Context
Brokers and coordinators wanted Trello’s speed for deal tracking, but milestones, documents, and partner updates needed to connect to internal tools without copy-paste drift.
Approach
We built automations and service hooks that respect Trello as the cockpit while pushing canonical updates to the right downstream systems. Permissions and card models were kept intentionally boring, reliable over clever.
Outcomes
Less duplicate status reporting, cleaner handoffs between roles, and boards that reflect reality close enough to trust for daily operations.
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