How to Automate Sprint Planning and Daily Standups with Pipedream

Workflows > New Workflow

Create New Workflow

Navigate to pipedream.com and click Workflows in the left sidebar. Click the blue New Workflow button in the top right. You'll see a blank workflow canvas with a trigger placeholder. Name your workflow 'Daily Standup Report' in the title field at the top.

1. 1Click Workflows in the left navigation
2. 2Click New Workflow button (blue, top right)
3. 3Type 'Daily Standup Report' in the workflow title field
4. 4Click the trigger placeholder to configure

Trigger > Schedule > Cron

Set Up Schedule Trigger

In the trigger configuration, select Schedule from the app list. Choose the Cron trigger type for precise timing control. Set the schedule to '0 9 * * 1-5' to run at 9 AM on weekdays only. This gives your team consistent standup reports without weekend noise.

1. 1Click on the trigger step placeholder
2. 2Search for and select 'Schedule' from the apps list
3. 3Choose 'Cron' as the trigger type
4. 4Enter '0 9 * * 1-5' in the cron expression field
5. 5Click Save to confirm the schedule

Add Step > Trello > Get Cards on a Board

Connect Trello Account

Click Add Step below the trigger and select Trello from the apps list. Choose 'Get Cards on a Board' action. Click Connect Account and authorize Pipedream to access your Trello workspace. You'll be redirected to Trello's authorization page where you need to click Allow.

1. 1Click the + Add Step button below the trigger
2. 2Search for and select 'Trello' from the apps
3. 3Choose 'Get Cards on a Board' action
4. 4Click 'Connect Account' button
5. 5Click 'Allow' on Trello's authorization page

Trello Step > Board Configuration

Configure Board Selection

In the Trello step configuration, select your sprint board from the Board dropdown. The dropdown will populate with all boards you have access to. Choose the specific board your team uses for sprint planning. Leave the List field empty to get cards from all lists on the board.

1. 1Click the Board dropdown in the Trello step
2. 2Select your sprint/development board from the list
3. 3Leave the List field set to 'All Lists'
4. 4Set Cards limit to 100 to ensure you get all active cards
5. 5Click Test to verify the connection works

Add Step > Code > Node.js

Add Data Processing Code Step

Click Add Step and select Code. Choose Node.js as the runtime. This step will process the Trello cards and categorize them for the standup report. You'll write JavaScript to filter completed tasks, identify overdue items, and find cards due today.

1. 1Click + Add Step below the Trello step
2. 2Select 'Code' from the options
3. 3Choose 'Node.js' as the runtime
4. 4Clear the default code in the editor
5. 5Paste the data processing code for categorizing cards

This Node.js code processes Trello cards and categorizes them for standup reports. Paste this into your first code step to handle date filtering and card organization automatically.

export default defineComponent({
  async run({ steps, $ }) {
    const cards = steps.trello.$return_value || [];

export default defineComponent({
  async run({ steps, $ }) {
    const cards = steps.trello.$return_value || [];
    const today = new Date().toISOString().split('T')[0];
    const yesterday = new Date(Date.now() - 24 * 60 * 60 * 1000).toISOString().split('T')[0];
    
    const completed = cards.filter(card => 
      card.list.name.toLowerCase().includes('done') &&
      card.dateLastActivity?.startsWith(yesterday)
    );
    
    const overdue = cards.filter(card => 
      card.due && 
      card.due.split('T')[0] < today &&
      !card.dueComplete
    );
    
    const dueToday = cards.filter(card => 
      card.due && 
      card.due.split('T')[0] === today &&
      !card.dueComplete
    );
    
    const inProgress = cards.filter(card => 
      card.list.name.toLowerCase().includes('progress') ||
      card.list.name.toLowerCase().includes('doing')
    );
    
    return {
      completed: completed.slice(0, 10),
      overdue: overdue.slice(0, 5),
      dueToday: dueToday.slice(0, 8),
      inProgress: inProgress.slice(0, 12),
      totalCards: cards.length
    };
  }
});

Add Step > Code > Node.js

Add Message Formatting Code Step

Add another Node.js code step to format the processed data into a readable Slack message. This step takes the categorized cards and creates a structured standup report with sections for completed tasks, overdue items, and today's deadlines. Use Slack's block formatting for better readability.

1. 1Click + Add Step below the processing code step
2. 2Select 'Code' and choose 'Node.js'
3. 3Add code to format the standup message with Slack blocks
4. 4Include sections for completed, overdue, and due today
5. 5Test the step to verify message formatting

This Node.js code processes Trello cards and categorizes them for standup reports. Paste this into your first code step to handle date filtering and card organization automatically.

export default defineComponent({
  async run({ steps, $ }) {
    const cards = steps.trello.$return_value || [];

export default defineComponent({
  async run({ steps, $ }) {
    const cards = steps.trello.$return_value || [];
    const today = new Date().toISOString().split('T')[0];
    const yesterday = new Date(Date.now() - 24 * 60 * 60 * 1000).toISOString().split('T')[0];
    
    const completed = cards.filter(card => 
      card.list.name.toLowerCase().includes('done') &&
      card.dateLastActivity?.startsWith(yesterday)
    );
    
    const overdue = cards.filter(card => 
      card.due && 
      card.due.split('T')[0] < today &&
      !card.dueComplete
    );
    
    const dueToday = cards.filter(card => 
      card.due && 
      card.due.split('T')[0] === today &&
      !card.dueComplete
    );
    
    const inProgress = cards.filter(card => 
      card.list.name.toLowerCase().includes('progress') ||
      card.list.name.toLowerCase().includes('doing')
    );
    
    return {
      completed: completed.slice(0, 10),
      overdue: overdue.slice(0, 5),
      dueToday: dueToday.slice(0, 8),
      inProgress: inProgress.slice(0, 12),
      totalCards: cards.length
    };
  }
});

Add Step > Slack > Send Message to Channel

Connect Slack Account

Add a Slack step by clicking Add Step and selecting Slack. Choose 'Send Message to Channel' action. Click Connect Account to authorize Pipedream with your Slack workspace. Make sure you're logged into the correct Slack workspace before connecting.

1. 1Click + Add Step below the formatting code step
2. 2Search for and select 'Slack' from the apps
3. 3Choose 'Send Message to Channel' action
4. 4Click 'Connect Account' button
5. 5Select your workspace and authorize Pipedream

Slack Step > Channel and Message Configuration

Configure Slack Message

Select your standup channel from the Channel dropdown. Set the message content to reference the formatted message from your previous code step. Use the data picker to select the message text from steps.nodejs_1.$return_value. Enable 'Send as blocks' for better formatting.

1. 1Select your standup channel from the Channel dropdown
2. 2Click in the Text field and use data picker
3. 3Select the formatted message from your code step
4. 4Toggle on 'Send as blocks' for rich formatting
5. 5Set Bot name to 'Standup Bot' for clarity

Workflow Actions > Test

Test the Complete Workflow

Click Test at the top of the workflow to run all steps in sequence. This will fetch current cards from your Trello board, process them through your code steps, and send a test message to Slack. Check your Slack channel to verify the message appears correctly formatted.

1. 1Click the Test button at the top of the workflow
2. 2Wait for all steps to complete (green checkmarks)
3. 3Check your Slack channel for the test message
4. 4Verify the message format and data accuracy
5. 5Review any error messages in failed steps

Workflow Actions > Deploy

Deploy the Workflow

Once testing succeeds, click Deploy in the top right to activate the scheduled workflow. The workflow will now run automatically every weekday at 9 AM. You can monitor execution history in the Executions tab and modify the schedule anytime in the trigger step.

1. 1Click the Deploy button in the top right
2. 2Confirm deployment in the popup dialog
3. 3Verify the workflow status shows as 'Active'
4. 4Check the next scheduled run time in the trigger step
5. 5Bookmark the workflow URL for future edits