Logistics & IT
Slack Forms as a Trello Workflow
Challenge
At a manufacturer, transport orders for the shipping department and IT issues arrived by word of mouth, chat and email. Nothing was captured consistently, follow-up questions were the norm and nobody had an overview of what was still open.
Solution
We built two automations that turn Slack forms directly into Trello cards: one for export and domestic transport orders of the shipping department, and one as an IT support ticket system with urgency categories, sequential ticket IDs, screenshot upload and email notifications.
Result
Every order and every ticket lands structured and complete in the right board. Both services run as Windows services with deployment documentation, so the internal IT team can operate them without us.
Starting point
The shipping department received transport orders from various departments, each in its own format. IT got issue reports in the hallway, via chat or by mail, often without a screenshot and without any indication of urgency. In both cases the same friction arose: asking back, retyping, prioritising, forgetting nothing. Slack was already in use, and so was Trello. The gap was in between.
Transport orders for the shipping department
Employees fill in a Slack form for export or domestic transports. The automation creates a Trello card in the shipping board from it, with a formatted description, populated custom fields and attached documents. The shipping team keeps working in its familiar board but receives orders complete and consistent.
The service runs as a Windows service on an existing server. Deployment and quick-start documentation are part of the delivery so that restart, update and configuration are possible without a developer.
IT support ticket system
The second automation follows the same pattern but goes further. A Slack form creates a ticket in the IT board, categorised by urgency and carrying a sequential ID in the format [T-XXXX]. Screenshots can be uploaded directly. The affected person and the IT team are notified by email, with duplicate notifications deduplicated. Cards that sit too long are automatically moved to a dedicated list so nothing silently goes stale.
Why it works
Both automations use tools that were already in the company. Nobody had to learn a new system. The gain lies in structure: mandatory form fields, fixed categories, unique IDs and one place where status is visible. This is process automation that can be introduced in days rather than months.