Butler to create reports and then email them
Asked by Mac Earle:

I need butler to create a report for me every Monday containging all cards assigned to me that have due dates this week. I then need that report to be emailed to me. My board has 67 members on it and I want everyone on the board to be emailed with their respective cards.


Answers:
author: Iain Dooley
body: [@Mac Earle](/t5/user/viewprofilepage/user-id/3504104) I think the problem with this is that the "me" in the report doesn't get treated in context, so when you say email all members of the board, the report variable is already created.

Something like this in Trellinator will do what you need -- note that you need an Email Map list where the card name is member name and their email address is in the description:

<https://gist.github.com/iaindooley/6519efe96ab9741ef4421161856a2a2e>

You can read more about Trellinator here:

<https://community.atlassian.com/t5/Marketplace-Apps-Integrations/Introducing-Trellinator-Automate-Trello-with-Google-Apps-Script/ba-p/925271>

comments: author: Mac Earle
body: Got it. I figure out how to do it individually.


author: Emily Clark
body: Is there a way to do this without the calendar function? For example, I want to add a button to my card so when I click it, it sends a list of the checklist items that still need to be completed on that card. I don't want it to go out on a scheduled date; I want it to go out when I need it to.

comments: author: Jireh
body: Yes, you can do that with card buttons. You can set up the card button to send an email with the checklist information using the variable {cardcheckliststate}. You can look at other available variables to send in the email here: <https://help.trello.com/article/1157-variables>.

Let me know if you need me to clarify anything.


author: Emily Clark
body: Awesome! Is there a way for it to only list the items that are NOT complete?


author: Jireh
body: Hi Mac,

Fortunately, Butler can do exactly that! For a quick how-to, refer to Butler's "Create a Report" functionality: <https://help.trello.com/article/1192-creating-reports-with-butler>

comments: author: Mac Earle
body: [@Jireh](/t5/user/viewprofilepage/user-id/1442797) I cannot figure out how to connect the two. My problem is the "and". I can create the report, and I can send the email but I cannot create the report then send the email.


author: Jireh
body: You can connect the report and the email by using the {$report} variable within the same command. Here is a screenshot showing what to do.![Screen Shot 2019-10-24 at 3.27.53 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/70539i75C61E63A4080EE7/image-size/large?v=v2&px=999 "Screen Shot 2019-10-24 at 3.27.53 PM.png")

Does that make sense? Please let me know if I should clarify further.


author: Mac Earle
body: I need this to work for all 67 members on my board. So every Monday, they should get an email with all of the cards they are assigned to that are due in less than 7 days.

I feel like we are almost there. Thank you for your help so far!


author: Jireh
body: Unfortunately, I don't think there is a functionality to do this in one rule. What I can suggest is that every member create this rule for themselves, so each member will have an identical rule, but the email to send to will be their own.

I hope that's an adequate solution for your problem.


Tags: automation

butler

due-date

report