email (Gmail) Nodes IF Node:** No configuration needed. Gmail Node:** Credentials: Connect your Gmail (or other email service) account. Customize: Edit the Subject and Body to match your company's voice. Configure the AI Feedback Triage Node Credentials:** Connect your Google AI (Gemini) credentials. Check Prompt:** Ensure the prompt correctly references your feedback field (e.g., {{ $('Jotform Trigger').item.json['Feedback Details'] }}). Check Schema:** Ensure the "Structured Output" JSON schema matches the required fields (task_title, category, suggested_priority, tags). Configure the Is it a Bug or Feature? (IF) Node No configuration needed. This node filters based on the AI output. Configure the Create Trello Card Node Credentials:** Connect your Trello credentials. Board ID:** Select your Product Feedback board. Check Expressions:** Verify that the expressions for List ID and Labels correctly pull the IDs from your Config node and data from the AI Feedback Triage and Jotform Trigger nodes. The template should be pre-filled, but double-check node names if you renamed them. Configure the Is it an Urgent Bug? (IF) Node No configuration needed. This checks the AI output before alerting Slack. Configure the Alert Dev Team (Slack) Node Credentials:** Connect your Slack credentials. Channel:** Select the channel for urgent bug alerts (e.g., #dev-alerts). Customize:** Edit the message text if desired. Ensure the Trello card URL expression ({{ $('Create Trello Card').item.json.shortUrl }}) is correct. Configure the Log General Feedback to Airtable Node Credentials:** Connect your Airtable credentials. Base ID:** Select your Product Feedback Log base. Table ID:** Select your Feedback Submissions table. Enable Typecast:* In the node's Options, ensure the *Typecast toggle is ON. This is crucial for allowing n8n to create new tag options in Airtable. Check Field Mappings:** Verify that the field mappings correctly reference the AI Feedback Triage and Jotform Trigger nodes. Activate Your Workflow! Once all credentials and IDs are configured, save and activate your workflow. How to Adapt the Template Change Task Destination:* Replace the Trello node with ClickUp, *Asana, Jira, or another task manager. You'll need to adapt the field mappings. Change Logging Destination:* Replace the Airtable node with Google Sheets, *Notion, or send logs via Email or Discord. Adjust AI Prompt:** Modify the prompt in the AI Feedback Triage node to change how feedback is categorized, prioritized, or tagged. Modify Filtering Logic:** Change the conditions in the Is it a Bug or Feature? IF node (e.g., maybe you also want "UI/UX Issue" to go to Trello). Refine Alerting:** Change the conditions in the Is it an Urgent Bug? IF node or send alerts for different categories (e.g., alert the design team for UI issues). Required Setup Jotform Form Setup Create Account: If needed, sign up at Jotform. Create Form: Build a form titled "Help us improve IdeaToBiz" (or similar). Add Fields: Radio Button: Label I am a..., Options Customer, Staff, Other (Required: ON). Email: Label Your Email (Optional) (Required: OFF). Long Text: Label Feedback Details (Required: ON). Submit Button: Label Submit Feedback. Trello Board Setup Create Board: Create a new Trello board named Product Feedback. Create Lists (Columns): Add at least these two lists: Feature Backlog Bugs Create Labels: Go to Menu -> More -> Labels and create: Urgent (Red recommended) Customer (Blue recommended) Staff (Green recommended) Other (Grey recommended) Airtable Base Setup Create Base: Create a new Airtable base named Product Feedback Log. Create Table: Name the table Feedback Submissions. Configure Fields: Rename the primary field (Name) to Feedback Summary (Type: Single line text). Rename Notes to Full Feedback (Type: Long text). Delete Assignee. Rename Status to Source (Type: Single select, Options: Customer, Staff, Other). Add Email field (Type: Email). Add AI Tags field (Type: Multiple select). Add Submitted At field (Type: Created time).

Description This workflow is designed for B2B/SaaS teams who want to secure renewals before it’s too late. It runs every day, identifies all accounts whose licenses are up for renewal in J–30, enriches them with CRM, product usage and support data, computes an internal churn risk level, and then triggers the appropriate playbook: HIGH risk** → full escalation (tasks, alerts, emails) MEDIUM risk** → proactive follow-up by Customer Success LOW risk** → light renewal touchpoint / monitoring Everything is logged into a database table so that you can build dashboards, run analysis, or plug additional automations on top. How it works Daily detection (J–30 renewals) A scheduled trigger runs every morning and queries your database (Postgres / Supabase) to fetch all active subscriptions expiring in 30 days. Each row includes the account identifier, name, renewal date and basic commercial data. Data enrichment across tools For each account, the workflow calls several business systems to collect context: HubSpot → engagement history Salesforce → account profile and segment Pipedrive → deal activities and associated products Analytics API → product feature usage and activity trends Zendesk → recent support tickets and potential friction signals All of this is merged into a single, unified item. Churn scoring & routing An internal scoring step evaluates the risk for each account based on multiple signals (engagement, usage, support, timing). The workflow then categorizes each account into one of three risk levels: HIGH – strong churn signals → needs immediate attention MEDIUM – some warning signs → needs proactive follow-up LOW – looks healthy → light renewal reminder A Switch node routes each account to the relevant playbook. Automated playbooks 🔴 HIGH risk Create a Trello card on a dedicated “High-Risk Renewals” board/list Create a Jira ticket for the CS / AM team Send a Slack alert in a designated channel Send a detailed email to the CSM and/or account manager 🟠 MEDIUM risk Create a Trello card in a “Renewals – Follow-up” list Send a contextual email to the CSM to recommend a proactive check-in 🟢 LOW risk Send a soft renewal email / internal note to keep the account on the radar Logging & daily reporting For every processed account, the workflow prepares a structured log record (account, renewal date, risk level, basic context). A Postgres node is used to insert the data into a churn_logs table. At the end of each run, all processed accounts are aggregated and a daily summary email is sent (for example to the Customer Success leadership team), listing the renewals and their risk levels. Requirements Database A table named churn_logs (or equivalent) to store workflow decisions and history. Example fields: account_id, account_name, end_date, riskScore, riskLevel, playbook, trello_link, jira_link, timestamp. External APIs HubSpot (engagement data) Salesforce (account profile) Pipedrive (deals & products) Zendesk (support tickets) Optional: product analytics API for usage metrics Communication & task tools Gmail (emails to CSM / AM / summary recipients) Slack (alert channel for high-risk cases) Trello (task creation for CS follow-up) Jira (escalation tickets for high-risk renewals) Configuration variables Thresholds are configured in the Init config & thresholds node: days_before_renewal churn_threshold_high churn_threshold_medium These parameters let you adapt the detection window and risk sensitivity to your own business rules. Typical use cases Customer Success teams who want a daily churn watchlist without exporting spreadsheets. RevOps teams looking to standardize renewal playbooks across tools. SaaS companies who need to prioritize renewals based on real risk signals rather than gut feeling. Product-led organizations that want to combine usage data + CRM + support into one automated process. Tutorial video Watch the Youtube Tutorial video About me : I’m Yassin a Project & Product Manager Scaling tech products with data-driven project management. 📬 Feel free to connect with me on Linkedin

Summarize Trello board activity with Gemini AI and post updates to Slack Who is this for Project managers and development teams using Trello for task management who want automated daily standup summaries without manual effort. Perfect for remote teams that need consistent project visibility and communication. What it does This workflow automatically generates intelligent daily standup reports from your Trello board activity. Every business day at 5 PM, it collects cards created and updated during the day, sends the data to Gemini AI for analysis, and distributes a human-readable summary via Slack and email. The workflow also logs daily metrics to Google Sheets and sends alerts for overdue cards. The AI summary includes activity stats, new work highlights, progress updates, blockers, and suggested priorities for the next day. How to set up Connect your Trello, Slack, Gmail, and Google Sheets accounts in n8n Get a Gemini API key from Google AI Studio and add it as an HTTP header credential Replace placeholder values in the Configuration Settings node: your Trello board ID, Slack channel, team email addresses, and Google Sheets ID Create a "Standup Metrics" sheet in your Google Sheets with columns: Date, New Cards, Updated Cards, Overdue Cards, Board ID Test with a manual execution before enabling the schedule Requirements Trello account with API access Slack workspace with bot permissions Gmail account Google Sheets document Gemini API key (free tier available) How to customize Modify the Gemini prompt in the Generate AI Summary node to change the summary style or add specific insights. Adjust the schedule trigger timing, change the overdue threshold logic in the code node, or extend to multiple Trello boards by duplicating the data collection nodes.

AI Sales Analyst & Lead Router This n8n template handles the post-call process for your business. It uses the call recording to extract valuable data and handles the prospect based on their budget. Some use cases: Sales follow-ups, auto-qualifying leads based on budget, monetizing low-budget leads, and automatic data entry. How it works Ingestion: When a call recording is uploaded to a specific Google Drive folder, the workflow is triggered. Transcription: OpenAI's model transcribes the call recording. Analysis: The GPT-4o model analyzes the transcript and extracts crucial information. Lead classification: The extracted budget is checked against your defined threshold (e.g., $5,000). Hot leads (Budget > 5k): The workflow logs the data in Airtable (CRM), creates a high-priority task, and instantly alerts the team via a Slack channel. Warm leads (Budget < 5k): The workflow logs the data, creates a low-priority task, and emails the lead, offering a cheaper alternative. Logging: Every execution is logged in Airtable. How to use the workflow Configure Google Drive: Open the Trigger node and select the destination folder for the call recordings. Set your Threshold: Open the If node and set your desired budget (currently set to 5,000). Customize the email: Open the Gmail node in Phase 2B and modify the email according to your own preferences. Database mapping: Ensure that your Airtable base has the following columns: Client Name, Budget, Sentiment, Summary, Date, and Timeline. Test it out! Generate a sample audio file on ElevenLabs and upload it to your Google Drive folder. Requirements Google Drive** (For storing audio recordings) OpenAI API Key** (Access to OpenAI models) Airtable** (For CRM and System Logging) Trello** (For Task Management) Slack** (For Team Notifications) Gmail** (For sending automated emails)

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. AI-Powered Content Analysis System Elevate your content quality with this AI-powered Content Analysis System! This workflow automatically evaluates website content using advanced scraping and AI analysis, providing comprehensive SEO insights, readability scores, and actionable improvement recommendations. Perfect for content teams ensuring optimal performance and engagement across digital properties. What This Template Does Triggers via form submission for on-demand content analysis requests. Checks previous analyses to prevent duplicate processing. Scrapes target URLs using Decodo for comprehensive content extraction. Uses AI to evaluate content quality, SEO effectiveness, and readability. Saves analysis results to Google Sheets for historical tracking. Generates professional Google Docs reports with actionable insights. Sends email notifications with formatted analysis summaries. Alerts teams via Slack for both normal and urgent findings. Creates remediation plans and Trello tasks for low-quality content. Key Benefits Automated content quality assessment with AI-powered insights Prevents duplicate analyses to optimize resource usage Comprehensive SEO and readability scoring for data-driven decisions Professional reporting with Google Docs and email integration Immediate team alerts for urgent content improvements Historical tracking and trend analysis capabilities Features Form-based trigger for easy content analysis requests Duplicate detection and prevention system AI-powered content evaluation using GPT-4o Real-time web scraping with Decodo integration Automated Google Docs report generation Multi-channel notifications (Slack, Gmail) Quality threshold monitoring and alerting Remediation plan generation for low-quality content Trello integration for task management Historical analysis database in Google Sheets Requirements OpenAI API credentials for AI analysis Decodo API credentials for web scraping Google Sheets OAuth2 credentials with edit access Google Docs OAuth2 credentials for report generation Gmail OAuth2 credentials for email notifications Slack Bot Token with chat:write permission Trello credentials (optional for task management) Environment variables for configuration settings Target Audience Content marketing and strategy teams SEO specialists and digital marketers Content quality assurance teams Digital agencies managing multiple clients Website owners and publishers Content operations managers Step-by-Step Setup Instructions Connect OpenAI credentials for AI content analysis capabilities Set up Decodo API credentials for web scraping functionality Configure Google Sheets with required analysis headers Add Google Docs credentials for automated report generation Set up Gmail and Slack credentials for notifications Optional: Configure Trello integration for task management Customize the analysis form with your industry and focus areas Test with sample URLs to verify all integrations and data flow Deploy for ongoing content quality monitoring and optimization Pro Tip: Get a free Web Scraping API subscription - https://decodo.com/scraping/web This workflow ensures your content maintains high quality standards with automated analysis, professional reporting, and immediate improvement alerts!

Automated Client Onboarding Workflow This n8n workflow automates the end-to-end client onboarding process: capturing client details, validating emails, assigning tiers, generating welcome packs, creating tasks, notifying teams, archiving records, and sending weekly reports. Who’s It For B2B SaaS companies** onboarding new customers Agencies** handling structured client setups Sales & customer success teams** needing automation Consulting firms** aiming for error-free onboarding ⚙️ How It Works Capture client details through a Webhook (connected to forms). Validate client’s email using Verifi Email. Log onboarding data into Google Sheets. Assign tier logic (Basic/Pro/Enterprise) via Function node. Create a Trello task card with onboarding steps. Generate a personalized Welcome Pack PDF with client details. Send Slack notification to internal team with client details. Download and attach PDF, then send personalized welcome email to the client. Archive structured onboarding data in Airtable. Weekly scheduled report: Collects Airtable onboarding data Processes weekly stats (plans, tiers, counts) Sends onboarding summary via email to the manager 🛠️ How to Set Up Webhook Setup Install & configure credentials: Verifi Email key Google Sheets OAuth2 Airtable OAuth2 Gmail OAuth2 Slack OAuth2 Trello API Optional: Customize the Welcome PDF template (HTML/CSS). Edit tier assignment logic inside the Assign Tier Logic node. Modify Slack & email templates to match your branding. Adjust schedule for weekly reports (default: Monday 9 AM IST). Test with sample payload: { "name": "Jane Doe", "email": "[email protected]", "company": "Acme Corp", "plan": "Pro" } 📋 Requirements Self-hosted or Cloud n8n Credentials: Verifi Email, Google Sheets, Airtable, Gmail, Slack, Trello Optional: API for company enrichment ⚠️ Note: The HTML/CSS to PDF node (used for report generation) has a limit of 10 free requests. For production usage, you’ll need an API plan. ⭐ Core Features Email Validation: Blocks fake/spam signups - **Tier Assignment: Auto-classifies clients into Basic/Pro/Enterprise Task Management**: Trello cards for onboarding checklist Welcome PDF Pack**: Branded, client-personalized PDF attachment Slack Notifications**: Real-time internal updates Airtable Archiving**: Permanent record-keeping Weekly Reports**: Automated onboarding summaries for managers 📈 Use Cases & Applications B2B SaaS**: Scale client onboarding without hiring more staff Agencies**: Deliver smooth onboarding experiences Sales Teams**: Reduce delays in CRM entry Customer Success**: Focus on relationship-building instead of admin ✅ Key Benefits Saves 5–6 hours of manual onboarding per client Ensures error-free onboarding with email validation Provides a professional, branded experience Improves collaboration with Slack + Trello integration Scales seamlessly as client volume grows 🔧 Customization Options Modify tier logic (e.g., budget, plan, company size) Customize Slack channel or Trello list for task routing Update PDF branding (logo, theme, styling) Add extra onboarding steps (e.g., Calendly call scheduling) Extend weekly reports (e.g., include ROI or CSM notes) ⚠️ Important Disclaimers For educational & automation purposes Ensure compliance with GDPR/CCPA before storing client data Always test workflow with dummy data before production Workflow Components Webhook Trigger** → Captures client form submissions Verifi Email** → Validates client email Google Sheets** → Logs onboarding entries Code Node** → Assigns tier & priority Trello** → Creates task card for CSM HTML/CSS to PDF** → Generates Welcome Pack PDF Slack** → Notifies team about new client Gmail** → Sends welcome email with PDF Airtable** → Archives full onboarding record Schedule Trigger* + Report* → Weekly summary to management