ONBOARDING
Your onboarding workflow in Trello
Whether you're onboarding employees, clients, or customers for your product, Trello can help your team organize their pipeline, discuss to-dos, and handle email outreach – all in one workflow.
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![Done that fixed it logo]()
It just works. Now I can do everything from each Trello card.
– Scott Weaver, Done That Fixed It
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![Word Class Asia Icon]()
Perfect email solution for Trello users.
– Geraldine Lim, Word Class Asia
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Email for Trello is one of the best Trello Power-Ups out there. The premium version will allow you to pretty much customise the email exactly to your needs with automation, templates, custom address and your logo.
— Mike Day, Dreamsuite -
![Gert Vatt - Mobire]()
Unreplaceable tool.
– Gert Vatt, Mobire
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Email for Trello is a great way to receive requests and stay in touch with folks via email, without ever leaving Trello.
— Chris Marts, ABC Creative
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![Tim Kelly - Groundswell]()
Great customer support.
– Tim Kelly, Groundswell
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I’ve tested an awful lot of Trello Power-Ups over the years. But Email for Trello is one of the few that just blew my mind within minutes of using it!
— Scott Friesen, Simpletivity -
![Aimee Neff]()
The best email/Trello bridge I know of.
– Aimee Neff
Try Email for Trello for free
14-day full-access trial. No credit card required.
Streamline your onboarding in Trello
Tips and resources for customizing Trello into your perfect onboarding workflow.
Email for Trello features
Send emails in Trello
Welcome to your onboarding workflow
Connect a shared inbox (like onboarding@) to send and receive emails right from your Trello board.
Use lists to keep track of the stages in your workflow. For example, for employee onboarding:
Pre-Onboarding: Prepare signed candidates for their first day
Orientation: Welcome new hires and help them get settled
Training: Share important info about their role and team
Review: Set up regular performance reviews
Feedback: Invite feedback from employees on your process
Saved Replies
Save time with template emails
Use Saved Reply templates to manage your product onboarding journey, save team time, and reduce errors.
Your customer will get your templated email, automatically populated with the relevant details.
Reply with Trello automations
Automate your onboarding processes
Use Trello rules to automatically send out templated emails based on triggers. Less time spent typing means more time for meaningful work!
Variables
Build better relationships
Keep your emails personal by using variables to insert contact names, Trello content and Custom Fields into your emails. Each variable will be automatically populated with the relevant value when you hit send.
Custom reply-to address
Use your own email address
Send and receive emails in your dedicated onboarding inbox. You can receive emails to your own SendBoard subdomain (e.g. onboarding@example.sendboard.com) or choose to use your own email address.
Trello Custom Fields
Organize your onboarding data
Use Custom Fields to organize job details and classify candidates according to the criteria important to you. Insert Custom Fields into your emails, or extract details into Custom Fields to use elsewhere in Trello.
Manage your contacts
Manage contact details
Keep track of employees and save their details for future reference. It’s easy to create new contacts, add email addresses, and edit existing details – right within Trello.
Power-Up your onboarding processes
Set up video interviews with Whereby
Sync Trello with your Notion database
Attach contracts and docs Google Drive
Approve candidates with Card Approvals
Save time on HR with Process Templates
Try Email for Trello for free
14-day full-access trial. No credit card required.