PERSONAL PRODUCTIVITY
Route client commitments to a Trello deliverables board
Catches promises in mail you send to external clients, classifies each as a deliverable, a meeting, or an info request.
How it runs
The automated pipeline, trigger to output.
- TriggerNew sent emailGmail
- LogicSkip internal recipients
- ActionExtract and classify commitment typeOpenAI
- LogicBranch by commitment type
- OutputCreate Trello card in matching listTrello
What it does
When you send email to an external (non-company) address, this workflow detects any commitment you made and classifies it by type — deliverable, scheduled meeting, or information you owe — then drops a Trello card into the matching board list. Internal emails are ignored, so the board reflects only client-facing obligations.
When to use it
Use it on a client-services or agency team where everyone needs shared visibility into what's been promised to customers. The Trello board becomes a single source of truth for outstanding client commitments without anyone re-typing them.
How it works
- 1A sent email triggers the run.
- 2A logic step checks the recipient domain and skips anything internal.
- 3An OpenAI step extracts commitments and labels each one's type.
- 4A branch routes the card to the Deliverables, Meetings, or Info-Owed list based on the label.
- 5A Trello card is created with the promise, client name, due date, and source link.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect TrelloKanban boards for everything.
- 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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