How Fellow's Trello Integration Helps Teams Automate Task Execution

We’ve all seen it happen. The strategy session was brilliant, the decisions were clear, and the energy was high. But the moment the video call ends, that momentum hits a wall.

Why? Because the "deciding" happened in your meeting notes, but the "execution" lives in a project management tool like Trello.

This disconnect creates a "black hole" where agreed-upon work vanishes simply because no one manually copied it over to the project board. As one Fellow customer noted, teams are often paralyzed by "siloed tools" that force them to consolidate data manually instead of doing actual work .

We built the Fellow + Trello integration to permanently close this gap. By automating the flow from discussion to card creation, we ensure that nothing falls through the cracks after your meetings end.

What is Fellow's Trello integration?

Fellow's Trello integration is a powerful connection designed to sync action items between your Fellow meeting notes and your Trello boards .

Unlike simple one-way pushes, this integration focuses on bi-directional action item management . It takes the specific tasks and follow-ups identified during your meetings—including those generated by AI recaps—and automatically creates corresponding Trello cards .

Key synchronization features include:

• Bi-Directional Updates: If you mark an item as "Done" in Fellow, it updates in Trello, and vice versa .

• Action Item Focus: The sync is specifically designed for action items, ensuring your meeting outcomes translate directly into actionable work .

• Context Preservation: Action items carry their context from the meeting directly into the Trello card structure .

How it works (setup & mechanics)

We designed this integration to be "plug and play," balancing simplicity with powerful customization .

Setting up the connection:

• Access Settings: Navigate to "Apps and Integrations" within your Fellow workspace settings .

• Connect: Locate Trello in the list and select "Connect" .

• Authenticate: Follow the prompts to authorize the link between your Fellow and Trello accounts .

Controlling the sync:

Once connected, you have two primary ways to manage the workflow:

• Automated Workflows: For recurring meetings (like Weekly Standups), you can configure Fellow to automatically push all action items to a specific Trello board and list .

• Manual Pushing: For ad hoc meetings, you maintain control by manually selecting which action items to push to Trello .

• AI Integration: Any action items identified by Fellow's AI meeting recaps can also be pushed directly to your boards, reducing administrative overhead .

Why users sync their AI meeting notes in Fellow with their boards in Trello

Customers have told us that they use this integration to solve three specific challenges: pipeline complexity, scalability, and tool fragmentation.

1. Solving pipeline complexity

Managing multiple client projects often leads to context switching that kills productivity. One Fellow customer noted that every project has its own context, meetings, and pipelines, making it difficult to keep track of follow-ups . By integrating Fellow and Trello, they were able to unify these disparate contexts into one place, ensuring that client-specific meeting tasks immediately entered the correct project pipeline .

2. Scalability and growth

For fast-growing organizations, manual data entry isn't just annoying—it's unscalable. A leader at a rapidly scaling agency emphasized that their solutions needed to handle 2x to 4x growth per year . They chose the Fellow + Trello integration because it allowed them to scale their team without getting "lost in boards inside boards," keeping the process streamlined as they aimed to quadruple their headcount .

3. Consolidating siloed tools

Teams often struggle with "siloed tools" that don't talk to each other . A team lead at a services firm explained their desire to take an entire meeting recap and distribute it via Trello cards automatically . This integration allowed them to consolidate their tool stack, moving from disconnected islands of data to a cohesive workflow where agendas and action items flow naturally into execution .

Best practices for implementation

To get the most out of this integration, we recommend following these deployment standards:

Establish clear board structures

Before syncing, ensure you have dedicated Trello boards for different meeting types or projects . Use consistent naming conventions for your lists (e.g., "To Do," "In Progress") to ensure the sync lands exactly where you expect .

Differentiate your workflows

• Recurring meetings: Set these to auto-sync. This is best for team standups where every task needs to be tracked .

• Ad hoc meetings: Use manual sync. This gives you control to filter out sensitive or minor tasks before they hit a shared board .

Optimize recap templates

Create Fellow AI note templates that standardize how action items are formatted . Including standard fields or consistent language helps both the AI detection and the Trello card formatting remain consistent.

Prioritize privacy

If you are discussing sensitive personnel issues or confidential strategy, either disable the integration for that specific meeting series or set up private Trello boards to ensure confidential data isn't synced to a public team board.

The gap between "discussion" and "execution" is where revenue is lost. By integrating Fellow with Trello, you remove the administrative friction that causes tasks to slip. You aren't just syncing notes; you are building a bridge that ensures every decision made in a meeting results in a tracked, actionable step in your project management system.

Below are the answers to some frequently asked questions about the Fellow + Trello integration.

Got more questions about Fellow's integrations? Book a personalized walkthrough.