Automation: Excel, Trello, and Teamweek

Automation: Excel, Trello, and Teamweek

Earlier this summer, we were approached by a company about automating a very tedious process they had to deal with on a weekly basis. IDP LLC is based in Las Vegas, Nevada, and their focus is in building custom cabinetry for homeowners across the valley.

With each new project, they have a rather large Excel spreadsheet that contains all the information needed to go from a design, to a fully built and beautiful custom cabinetry installation. This spreadsheet is vital to determining what resources will be used in the project, what tasks need to be completed, and how long each task will take.

Who enjoys copying data over and over from spreadsheets?! No one? That’s what we thought!

Who enjoys copying data over and over from spreadsheets?! No one? That’s what we thought!

The Problem

Like many companies, IDP uses multiple project management software tools. In their case, they use Trello to track and notate how individual tasks are progressing, and Teamweek to ensure accountability and timely delivery. Each of these tools are great and fulfill their purposes, but there was just ONE problem. It would take hours to populate both Trello and Teamweek with each task from their large Excel spreadsheets, and the poor person responsible for this migration was prone to making small human errors in copying tasks over!

The Solution

Our focus was on reducing the amount of manual labor involved in the process, so we could not only cut down on the precious time one would spend populating the two tools, but also eliminate human error and frustration. Let’s face it… nobody enjoys a tedious task like this week in and week out.

We decided to use a tool that IDP would be familiar with, Google Sheets. Using Google Sheets would allow them to continue their use of a spreadsheet, while also exposing the spreadsheet to the web.

Both Teamweek and Trello have API integrations available to developers publicly. These APIs allow us to hook up our Google Spreadsheet directly to IDP’s Trello boards and Teamweek accounts. With these APIs available, all we needed to do was create a script that would communicate with each tool, sending the spreadsheet tasks to each one, with the click of a button!

Within a matter of days, we had a working automation! IDP simply hits two buttons on their spreadsheet, and all of their tasks and deadlines are sent straight into Trello and Teamweek in a matter of seconds - saving HOURS of time and frustration!

The completed integration. These two/three buttons save HOURS of time.

The completed integration. These two/three buttons save HOURS of time.

In Their words…

“I had been looking for a resolution to integrate two applications.  After being turned down by others who showed no interest, Vertitrev was a breath of fresh air!   They were very interested in my needs and communicated clearly to make sure they were met. They delivered an end product that works just as I had hoped for in a timely manner within the predetermined budget. This integration will be a huge time-saver for us that not only reduces a tedious task to a simple process but also saves us money as well!  Our affected employees no longer dread having to setup a new job, it is now a simple process!  I would highly recommend them!”

Hance

IDP, LLC

Final Remarks

Integrations and automations like these may cost your company upfront, but the dimes you spend on task automation always will translate into dollars saved in labor costs, quality assurance costs, and even employee morale. If you or your company is dealing with tedious manual tasks that are repetitive and mundane, don’t hesitate to reach out!

Let’s automate together!

Creating Android and iOS apps... in half the time

Creating Android and iOS apps... in half the time