Setting up Trello as a Source
Setting up Trello as a source allows Guru to access your project management data to power AI-generated answers. This article walks you through connecting your Trello boards to Guru, helping your team surface insights about tasks, track project progress, and improve collaboration through centralized, AI-enhanced knowledge sharing.
Access RequiredGuru Access: You need to be an Admin, Source Creator, or relevant custom role to set up Sources
Trello Access: You need to have Admin access in Trello to connect as a Source.
Setting up Trello as a Source
- In Guru, go to Manage.
- Select Sources, then click Add Source.
- Choose Trello from the list of integrations.
- When prompted with how you'd like to authenticate, select Use my credentials.
- (Optional) Filter your ticket data by date to narrow the scope of what is synced to Guru.
- Authenticate using your credentials.
- Add a display name for the Source (optional) and click Connect Source.
- Assign which Guru Groups should have access to this content.
Objects synced from Trello
Primary objects are the objects used to generate the search record.
| Trello Category | Common Model / What You'll See During Setup | Objects/Data Brought In | Key Fields |
|---|---|---|---|
| Cards | Primary Object: Ticket | Card items with details | ā¢ Name ā¢ Description ā¢ Status ā¢ Due date ā¢ Creator ā¢ Assignees ā¢ Collections ā¢ Tags ā¢ Ticket URL ā¢ Remote created at ā¢ Remote updated at ā¢ Remote ID ā¢ Remote data |
| Cards | Attachment | File attachments on cards | ā¢ File name ā¢ File URL ā¢ Content type ā¢ Ticket ā¢ Uploaded by ā¢ Remote created at ā¢ Remote ID ā¢ Remote data |
| Cards | Ticket | New card creation | ā¢ Assignees ā¢ Collections ā¢ Description ā¢ Due date ā¢ Name ā¢ Remote created at ā¢ Remote ID ā¢ Remote updated at ā¢ Status ā¢ Tags |
| Comments | Comment | Comments/actions on cards | ā¢ Body ā¢ User ā¢ Ticket ā¢ Remote created at ā¢ Remote ID ā¢ Remote data |
| Comments | Comment | New comment creation | ā¢ Body ā¢ Remote created at ā¢ Remote ID ā¢ Ticket ā¢ User |
| Boards | Collection | Boards and lists | ā¢ Name ā¢ Description ā¢ Access level ā¢ Collection type ā¢ Parent collection ā¢ Remote ID ā¢ Remote data |
| Members | Role | User roles | ā¢ Name |
| Organizations | Team | Trello workspaces/organizations | ā¢ Name ā¢ Description ā¢ Remote ID ā¢ Remote data |
Permissions
- When you connect Trello as a source in Guru, you'll permission that content in Guru. Learn more here.
- If someone is not provided with access in Guru to this source, they will not see Trello results in searches or when chatting with Guru.
Updated 4 months ago
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