Weekly

Get a weekly summary of your Trello board

Each Monday you get a short rundown of where everything stands, list by list.

Runs: Weekly
Apps: Trello
AI: Yes, uses the built-in AI allowance
Access: read

Send this to your assistant

Create a ClickRuntime automation: every Monday at 8am, summarise my Product Roadmap board in Trello list by list and email it to me.

Paste it into your assistant. It tells you what it will send or change before it runs live.

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First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

A Trello board with sixty cards across six lists is hard to read quickly. A project lead returning from a few days off, or a manager overseeing three teams' boards, has to open each list and read card titles to learn what is stuck, what moved and what is about to be late. Updates get requested in chat, someone writes a status from memory, and it is stale by the time it is posted.

Each week, this reads the lists and cards on your chosen Trello board, hands the content to an AI step that writes a short summary of where things stand, and emails it to you. The summary covers progress, blockers and what is coming due.

It is useful for leads who want to stay informed without interrupting their team.

What you get out of it

Status without interrupting the team
A weekly written summary means you stop asking people where things are. Team members keep working instead of writing updates for a manager who could read the board in summary form.
Quick catch-up after time away
After a holiday or a week of meetings, one email replaces reading every card. You can see what finished, what is stuck and where to look first, in a couple of minutes.
Blockers named in plain language
The summary picks out cards in problem states, such as ones sitting in a waiting list for a long time, so a stalled item gets attention before it becomes a missed deadline.
Material for stakeholder updates
Executives and clients want a paragraph, not a board link. The summary gives you readable text that you can lightly edit and forward as your weekly update. That saves you from writing the same status paragraph from scratch every week.
Works across several boards
Pointing the flow at multiple boards produces one summary each, which helps a manager responsible for several projects keep a consistent view without opening each Trello board. Each summary is produced the same way, so the boards can be compared.

How it works

What happens, step by step

Once a week, ClickRuntime reads every list and card on your Trello board.
AI writes a short summary of each list: what is close to done, what is blocked and what is next.
You get the summary by email, so you can see where the board stands without opening Trello.

Before it runs live

Connect Trello

What you get

RunsWeekly

Get a weekly summary of your Trello boardtoday, 9:00Succeeded

Email · Product RoadmapNow (5): SSO and audit log are close; billing export blocked on design. Next (8): mobile offline mode leads the queue.

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Run it at a different time, more or less often, or only on weekdays
Change what the AI looks for, or how it writes the result
Add another app, for example also send it to Slack
Combine it with other Trello steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

ai_board_summary.pyexample

from clickruntime import on_trigger, http, credentials, ai, notify

BOARD_ID = "ROADMAP_BOARD_ID"

def trello(method, path, **params):
    params.update(key=credentials.secret("TRELLO_API_KEY"), token=credentials.secret("TRELLO_TOKEN"))
    r = http.request(method, f"https://api.trello.com/1{path}", params=params)
    r.raise_for_status()
    return r.json()

@on_trigger
def run(event):
    lists = trello("GET", f"/boards/{BOARD_ID}/lists", fields="name")
    cards = trello("GET", f"/boards/{BOARD_ID}/cards", fields="name,idList,due")
    board = []
    for l in lists:
        names = [c["name"] for c in cards if c["idList"] == l["id"]]
        board.append(f"{l['name']} ({len(names)}): " + "; ".join(names[:40]))
    summary = ai.generate("Summarise this product roadmap list by list, 2 lines each:\n" + "\n".join(board),
                          max_output_tokens=600).text
    notify.email_me("Product Roadmap this week", summary)
    return {"lists": len(lists), "cards": len(cards)}

FAQ

Common questions

Does the AI read card comments and attachments?

By default it works from list names, card names, descriptions, labels and due dates. Comments can be included if you ask, though long threads make the summary longer. Attachments are not read, only their presence on a card.

How accurate is the summary?

It reflects what is written on the cards, so a vague card title leads to a vague summary. The AI does not invent progress, but it only knows what the board says, so keep cards updated for the best result.

Can I focus the summary on certain lists?

Yes. You can limit it to lists such as Doing and Blocked, or exclude Done, so the email concentrates on live work. Mention which lists matter and approve the change before the next weekly run.

What permissions does it need?

read. Nothing else in your accounts is used.

Does it need AI?

Yes. It uses ClickRuntime's built-in AI, so you don't need an OpenAI or Anthropic key. Every plan includes a monthly AI allowance.

How many runs does it use?

One run each time it runs (weekly). Checks that find nothing to do and stop right away aren't counted.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Daily