Sync 
Zoom Meeting Notes to 
Trello Automatically
How it works HOW IT WORKS
How Convo connects Zoom to Trello
With Convo, your Zoom conversations flow automatically into Trello via your preferred automation platform. Transcripts, action items, decisions—all organized and synced the moment your call ends.
Zoom audio is transcribed and summarized automatically
Connect Convo to Trello using Zapier, Make or IFTTT to send call notes automatically.
Choose which fields — summaries, action items, transcripts — flow to Trello
Choose what data flows to Trello
Pick exactly what you need — send everything or just specific fields.
What you can do with Zoom + Trello
Convert talk into tasks
Someone says "we need to..." on Zoom—it becomes a Trello task with assignee and due date automatically.
Update sprint status
Standup mentions from Zoom calls update task status in Trello boards without manual clicking.
Link related discussions
When Zoom meetings reference specific Trello tasks, Convo creates bidirectional links for context.
Track blockers and dependencies
"Blocked by..." or "waiting on..." phrases trigger Trello dependency flags automatically.
FAQ
Common questions
How does Convo access my Zoom calls?
Convo runs locally on your computer, capturing Zoom system audio. It never joins as a visible bot—other participants don't see it. Audio processes on your device before syncing to Trello.
Will other people on the Zoom call know I'm using this?
No. Unlike Fireflies or Otter, Convo doesn't add a "recording bot" to your Zoom call. It's completely invisible. Only you know it's running.
How does the data actually get to Trello?
Convo connects to Trello through automation platforms — Zapier, Make, or IFTTT. After your Zoom meeting, Convo triggers your configured automation, which sends the data you've chosen (transcripts, summaries, action items) to Trello. Set it up once, then it runs automatically. Developers can also use Convo's REST API directly — see docs.itsconvo.com for details.
How does Convo know who to assign tasks to in Trello?
It listens for "John will..." or "@Sarah can you..." on Zoom and maps names to Trello user accounts. You can review assignments before they're created.
Can it update existing Trello tasks or only create new ones?
Both. If a Zoom discussion references a Trello task ID or name, Convo updates that task. Otherwise, it creates new tasks with proper linking.
What happens if the AI misinterprets a task on Zoom?
You get a review screen before Trello sync. Edit the task, change assignees, adjust due dates. Over time, corrections train Convo to be more accurate for your team.
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