note1 + Trello

Trello meeting notes that become Trello cards

note1 adds the action items from your meetings to a Trello list, and links the card your team already has. Trello action items without retyping.

Connected once for the whole team Matched to existing work first
How matching works

Matched to the cards you already have

Before creating anything, note1 searches the target's open cards and those closed in the last 30 days, and judges whether one already tracks the same work.

01

Already tracked

If an existing card covers the action item, note1 links it and adds a comment with the meeting quote and a link to the meeting.

02

Possible match

When a match is uncertain, note1 shows it as a suggestion in note1. You approve it with one click, or ignore it.

03

New work

Action items with no match become new cards in Trello when auto-create is on, which is the default. With it off, they appear as "create" suggestions instead.

Choose Suggest, where matches wait for one-click approval in note1, or Auto-link, where strong matches link automatically and weaker ones become suggestions.

What lands in Trello

What lands in Trello

A new card carries the context from the meeting, so the person doing the work does not need to replay the call.

Title and description

The action item text becomes the card title, and its description comes along.

Owner and quote

The owner's name, the supporting quote and who said it.

Link to the meeting

A link back to the meeting in note1, with the full transcript and summary.

Closed work flows back into note1

About once an hour, note1 checks linked cards. When one is closed in Trello, note1 can show a "Possibly done" proposal on the action item, close the item automatically, or do nothing. Your team admin chooses which. Rejected proposals are not repeated.

Setup

Connect Trello in three steps

Open Team integrations
  1. 01

    Connect Trello

    A team admin opens Team, then Integrations, selects Trello and signs in with Atlassian. It is connected once for the whole team.

  2. 02

    Pick a list

    Choose the Trello list that receives new cards from meeting action items.

  3. 03

    Choose how matching works

    Pick Suggest, where matches wait for one-click approval, or Auto-link, where strong matches link automatically and weaker ones become suggestions.

Good to know

Trello specifics

Cards go to one Trello list

Your admin picks the Trello list that receives new cards.

Atlassian sign-in

Trello connects through Atlassian sign-in.

No assignee

note1 creates Trello cards without a member assigned. The owner's name is in the card.

One-way sync

Sync goes from note1 to Trello. Editing an action item in note1 after the card exists does not update the card, and closing it in note1 does not close the card.

When items sync

Items sync after each meeting is processed. Manually added items sync when you save them. You can retry a single item, or use Sync all on a meeting.

Frequently Asked Questions

Support
How do I send meeting notes to Trello?

A team admin connects Trello once through Atlassian sign-in and picks a list. After each meeting, note1 links action items to existing cards or creates new ones. It sends action items, not the full meeting notes.

Does note1 assign Trello cards to members?

No. Cards are created without an assignee. The owner's name is written in the card.

Will it duplicate cards we already have?

Before creating a card, note1 searches open cards and those closed in the last 30 days, and judges whether one tracks the same work. Matches are linked, with a comment, or suggested.

What is in a new Trello card?

The action item text as the title, its description, the owner's name, the supporting quote with the speaker, and a link to the meeting in note1.

Does archiving or closing a card update note1?

About once an hour, note1 checks linked cards. A closed card becomes a "Possibly done" proposal, closes the action item automatically, or does nothing, depending on your admin's setting.

Stop retyping action items into Trello

Connect Trello once for your team, pick where items go, and let note1 link or create cards after each meeting.