Automate Trello with Ottermation by Speak Toomey

Trello is a digital Kanban board: each column is a step (Lead, Quote Sent, Client, etc.) and each card is a customer. or client You drag a card to the next column when that step is complete. Paired with a few simple automations, Trello can fill in custom fields, send documents, and update teammates the moment you move a card—no complicated software or coding required.

Pain Points
How We Help
Real Impact
Tech Stack

Pain Points

Getting from first inquiry to signed contract usually means manual emails and file hunting:

You type the same quote message over and over.
Contracts go out as separate attachments.
No central place to see where every customer stands.

How We Can Help

We set up one board and teach it to handle the routine:

Auto populate: From smart forms like Tally. Custom fields for name, email, and other important info.
Move to “Documents Sent.”A branded quote PDF generates and emails itself to the prospect.
Auto move to “Awaiting Signature. DocuSign contract goes out and a due-date reminder is added.
Move to “Client.”: Auto send a welcome-packet and creates a Google Drive record.d Sl
All powered by Trello rules and a few behind-the-scenes automations we build for you.ack pings #onboarding.