Managed
Dashboard-managed connection
Recommended route
What it does
When a completed call needs follow-up, First AI Employee creates one card with the caller and call summary.
Before you start
Connect Trello, then choose the board and list for follow-up cards.
What it does not do
This is a one-way completed-call workflow. It does not make broader changes in the provider account, and authorization remains on your own account.
Set it up
- Sign in to First AI Employee and open Integrations.
- Choose Trello, then approve access in the provider’s own authorization screen.
- Connect Trello, then choose the board and list for follow-up cards.
- Save the destination. Complete one non-production call and confirm the expected record in the provider.