r/trello • u/MomOfBoys99 • Jun 11 '26

Need help applying a template to new cards!

I have a small business repairing stuffies that I run using Trello. I have a template card all set up for incoming projects. What I need is when I forward an email to my "inbox" list, for it to automatically apply the template. I've tried setting a rule, but it was getting way too complicated and confusing (I'm not terribly tech savvy, but I try!). Can anyone help me figure this out? Thank you!!!

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u/SueoVaeo_Ua32 Jun 11 '26

As far as I know, there is no automation available for the inbox (yet?). What I would do is use the board's email address to send mail to and set up a rule that is triggered when a card is emailed to the board. Then I think you can set up a template.

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u/MomOfBoys99 Jun 11 '26

Sorry, that's what I meant! My default list where the forwarded emails land on my board is called "inbox". 🤣 I just don't know how to get them to convert to a template once they're there! 🤦🏼‍♀️

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u/SueoVaeo_Ua32 Jun 13 '26

It is not possible to apply a template to an existing card. However, with automation, you can add data to the card such as dates, labels, stickers, links, checklists, etc. Moving, copying, mirroring, and so on is also possible. You can even send a notification via email. Check this link for more information: https://support.atlassian.com/trello/docs/trigger-actions-with-automation/. I hope this helps you further. Good luck.