The challenge
Planning next month meant, for each of 30 clients, connecting to their Klaviyo account, exporting Trello history, generating a plan in Claude, then copying every campaign into Trello one card at a time. More than 10 hours of manual work a month.
What we built
- A monthly schedule that runs once for each client, one after another.
- Pulls the last 90 days of Klaviyo results: send dates, subject lines, open and click rates, and revenue.
- Reads past campaign briefs from the client’s Trello board for messaging context.
- Claude plans the month with the client’s brand rules in hand and returns a structured calendar.
- One Trello card is created per campaign with its title and brief filled in, and the team is notified to review.
What stays human
The team reviews every card before any copy is written, and can override the plan for any special promotion.
Tools used
KlaviyoTrelloZapierClaude AI