How to Automate Sprint Planning Standup Reports with Make

Dashboard > Create a New Scenario

Create New Make Scenario

Log into Make and create a new scenario from your dashboard. You'll build a scheduled workflow that runs daily to collect Trello data and format it for Slack. The scenario will use multiple modules to gather different types of card data.

1. 1Click the orange 'Create a new scenario' button
2. 2Search for 'Trello' in the app selector
3. 3Choose 'Trello' as your first module
4. 4Select 'Search Cards' from the trigger options

Trello Module > Connection Settings

Configure Trello Connection

Connect your Trello account to Make and set up authentication. Make will request permissions to read your boards and cards. You'll need admin access to the boards you want to monitor for sprint reporting.

1. 1Click 'Add' next to the Connection field
2. 2Click 'Sign in with Trello' in the popup
3. 3Authorize Make in the Trello permission screen
4. 4Return to Make and verify the green connection badge

Trello Module > Search Configuration

Set Up Card Search Parameters

Configure the Trello Search Cards module to find relevant cards from your sprint boards. You'll specify which board to monitor and set date ranges to capture recent activity. This becomes your data source for the daily report.

1. 1Select your sprint board from the Board dropdown
2. 2Set Query to 'edited:day' to get cards modified today
3. 3Leave Cards Limit at 100 for most teams
4. 4Enable 'Return all results' checkbox

Canvas > Add Module > Trello

Add Completed Tasks Filter

Add a second Trello module to specifically capture completed tasks. You'll search for cards in your 'Done' or 'Completed' list from the past 24 hours. This creates a separate data stream for completed work reporting.

1. 1Click the '+' button after the first Trello module
2. 2Search and select 'Trello' again
3. 3Choose 'Search Cards' action
4. 4Use the same connection from step 2

Second Trello Module > Configuration

Configure Completed Cards Query

Set up the second Trello module to find cards moved to completion lists. You'll use list-specific queries to identify what work was finished since the last standup. This data feeds into your 'completed work' section.

1. 1Select the same board as module 1
2. 2Set Query to 'list:Done edited:day' (replace 'Done' with your completion list name)
3. 3Set Cards Limit to 50
4. 4Enable 'Return all results'

Canvas > Add Module > Trello

Add Overdue Cards Module

Insert a third Trello Search Cards module to identify overdue tasks. You'll query for cards with due dates in the past that haven't been completed. This creates the 'blockers and overdue' section of your standup report.

1. 1Add another Trello module after the second one
2. 2Select 'Search Cards' action
3. 3Use the existing connection
4. 4Set Query to 'due:overdue -list:Done'

Canvas > Add Module > Tools

Add Text Formatter Module

Insert a Text Formatter module to combine and structure your Trello data into a readable standup report. You'll create a formatted message template that organizes completed tasks, overdue items, and upcoming work into clear sections.

1. 1Click '+' after the last Trello module
2. 2Search for 'Text formatter' in the tools section
3. 3Select 'Text formatter' from results
4. 4Choose 'Replace' operation

📬 New entry: {{1.name}}
Email: {{1.email}}
Details: {{1.description}}

Text Formatter > Template Configuration

Build Report Template

Configure the Text Formatter to create your standup message format. You'll use Make's formula functions to organize card data into sections and handle empty results gracefully. The template structures data for easy scanning in Slack.

1. 1Set Text field to your standup template structure
2. 2Use {{}} syntax to insert Trello card data
3. 3Add date formatting with formatDate() function
4. 4Include conditional logic for empty sections

📬 New entry: {{1.name}}
Email: {{1.email}}
Details: {{1.description}}

Canvas > Add Module > Slack

Add Slack Module

Connect Slack to receive your formatted standup reports. You'll configure the Send Message action to post to your team's standup channel at the scheduled time. The message will contain your formatted Trello summary.

1. 1Click '+' after the Text formatter
2. 2Search and select 'Slack'
3. 3Choose 'Send a Message' action
4. 4Click 'Add' to create new connection

Slack Module > Message Configuration

Configure Slack Message

Set up the Slack message parameters including channel, message text, and formatting options. You'll map the formatted text from your Text Formatter module and choose the appropriate channel for standup reports.

1. 1Select your standup channel from the Channel dropdown
2. 2Map the Text formatter output to Message Text field
3. 3Set Username to 'Standup Bot' or similar
4. 4Choose an appropriate emoji icon

📬 New entry: {{1.name}}
Email: {{1.email}}
Details: {{1.description}}

Scenario Settings > Scheduling

Set Scenario Schedule

Configure the scenario to run automatically each weekday morning before your standup meeting. You'll set up scheduling options and timezone settings to ensure reports arrive on time. The schedule should account for your team's standup timing.

1. 1Click the clock icon at the bottom left
2. 2Choose 'Every day' from schedule options
3. 3Set time to 30 minutes before your standup
4. 4Select 'Monday to Friday' only
5. 5Set your team's timezone

This formula handles empty card arrays gracefully and formats member names properly in your standup template. Paste this in the Text Formatter module's Text field to create structured reports.

{{if(length(1.`Search Cards`.array) > 0; 
  "✅ Completed Yesterday:\n" + 
  join(map(1.`Search Cards`.array; 

{{if(length(1.`Search Cards`.array) > 0; 
  "✅ Completed Yesterday:\n" + 
  join(map(1.`Search Cards`.array; 
    "• " + name + 
    if(length(members) > 0; 
      " (" + join(map(members; fullName); ", ") + ")"; 
      "") + 
    "\n"
  ); "") + "\n"; 
  "✅ Completed Yesterday:\nNone\n\n"
)} + 
if(length(2.`Search Cards 2`.array) > 0; 
  "⚠️ Overdue Items:\n" + 
  join(map(2.`Search Cards 2`.array; 
    "• " + name + 
    if(due != null; " - Due " + formatDate(due; "MMM DD"); "") + 
    "\n"
  ); "") + "\n"; 
  "⚠️ Overdue Items:\nNone\n\n"
)}