Support Automation #3335: Dunning Management with Trello + Google Sheets + Asana

Problem

Agents switch between Trello and Google Sheets to complete dunning management, which slows resolution and fragments ticket history.

Connecting the tools keeps customer context in one thread.

Workflow

Trello ticket event → classify/priority rules → update Google Sheets → ping channel in Asana.

Tools Used

• Trello
• Google Sheets
• Asana

Setup Steps

1. Create credentials for Trello, Google Sheets, Asana in your orchestration platform.
2. Define the dunning management trigger in Trello.
3. Map required fields from Trello to Google Sheets.
4. Add error handling appropriate for a Hard workflow.
5. Run a test payload, then enable production execution (~48 min typical setup in our dataset).

Expected Outcome

• A repeatable dunning management path for support teams.
• Less context switching between Trello and Google Sheets.
• Easier hand-offs for the next ops owner.

Benefits & ROI

• Library metadata: Medium ROI tier · Hard difficulty · ~48 min setup estimate.
• Reduces manual dunning management steps between Trello, Google Sheets, Asana.
• Provides a baseline you can extend with approvals, logging, or QA gates.

Variations

• Batch non-urgent dunning management runs on a schedule instead of realtime.
• Archive raw payloads to a datastore for audit.

Troubleshooting

• Compare field types between source and destination mappings.
• Inspect execution logs for HTTP 429 rate-limit responses.
• Run a single test record before bulk backfill.