All templates

Automated Nozbe and Trello Task Reconciliation

Every Monday, WebRun reads every active task in your Nozbe projects, compares it against the cards on your team's shared Trello board, flags anything missing from one side or the other, and drafts a WhatsApp note to that task's owner for each gap found.

Runs on WebRun · Strict Lockdown policy
Every Monday at 9:00 AM WebRunorchestrates each step
1 Nozbe read project tasks and their status
2 Trello compare against the shared board
3 WhatsApp draft a note about the gaps
In short

How do I reconcile Nozbe tasks with a shared Trello board?

Every Monday, WebRun reads every active task in your Nozbe projects and compares it against the cards on your team's shared Trello board. Any task missing from one side or the other gets flagged, and WebRun drafts a short WhatsApp note to that task's owner, left unsent for you to review and send.

  • Tasks tracked on only one side get caught every Monday
  • Owners get a specific note instead of a generic mismatch report
  • Nothing is added, removed, or sent without a human decision

Built for small teams · freelancers · operations leads · cross tool teams

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens app.nozbe.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Nozbe - read project tasks and their status
    nozbe.com
    WebRun in Nozbe: read project tasks and their status
    WebRun opens Nozbe to read project tasks and their status.
    • Open each active project
    • Read every task with its status and assignee
    • Capture the full task list for comparison

    Done when Every active Nozbe task is listed with its status and assignee.

  3. 2
    Trello - compare against the shared board
    trello.com
    WebRun in Trello: compare against the shared board
    WebRun opens Trello to compare against the shared board.
    • Open the shared team board
    • Compare its cards against the Nozbe task list
    • Flag tasks present in one but missing from the other

    Done when Every Nozbe task has been checked against the Trello board and gaps are flagged.

  4. 3
    WhatsApp - draft a note about the gaps
    whatsapp.com
    WebRun in WhatsApp: draft a note about the gaps
    WebRun opens WhatsApp to draft a note about the gaps.
    • Draft a note for each gap naming the task and which side it's missing from
    • Address the note to the task's owner
    • Leave every draft unsent. WebRun never sends a WhatsApp message on its own

    Done when A ready-to-send gap note draft exists for every mismatch found.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.nozbe.com
ScheduleRuns automatically on this cadence
Every Monday at 9:00 AM
DeliveryHow each run's result reaches you
Reconciliation list · WhatsApp draft
OutputWhat each run produces - A list of tasks missing from either Nozbe or the shared Trello board, with a drafted note per gap.
Text
Setup & safety

Secure by default

Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Does it add or delete tasks on either side?

No. It only compares the two lists and reports what's missing. Adding or removing a task is left to you.

Does it message the whole team?

No. It drafts one note per gap addressed to that task's owner, and every draft stays unsent until you review it.

How does it match a Nozbe task to a Trello card?

It compares task and card titles between the two. Close but not exact matches are left for you to confirm.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.