Automated workflow and Email

[Helen Wright]

We're landlords and we're building an AI chatbot for tenant maintenance issues.  Many of them they tenant can fix themselves, and when this happens, the chatbot will talk them through it and report the results to a trello board.  When it remains unfixed however, teh bot will still report it to Trello and we're looking to see what automation can be done.  Ideally we would like to be able to assign it to an appropriate tradesman and have that automatically send an email to them with issue and desired date - we would then like the trademan to be able to confirm/set a date and accept the job.  This would change the status to accepted and we would like that to trigger an email to the tenants of that house to let them know it is being done.  Is this possible with teh powerups and automations?  There seem like lots of optons and I don't know what would be best.  We'd like the tenant email addresses to be held or upload from a google sheet or similar - trello would need to be able to identify the right people from the house (whidch we currently simply flag with a label.  All suggestions appreciated.

[milynnus]

@Helen Wright 

You can create an AI Agent with tools that can create Trello cards to be used with a chat bot.  
For example, you can build this Ai Agent with pydantic AI configured to have access to files (vector store) for FAQ, even code interpretation, and mcp servers for Trello so that with the right instructions it will open a card on the board.

However, you should use Trello automation for the downstream workflow.

I have, in fact, an AI Agent with access to an aircon services faq, and a cleaning company quotation (yes, they were used on client projects) and an custom Trello MCP server implemented with FastApiMCP. The same Agent can make use of MCP using Zapier Actions. I tried it with LeadConnector. 

You are right to say that there are many options. I would recommend that you keep simple - take advantage to Trello automation for the downstream workflow. 

[milynnus]

@Helen Wright 

On managing tenant contact details and also communication via email or text you can do it from within Trello using a power up. My realtor client has automated his communications with his sellers (later buyers) at different stages of the sales cycle.