SUMMARIZATION
Batch archive: condense a Trello list into a Coda decision register
On demand, walk every card in a chosen Trello list, summarize each card's comment thread into a decision entry, and write the full batch as a structured decision register in Coda.
How it runs
The automated pipeline, trigger to output.
- TriggerManual run with target list selected
- ActionRetrieve all cards and comments in listTrello
- LogicBatch cards and skip empty or template cards
- ActionSummarize each card into decision and outcomeOpenAI
- OutputWrite decision register to CodaCoda
What it does
Point this workflow at a Trello list and it processes every card in it, summarizing each card's comment thread into a decision, rationale, and outcome, then writes the whole set as a structured decision register in Coda. It is the one-shot way to preserve an entire project's reasoning before you archive the list.
When to use it
Use it at the end of a sprint, quarter, or project when you are about to clean up a Trello list and want a permanent, readable record of every decision in Coda first. Ideal for retrospectives and handoffs where the comment threads hold context that would otherwise be lost.
How it works
- 1A manual trigger starts the run with a target list selected.
- 2The flow retrieves all cards and their comments from that Trello list.
- 3A logic step batches the cards and skips empty or template cards.
- 4An OpenAI call summarizes each card into decision, rationale, and outcome.
- 5The batch is written to Coda as a structured decision register, one row per card.
Set it up
What you configure once, before turning it on.
- 1Connect TrelloKanban boards for everything.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect CodaDocs, packs, automations.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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