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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.

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Access Required

Guru 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

  1. In Guru, go to Manage.
  2. Select Sources, then click Add Source.
  3. Choose Trello from the list of integrations.
  4. When prompted with how you'd like to authenticate, select Use my credentials.
  5. (Optional) Filter your ticket data by date to narrow the scope of what is synced to Guru.
  6. Authenticate using your credentials.
  7. Add a display name for the Source (optional) and click Connect Source.
  8. 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 CategoryCommon Model / What You'll See During SetupObjects/Data Brought InKey Fields
CardsPrimary Object: TicketCard items with details• Name • Description • Status • Due date • Creator • Assignees • Collections • Tags • Ticket URL • Remote created at • Remote updated at • Remote ID • Remote data
CardsAttachmentFile attachments on cards• File name • File URL • Content type • Ticket • Uploaded by • Remote created at • Remote ID • Remote data
CardsTicketNew card creation• Assignees • Collections • Description • Due date • Name • Remote created at • Remote ID • Remote updated at • Status • Tags
CommentsCommentComments/actions on cards• Body • User • Ticket • Remote created at • Remote ID • Remote data
CommentsCommentNew comment creation• Body • Remote created at • Remote ID • Ticket • User
BoardsCollectionBoards and lists• Name • Description • Access level • Collection type • Parent collection • Remote ID • Remote data
MembersRoleUser roles• Name
OrganizationsTeamTrello workspaces/organizations• Name • Description • Remote ID • 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 about 1 month ago