Yelp to Trello, campaign cards your team can run
Lead research gets messy fast. One person screenshots Yelp, another pastes half-baked notes into a doc, and suddenly your “campaign plan” is five tabs, three opinions, and zero consistency.
This is where Yelp Trello cards automation helps. Marketing managers trying to launch local offers feel it first, but agency owners and solo consultants end up in the same grind when they’re building lists and briefing a team.
This workflow turns a Yelp search into a clean Trello campaign card with an OpenAI-written summary, so your team gets something they can actually run with. You’ll see what it does, what you need, and where teams usually trip up.
How This Automation Works
See how this solves the problem:
n8n Workflow Template: Yelp to Trello, campaign cards your team can run
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n5["<div style='background:#f5f5f5;padding:10px;border-radius:8px;display:inline-block;border:1px solid #e0e0e0'><img src='https://flowpast.com/wp-content/uploads/n8n-workflow-icons/trello.svg' width='40' height='40' /></div><br/>📋 Trello Campaign Card"]
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n8@{ icon: "mdi:robot", form: "rounded", label: "📝 Structure Scrape JSON", pos: "b", h: 48 }
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The Challenge: Turning Yelp research into usable campaigns
Finding leads on Yelp is easy. Turning that raw browsing into something your team can execute is the part that quietly burns your week. You open a Yelp search, skim a bunch of listings, copy a few details, then try to write a decent campaign brief from memory. Next day, you repeat it, but the notes look different, the quality varies by who did the research, and the “why this lead matters” context gets lost. And honestly, the worst part is switching between tools and trying to make it feel organized after the fact.
It adds up fast. Here’s where it breaks down when you keep doing it manually.
- People copy different fields from Yelp each time, so your team can’t compare leads consistently.
- Campaign context lives in someone’s head (or in DMs), which means the Trello card is basically just a link.
- Manual research takes long enough that you “batch it later,” and then it never really happens.
- When you do scale, the errors show up in outreach fast, like wrong categories, wrong location assumptions, or mismatched messaging.
The Fix: Yelp searches into Trello campaign cards (with AI summaries)
This n8n workflow gives you a repeatable way to turn a Yelp search into a campaign-ready Trello card. You start by launching the workflow and providing (or selecting) a Yelp search URL that represents the market you’re targeting, like “plumbers in Austin” or “wedding photographers near Brooklyn.” The automation pulls the relevant page data through a scraper tool, then structures the scrape into clean JSON so it’s not just a blob of text. From there, an AI agent uses an OpenAI chat model to summarize what matters for a campaign: what the business is, what the positioning feels like, and what angle your outreach should take. Finally, it creates a Trello card so your team has a single place to review, assign, and execute.
The workflow begins with a manual trigger and a defined Yelp URL. Next, the scrape is cleaned and interpreted with OpenAI so the output is consistent. Then Trello becomes the handoff point, which means research turns into action instead of sitting in notes.
What Changes: Before vs. After
| What This Eliminates | Impact You’ll See |
|---|---|
|
|
Real-World Impact
Say you build 20 local campaigns a week. Manually, a “quick Yelp pass” is usually 10 minutes to find the right search, grab a few details, write a usable summary, and create a Trello card. That’s about 200 minutes a week, and it’s rarely consistent. With this workflow, launching the run and dropping in the Yelp search URL takes about a minute, then the scrape and OpenAI summary happen in the background before the Trello card is created. You get back roughly 3 hours weekly, and the handoff is cleaner.
Requirements
- n8n instance (try n8n Cloud free)
- Self-hosting option if you prefer (Hostinger works well)
- Trello for creating and assigning campaign cards
- OpenAI to generate consistent lead summaries
- MCP scraper tool (community node) (requires self-hosted n8n; install via n8n community nodes)
Skill level: Intermediate. You won’t write code, but you will connect credentials, install a community node on self-hosted n8n, and test a few runs.
Need help implementing this? Talk to an automation expert (free 15-minute consultation).
The Workflow Flow
Manual launch with a Yelp search URL. You kick it off when you’re ready, which is useful for targeted list-building sprints (not an always-on crawler).
Scrape and structure the page data. The workflow uses a scraper tool, then converts the messy scrape into structured fields so the next steps don’t hallucinate or guess.
Generate a campaign-ready summary with OpenAI. An AI agent reads the structured results and produces a consistent brief your team can act on, like positioning notes and suggested angles.
Create the Trello campaign card. The final output is a new card in the right list, ready to assign, comment on, and track like any other campaign work.
You can easily modify the Yelp search inputs to target a new region or niche based on your needs. See the full implementation guide below for customization options.
Step-by-Step Implementation Guide
Step 1: Configure the Manual Trigger
This workflow starts manually so you can control when the Yelp sentiment scan runs.
- Add the 🔘 Manual Launch Trigger node as the workflow trigger.
- Connect 🔘 Manual Launch Trigger to 🌐 Define Yelp Search URL.
Step 2: Connect the Yelp Search Data Source
Define the Yelp URL that the agent will scrape for weather-related sentiment.
- Open 🌐 Define Yelp Search URL and add a new assignment.
- Set Name to
URL. - Set Value to
https://www.yelp.com/search?find_desc=weather&find_loc=Los+Angeles%2C+CA%2C+United+States. - Verify the connection from 🌐 Define Yelp Search URL to 🤖 Yelp Weather Campaign Agent.
Step 3: Set Up the AI Agent and Supporting Tools
The agent scrapes Yelp, analyzes sentiment, and formats campaign suggestions using connected AI tools and parsers.
- Open 🤖 Yelp Weather Campaign Agent and confirm the prompt includes the URL reference
{{ $json.URL }}and sentiment instructions. - Ensure 💬 Language Model Core is connected as the language model for 🤖 Yelp Weather Campaign Agent. Credential Required: Connect your openAiApi credentials.
- Confirm 🌐 MCP Scraper Tool is connected as the agent tool and set Tool Name to
scrape_as_markdown. - In 🌐 MCP Scraper Tool, set Tool Parameters to
={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Tool_Parameters', ``, 'json') }}. Credential Required: Connect your mcpClientApi credentials. - Verify 📝 Structure Scrape JSON is connected to Auto-Repair Output Parser and that Auto-Repair Output Parser is connected to 🤖 Yelp Weather Campaign Agent.
- Ensure Chat Model Engine is connected as the language model for Auto-Repair Output Parser. Credential Required: Connect your openAiApi credentials.
Step 4: Configure the Trello Output
Create Trello cards from the agent’s structured campaign output.
- Open 📋 Trello Campaign Card and set Name to
Campaign. - Set Description to
=Campaign for weather in los Angeles: Title : {{ $json.output[0].trello_card.title }} Location : {{ $json.output[0].location }} Description: {{ $json.output[0].trello_card.description }}. - Connect 🤖 Yelp Weather Campaign Agent to 📋 Trello Campaign Card.
- Credential Required: Connect your Trello credentials in 📋 Trello Campaign Card (no credentials are currently configured).
Step 5: Test and Activate Your Workflow
Run a manual test to confirm the Yelp scrape, sentiment analysis, and Trello card creation.
- Click Execute Workflow to trigger 🔘 Manual Launch Trigger.
- Verify that 🌐 Define Yelp Search URL outputs a
URLfield and that 🤖 Yelp Weather Campaign Agent returns structured output. - Confirm a new card appears in Trello from 📋 Trello Campaign Card with the generated title and description.
- When satisfied, toggle the workflow to Active for production use.
Watch Out For
- Trello credentials can expire or lack board permissions. If cards stop being created, check the Trello token access to the specific board and list first.
- If you’re using Wait nodes or external scraping, processing times vary. Bump up the wait duration if downstream nodes fail on empty responses.
- Default prompts in AI nodes are generic. Add your brand voice early or you’ll be editing outputs forever.
Common Questions
If you’re already self-hosting n8n and have Trello + OpenAI ready, plan on about an hour.
Yes, but you’ll want someone comfortable with connecting credentials and installing an n8n community node. After that, it’s mostly copy, paste, and testing a few runs.
Yes. n8n has a free self-hosted option and a free trial on n8n Cloud. Cloud plans start at $20/month for higher volume. You’ll also need to factor in OpenAI API usage costs, which are usually a few cents per run depending on the size of the scrape.
Two options: n8n Cloud (managed, easiest setup) or self-hosting on a VPS. For self-hosting, Hostinger VPS is affordable and handles n8n well. Self-hosting gives you unlimited executions but requires basic server management.
Start by changing the “Define Yelp Search URL” node to match your niche and location. If you want different fields on the Trello card, adjust what the “Trello Campaign Card” node writes into the title, description, labels, and custom fields. Common tweaks include adding a “do-not-contact” rule, forcing a specific campaign angle in the AI prompt, or writing the same summary to Google Sheets for reporting.
Usually it’s permissions. The token might be valid, but it doesn’t have access to the board or the specific workspace you’re writing to, so n8n can’t create the card. It can also happen if the list ID changed, like when someone archived a list and recreated it. Update the credentials in n8n, then reselect the board and list inside the Trello node to be safe.
On a typical small VPS, teams run dozens of cards per hour without issues.
Often, yes, because this relies on scraping and structured AI outputs, which can get awkward (and expensive) in simpler “trigger-action” tools. n8n also lets you self-host, so you can run as many executions as your server can handle without paying per task. Another advantage is control: you can add an output parser to keep formatting clean, and you can branch logic when Yelp pages vary. Zapier or Make can still be fine if you already have a scraper output in a webhook and only need to create a Trello card. Talk to an automation expert if you want a quick recommendation for your exact setup.
Once this is in place, your “research” stops being a messy activity and turns into a board your team can execute from. Set it up, tune the summary once, and keep moving.
Need Help Setting This Up?
Our automation experts can build and customize this workflow for your specific needs. Free 15-minute consultation—no commitment required.