Trello Automation Query - send email with description snippet

[Alex Figgett]

Hello Community,

Hope you’re well?

I have been asked internally if the below query is possible:

Scenario – User wants to press a button that sends a snippet of the Trello card description (based within two set values) in an email to an email address in the “SalespersonEmail” custom field

I know we can send emails to the salesperson address in the custom field through the use of a button but I’m not sure how we could capture everything inside the two set values from the description to add to the email body.

Please could you confirm if this is possible?

[Daydreamer Mike]

Hi @Alex Figgett 

You can do this using Trello automation and regex (an undocumented but amazingly powerful addition to Trello). It's a little advanced but I'll try and make it step by step.

I'll give an example:

1. I start by getting all of the card description and getting the markdown version by clicking the Markdown button

This is a paste of the markdown above:

### Customer Profile



Customer is a cookie shop in downtown who wants a solution to manage their orders more effectively 

### Next Steps 



Reach out with an email to summarize their painpoints and how you can help

I want automation to only extract the text:

Customer is a cookie shop in downtown who wants a solution to manage their orders more effectively

and

Reach out with an email to summarize their painpoints and how you can help

2. I create the regex you can find here:

https://regex101.com/r/4EEQGG/1 

3. It'll look like this in Trello automation

when a card with a description containing "regex:/### Customer Profile\s\s(.*)\s\s### Next Steps\s\s(.*)/" is added to list "Email out", send an email notification to "{{%Email Address}}" with subject "Check out the new customer - {{%Customer}}" and message "Hello sales team, we have a new customer {{%Customer}}. \n\nThey are a {wildcard1}. \n\nYou should {wildcard2}\n\nThanks"

The resulting email looks like this: