How to Integrate AI Meeting Summaries with Your CRM and Task Manager
Connect Sunoh.ai meeting notes to your CRM and project management tools to keep customer context fresh and turn every call into trackable tasks automatically.
Trello is a kanban-style project management tool from Atlassian. Boards hold lists, lists hold cards. Its AI feature drafts card text from a prompt, and Butler automates moves, due dates and checklists.
Think sticky notes on a whiteboard, digitized. Drag a card from “In progress” to “Done” and the board updates for everyone. Trello has been around since 2011, was acquired by Atlassian in 2017, and still counts a large chunk of small-team project work.
Its real differentiator isn’t AI — it’s the low learning curve. A new hire understands a board in about four minutes.
The AI piece is honestly modest compared with what Copilot or Notion AI do. Butler is the feature people actually renew for.
Yes. The free plan gives unlimited cards and 10 boards per workspace, with 10 attachments per file and 250 Butler command runs per month shared across the workspace. Standard is $5/user/month annually, Premium $10, Enterprise $17.50.
Watch out: the 10-board cap hits faster than expected once you add personal boards. And free workspaces get one Power-Up per board.
If you need dependencies, capacity planning or sprint velocity charts, Trello runs out of road around 15 people. Cross-team program management belongs in Asana, ClickUp or Jira. Also, boards get messy — there’s no strong enforcement of process, so discipline is on you.