FREE CONSULTATION

Trello Dashboard & Meeting Management Automation

CENTRALIZED MEETING TRACKER & EXECUTION SYSTEM

Built a centralized Trello + Excel analytics system that turned scattered meeting notes and missed follow-ups into a clear, actionable workflow.

This system gave the leadership team instant visibility, ensured tasks were never forgotten, and cut post-meeting delays by over 60%.

Role: Workflow Systems Designer
Tools Used: Trello, Excel, Automation Rules

The Problem

Before this build, meetings were happening… but the outcomes weren’t sticking.

  • Notes lived in different inboxes, follow-ups relied on memory, and there was no single view of what was pending, done, or delayed.
  • No accountability, No decisions taken, No transparency, Tasks slipped.
  • Executive spend 10hours each week chasing updates, clarifying next steps, and following up on missed deliverables.

The Fix

I created a single source of truth inside Trello paired with a live Excel dashboard where every meeting flows through the same, repeatable process:

  1. Capture & Categorize

    • Log meeting title, date, attendees, agenda, and decisions made.

    • Tag each with a clear status: Pending, Completed, Rescheduled, Cancelled.

  2. Assign & Track

    • Turn decisions into actionable Trello tasks with owners, deadlines, and reminders.

    • Automations nudge assignees before due dates.

  3. See the Bigger Picture

    • Excel dashboard updates automatically with total meetings, status breakdown, and pending actions.

    • Charts highlight trends like which months have the most reschedules or bottlenecks.

The Automation Edge

  • Status changes in Trello instantly reflect on the dashboard.

  • Reschedules trigger alerts so nothing falls through the cracks.

  • Monthly metrics track consistency and reveal improvement opportunities.

The Wins

  • 60% faster follow-up execution.

  • 95%+ of assigned tasks completed on time.

  • Leaders make quicker decisions with real-time data.

  • No more hunting through emails or chats for “what’s next.”

  • A process that runs even when the founder’s not looking over anyone’s shoulder.

  • Saved 10+hours weekly to focus on what matters.