Creative Brief Intake for Trello · Marketing
Client requests land on your Trello board as ready-to-work briefs
Turns each client request into a structured brief on a Trello card, comments the open questions, and emails the client those questions so work starts with everything you need.
Can't be bought yet: waiting for Trello approval. It opens for purchase on its own once approved.
- Starts when your form or app sends it something
- 1 AI step
- A person approves before it acts
- About 12 min to set up
Sound familiar?
The job, before and after this agent.
What it feels like today
- “Our Trello intake list is full of cards that just say new ad request.”
- “We always discover missing sizes, copy and deadlines after work has started.”
- “Clients wait too long for a simple we got it reply.”
What you get with the agent
- A structured brief from each request: objective, audience, deliverables and specs, key message, tone, mandatory elements and deadline.
- Up to six clarifying questions, never invented specs.
- A card in your Trello intake list with the brief, the client contact and the original request.
- The open questions added as a comment on the card.
- A confirmation email to the client; unclear, out-of-scope or money questions wait for your approval.
Before
A request sits in an inbox, someone makes a vague Trello card later, and the designer spends the first hour emailing questions.
After
The card appears with a full brief and the questions in the comments, and the client has already been asked for what's missing.
How it works
The whole workflow, step by step.
Each request from your client form is turned by AI into a structured creative brief (objective, audience, deliverables and specs, key message, tone, mandatory elements, deadline) with up to 6 clarifying questions, using only what the client wrote. The brief becomes a card in your Trello intake list, the open questions are added as a comment, and the client gets a confirmation email with the questions, Reply-to your studio inbox. Routine confirmations go out at once; unclear, out-of-scope or money questions wait for approval, or switch review on for all. It doesn't assign members or labels.
- TriggerNew client request
- LogicCheck the deadline
- AI stepWrite the creative brief
- App callCreate the card in Trello
- App callComment the clarifying questions
- OutputCard created
- LogicSend the confirmation how?
- No email:No confirmation
- Routine:Email the client
- Review:Approve the confirmation
- OutputNo confirmation
- Human approvalApprove the confirmation
- Approved:Email the client
- OutputEmail the client
- OutputConfirmed
This is the workflow that opens in your workspace when you set the agent up. Every step can be edited.
- Step 1New client requestYour client request form (or your site) posts each request to this webhook.
- Step 2Check the deadlineIn code, not AI: reads the client's deadline and works out how many business days away it is; 5 business days or fewer (or already past) marks the request urgent. Change the number here (within.max) and set your time zone here (timezone, e.g. America/Chicago; UTC when blank). Requests are never dropped here.
- Step 3Write the creative briefAI turns the request into a structured brief (objective, audience, deliverables, specs, tone, deadline) and lists the clarifying questions. Whether it's urgent was worked out in code.
- Step 4Create the card in TrelloAdds a card to your intake list with the brief, the client contact and the original request in its description.
- Step 5Comment the clarifying questionsAdds the open questions as a comment on the card, so the team sees what's still missing.
- Step 6Card createdThe run history keeps the Trello card link.
- Step 7Send the confirmation how?No email address: no confirmation. Routine requests: sent at once. Unclear, out-of-scope or money questions (or every one, if you switch review on): approved first.
- Step 8No confirmationThe request had no email address; it's filed on your board.
- Step 9Approve the confirmationA teammate checks the confirmation and questions in Reviews, edits them if needed and approves.
- Step 10Email the clientEmails the confirmation with the clarifying questions, with replies going to your studio inbox.
- Step 11ConfirmedThe run history keeps the brief and the confirmation.
Example run
What goes in, and what comes out.
Example with fictional data
Comes in
Form request from Acme Coffee Roasters: holiday email banner and three Instagram posts, needed by December 1.
The agent produces
Trello card Acme Coffee Roasters holiday campaign with the brief. Comment: which email tool sizes, product photos supplied or needed, offer details, approver. Confirmation sent to the client with the same questions, reply-to your studio inbox.
What you need
Everything it takes to run it.
About 12 minutes from purchase to live. A checklist above the canvas takes you through each step.
Plan
Included in Enterprise; on other paid plans it's $79 once. Agents run live on paid plans, from Basic ($39/mo).
Your AI key
Connect any of 14 AI providers on your own key. Your provider bills usage directly, at cost; we add no markup.
Apps
- TrelloAwaiting approval
Checklist
- A paid plan (agents run live on paid plans).
- An AI provider key (Settings → AI Providers).
- Trello, connected in Settings → Integrations. Trello is waiting for vendor approval, so this agent switches on once it's live.
- A request form or site that can post to a webhook.
Setup, about 12 minutes
- Connect your AI provider. The AI steps run on your own key (OpenAI, Anthropic, Google and more). Add one in Settings → AI Providers.
- Connect Trello. Connect Trello (Settings → Integrations → Trello).
- Describe your studio. Open “Write the creative brief” and replace the placeholder with your studio and brief rules.
- Pick the Trello board and list. Open “Create the card in Trello” and pick your account, board and intake list, then pick the account in “Comment the clarifying questions”.
- Add your studio inbox. Open “Email the client” and enter the address the client's answers should go to.
- Test it with Dry Run. Press Dry Run: the agent runs on sample data with no messages sent and nothing written to your apps.
- Switch the trigger on. Open the trigger, copy the webhook URL and secret into your request form or site, and switch it on. Fields: client, name, email, request, deliverables, deadline, budget, references.
Is it a fit?
Who it's for, and what it won't do.
Built for
- Design studios and freelancers working in Trello
- Small marketing teams with an intake board
- Agencies handling many small creative requests
What it doesn't do
- It doesn't assign members or labels, set due dates or estimate hours.
- It files every request in one intake list (one per setup).
- It never promises prices or dates you haven't written in your studio rules.
- It doesn't read attached files, only the text and links in the request.
We list the limits up front so you can decide before you buy.
Price
$79 one-time
Per workspace. It never renews.
- Included at no extra cost on Enterprise.
- Buying and running it live need a paid plan, from Basic ($39/mo).
- Dry Run costs nothing: simulated AI and app calls, nothing sent.
- AI usage is billed by your own provider, at cost. No AI credits to buy from us.
One-time agent purchases aren't covered by the 30-day money-back guarantee. Refund policy
FAQ
Questions about Creative Brief Intake for Trello.
Which apps does it need?
Trello, where each brief becomes a card. Asana and monday.com versions exist too. The agent's page shows whether each app is ready to connect.
Will it make up specs or prices?
No. It uses only what the client wrote and turns gaps into questions. It never promises prices or dates you haven't written in your studio rules.
Does it assign members or labels?
No. Your team assigns members, labels and due dates. Setup takes about 12 minutes with a form that can post to a webhook.
Is it worth the price?
A one-time price that never renews. Live runs need a paid plan and your own AI provider key; Dry Run is free.
Can I approve every confirmation?
Yes. Change “REVIEW EVERY CONFIRMATION: no” to “yes” in the brief step.
Is this a subscription?
No. Creative Brief Intake for Trello is a one-time purchase of $79 per workspace and never renews. The Enterprise plan includes it at no extra cost. Running it live needs a paid plan (from Basic ($39/mo)), and your AI provider bills you directly for usage.
Can I test it before it touches real data?
Yes. Once it's set up in your workspace, Dry Run plays every step on sample data with simulated AI and app calls: nothing is sent and nothing in your apps changes. Switch the trigger on only when you're happy.
Creative Brief Intake for Trello is almost ready.
Can't be bought yet: waiting for Trello approval. It opens for purchase on its own once approved. Create a free account now and you'll find it on your Agents page.