Beginner~8 min setupCommunication & Project ManagementVerified April 2026
Slack logo
Trello logo

How to Automate Sprint Planning and Daily Standup Reports with Zapier

Automatically send daily Slack summaries of Trello board activity including completed tasks, overdue cards, and upcoming deadlines.

Steps and UI details are based on platform versions at time of writing β€” check each platform for the latest interface.

Best for

Development teams running daily standups who want automatic status reports without manually checking Trello boards

Not ideal for

Teams needing real-time notifications or complex sprint metrics beyond basic task status

Sync type

scheduled

Use case type

reporting

Real-World Example

πŸ’‘

A 12-person development team runs daily standups at 9 AM and needs visibility into overnight progress. Before automation, the scrum master spent 15 minutes each morning checking three Trello boards for completed tasks and overdue items. Now Zapier posts a formatted summary to #daily-standup at 8:45 AM with cards moved to Done, items past due date, and tasks due today.

What Will This Cost?

Drag the slider to your expected monthly volume.

/mo
505005K50K

Each platform counts differently β€” Zapier: 1 task per trigger. Make: 1 operation per module per record. n8n: 1 execution per run.

Prices shown for annual billing. Based on published pricing as of April 2026.

Estimated ROI

1000

min saved/mo

$583

labor value/mo

Free

no platform cost

Based on ~2 min manual effort per operation at $35/hr fully loaded labor cost.

Implementation

Before You Start

Make sure you have everything ready.

Trello account with board admin or member access to the projects you want to monitor
Slack workspace admin permissions or ability to add bots to your standup channel
Consistent use of due dates on Trello cards for deadline tracking to work properly
Established Done/Completed list naming convention across your boards

Field Mapping

Map these fields between your apps.

FieldAPI Name
Required
Card Name
Due Date
List Name
Card URL
3 optional fieldsβ–Έ show
Assigned Members
Board Name
Last Modified Date

Step-by-Step Setup

1

Dashboard > + Create Zap > Schedule by Zapier

Create new Zap with Schedule trigger

Start a new Zap and select Schedule by Zapier as your trigger. This will run your standup report at the same time each day. Choose 'Every Day' as your interval and set the time to 15 minutes before your standup meeting. The trigger will fire Monday through Friday automatically.

  1. 1Click + Create Zap from your dashboard
  2. 2Search for 'Schedule' in the trigger apps
  3. 3Select 'Every Day' as your trigger event
  4. 4Set time to 8:45 AM (or 15 minutes before standup)
  5. 5Choose weekdays only in the frequency options
βœ“ What you should see: You should see a schedule configured to run Monday-Friday at your chosen time with a green checkmark.
⚠
Common mistake β€” Don't set the time too close to your standup start - boards with 50+ cards can take 2-3 minutes to process.
Zapier
+
click +
search apps
Slack
SL
Slack
Create new Zap with Schedule…
Slack
SL
module added
2

Step 2 > Trello > Find Cards

Connect your Trello account

Add Trello as your second step and authenticate your account. You'll need a Trello account with read access to the boards you want to monitor. Zapier will request permission to view your boards, lists, and card details. Choose 'Find Cards' as your action since we need to search for specific card statuses.

  1. 1Click the + button to add a new step
  2. 2Search for and select Trello
  3. 3Choose 'Find Cards' as your action event
  4. 4Click 'Sign in to Trello' and authorize access
  5. 5Select your connected Trello account
βœ“ What you should see: You should see your Trello account connected with a list of available boards in the dropdown.
Zapier settings
Connection
Choose a connection…Add
click Add
Slack
Log in to authorize
Authorize Zapier
popup window
βœ“
Connected
green checkmark
3

Trello > Find Cards > Board Selection

Configure completed tasks search

Set up the first card search to find tasks completed in the last 24 hours. Select your project board from the dropdown and choose your 'Done' or 'Completed' list. Set the search to look for cards that were moved to this list since yesterday. This captures all the work your team finished overnight or yesterday evening.

  1. 1Select your main project board from the Board dropdown
  2. 2Choose your 'Done' or 'Completed' list from List dropdown
  3. 3Set 'Modified Since' to 'Yesterday'
  4. 4Leave 'Card Name Contains' blank to get all cards
  5. 5Set limit to 50 cards maximum
βœ“ What you should see: The test should return recent cards from your Done list with titles, due dates, and member assignments visible.
⚠
Common mistake β€” If your Done list has hundreds of cards, consider archiving older completed items to keep results focused.
4

Step 3 > Trello > Find Cards

Add second Trello step for overdue cards

Add another Trello 'Find Cards' step to identify overdue items across all active lists. This search will look for cards with due dates before today that aren't in your completed lists. Set it to search your entire board but exclude Done/Completed lists so you only see active overdue work.

  1. 1Click + to add another Trello step
  2. 2Select 'Find Cards' again
  3. 3Choose the same board but select 'All Lists'
  4. 4Set 'Due Date' to 'Before Today'
  5. 5Set limit to 20 cards to avoid overwhelming reports
βœ“ What you should see: Test results should show cards with red due date indicators that are past their deadlines.
⚠
Common mistake β€” Cards without due dates won't appear in overdue searches - make sure your team sets due dates on time-sensitive work.
5

Step 4 > Trello > Find Cards

Add third Trello step for upcoming deadlines

Create a third Trello search for cards due today and tomorrow. This gives your team visibility into upcoming deadlines during standup. Search across active lists only and filter for due dates of today and tomorrow. This helps identify potential bottlenecks before they become overdue items.

  1. 1Add another Trello 'Find Cards' step
  2. 2Select your project board again
  3. 3Choose 'All Lists' but exclude completed lists
  4. 4Set 'Due Date' to 'This Week'
  5. 5Set limit to 15 cards for upcoming items
βœ“ What you should see: You should see cards due today and in the next few days with yellow and orange due date indicators.
6

Step 5 > Slack > Send Channel Message

Add Slack action step

Add Slack as your final step to send the standup report. Choose 'Send Channel Message' and connect your Slack workspace. You'll need permission to post in your standup channel. Select the channel where your team holds daily standups - typically #standup, #daily, or your main team channel.

  1. 1Click + to add Slack as the final step
  2. 2Select 'Send Channel Message' action
  3. 3Sign in to your Slack workspace
  4. 4Choose your standup channel from the dropdown
  5. 5Leave username and icon settings as default
βœ“ What you should see: Your Slack channel should appear in the dropdown with a green connected status indicator.
⚠
Common mistake β€” Make sure the Zapier bot has permission to post in your chosen channel - test in a private channel first if unsure.
7

Slack > Message Text Field

Format the standup message

Create a formatted message that summarizes all three Trello searches. Use Slack markdown to create headers and bullet points. Include completed tasks from step 3, overdue items from step 4, and upcoming deadlines from step 5. Add card links so team members can click directly to Trello. Keep the format scannable for quick standup review.

  1. 1Click in the Message Text field
  2. 2Type ':clipboard: Daily Sprint Update for' and add today's date
  3. 3Add '*Completed Yesterday:*' header with completed card titles
  4. 4Add '*Overdue Items:*' section with overdue card data
  5. 5Add '*Due Today/Tomorrow:*' with upcoming deadline cards
  6. 6Include Trello card URLs using the Short URL field
βœ“ What you should see: Your message preview should show a well-formatted report with headers, bullet points, and clickable Trello links.
⚠
Common mistake β€” Long card titles will make messages hard to read - consider truncating titles over 50 characters in your message format.
Message template
πŸ“¬ New entry: {{1.name}}
Email: {{1.email}}
Details: {{1.description}}
8

Test & Review > Turn on Zap

Test and enable the automation

Run a full test to ensure all Trello searches return expected results and the Slack message appears correctly formatted. Check that overdue logic works by looking at actual past-due cards. Verify upcoming deadlines show the right timeframe. Once testing looks good, turn on the Zap to run automatically weekday mornings.

  1. 1Click 'Test & Continue' on each step to verify data
  2. 2Review the final Slack message format and content
  3. 3Check that card counts match what you see in Trello
  4. 4Click 'Turn on Zap' to enable daily automation
  5. 5Verify the Zap status shows as 'On' in your dashboard
βœ“ What you should see: You should see a test message posted to your Slack channel with properly formatted sections and working Trello links.
Zapier
β–Ά Turn on & test
executed
βœ“
Slack
βœ“
Trello
Trello
πŸ”” notification
received

Scaling Beyond 100+ cards per search result+ Records

If your volume exceeds 100+ cards per search result records, apply these adjustments.

1

Limit search results per query

Set maximum card limits (20-30) on each Trello search to prevent overwhelming Slack messages. Focus on most recent or highest priority items rather than complete lists.

2

Archive completed work regularly

Cards older than 30 days should be archived in Trello to keep automation searches fast and results relevant. Set up a monthly board cleanup process.

3

Split reports by project or priority

Create separate Zaps for different boards or use filtering to send high-priority items to different Slack channels. This prevents information overload in daily standups.

Going live

Production Checklist

Before you turn this on for real, confirm each item.

Troubleshooting

Common errors and how to fix them.

Frequently Asked Questions

Common questions about this workflow.

Analysis

VerdictWhy Zapier for this workflow

Use Zapier for this if your team already runs structured daily standups and you want consistent reporting without manual board checking. The Schedule trigger handles weekday-only automation reliably, and multiple Trello searches let you categorize work status effectively. The guided setup makes it accessible for non-technical scrum masters. Skip Zapier if you need real-time sprint notifications - use Make with Trello webhooks instead.

Cost

This workflow uses 4 tasks per day (1 schedule trigger + 3 Trello searches). At 22 weekdays per month, you'll burn 88 tasks monthly. That fits comfortably in Zapier's free 100-task tier. Make would cost $9/month for the same automation but includes 1000 operations, making it cheaper if you plan to add more project management workflows. Power Automate includes this in most Office 365 plans at no extra cost.

Tradeoffs

Make handles conditional logic better - you could skip sending reports when no cards are found or format messages differently based on overdue count. Power Automate integrates naturally with Microsoft Teams instead of Slack and can pull from Planner boards alongside Trello. n8n lets you combine multiple board searches into a single formatted output more elegantly than chaining separate Zapier steps. But Zapier's Trello integration is rock-solid and the Schedule trigger never misses weekday runs like some competitors do.

You'll hit Trello's API rate limits if you monitor 5+ busy boards simultaneously - responses slow down and searches time out. Cards moved between lists multiple times in one day can appear in wrong categories due to timestamp overlaps. Teams that don't consistently use due dates will see empty overdue sections even when work is clearly behind schedule. The biggest gotcha: Slack message formatting breaks easily when card titles contain special characters or are extremely long.

Ideas for what to build next

  • β†’
    Add weekend sprint review β€” Create a second Zap that runs Friday afternoons to summarize the entire week's completed work and plan for the following sprint.
  • β†’
    Include blocked tasks tracking β€” Add another Trello search step to find cards labeled as 'blocked' or 'waiting' to surface impediments during standup discussions.
  • β†’
    Send individual assignment summaries β€” Modify the workflow to send private DMs to each team member with their personal overdue and upcoming tasks before the team standup.

Related guides

Was this guide helpful?
← Slack + Trello overviewZapier profile β†’