Last week, I showed you how to create your Trello board and make an amazing Editorial Calendar out of it.

You learned how to add a calendar add-on and schedule your Instagram posts, like a pro!

Today I’ll teach you how to add another list to your Editorial Calendar and automate Facebook. Just so you don’t have to go and add each post to the queue again, after you’ve just planned your drafts.

Let’s go!

Missed last week’s post? Read it here

Facebook

I’m assuming you have already created accounts on Trello, Zapier and Buffer. If not, please go and do it now.
Then don’t forget to download my Trello Board I prepared specially for you!

So let’s be honest, we spend a lot of time on Facebook. And surely we’d love to share valuable content and drive more people to our page. But who has time to find posts, write drafts, then schedule them for weeks in advance? (I know I don’t!).

Although I don’t have time for scheduling, I had to find time for actual planning and preparing – that’s the only PRO way of doing it, unfortunately. That is also the only way of making sure it all makes sense and follows your monthly theme (if you use one).

So today, I present you with my brilliant way of automating your Facebook and Twitter posts by connecting it with your Editorial PRO Calendar on Trello.

How this will work

You will add your Facebook or Twitter posts drafts into your calendar on Trello, set up the deadline and choose the image to share. That’s it!
Yes, I didn’t miss anything. That is it. You won’t have to go and schedule this post again. Zapier is going to do it all for you!

I did the same with Instagram last week, using the same Editorial Calendar. Read it here.

1. Trello board.

You can either create your own Trello board, or better yet – download the one I prepared for you by signing up below! Just make a copy for your own use. (try not to edit the existing one – everyone will see those changes!).
If you’re creating your own: make sure to enable the images covers on the board, so it’s easier for you to see all posts.

Creating your own Trello board? Do this:
    1. Create listsYou want to create as many lists as you need: each list will be a separate channel, for example: Facebook, Instagram, Twitter, Pinterest, Blog posts, Newsletters, etc.
    2. Now enable the Calendar-add on, and you’re all set.
    3. Create cardsFor you to be able to create Zaps in Zapier, you need to have a sample card it will use to set it up. So create at least one card for each of the lists.

Preferably, you want to create a proper post draft, so you can let it be scheduled when it’s setup and see if everything works properly.

So write a caption in the card description (insert hashtags there as well), pick a Due Date (the time you want it scheduled) and drag the image you want to share into the card.

2. Zapier

Ready for the magic? Let’s get started!

Step 1: Trello

 

1. Hit the Make a Zap button.

2. Choose Trello from the list.

3. Connect your Trello, and test it using the Test button.

3. Choose the New activity option – then choose the Attachment Added to Card.

4. Choose your board – This will be your Editorial Calendar board you’ve just created.

5. Choose a List – since we’re setting Facebook, chose this one.

6. Card – set it as Any card (it should be set like that automatically, so just don’t touch it).

7. Hit Continue, then click Fetch & Continue (Zapier will now get the info from the card you’ve created).

After it did that, there should be a success message. If there’s an error message then follow the Zapier’s instructions (you must’ve set something wrong before, or you might’ve not created a card in the chosen list. Go back and check.).

8. Hit Continue. We’re done with Trello now!

 

Step 2: Buffer

9. Now choose Buffer from the apps list and connect it, like you did with Trello before.

10. Choose Add to schedule (if you chose Add to Buffer, it will automatically share everything and you won’t be able to choose a specific time and date). Save + continue.

11. Test buffer, Save + continue.

12. Now the fun starts! Focus on this one!

      1. Choose your profile – this will be your Facebook Page.

2. Text – this will be your caption. Click the + icon on the right, which will open the dropdown, Then chose a Desc from the list (it’s your card description).

3. Scheduled Time & Date – choose your card’s Due date.

4. Photo URL – this will be the photo that will be shared. Set it up so it’s the card’s attachment (cover).

5. Hit Continue.

Now you’ll see the summary of this post and you can check everything before creating your Zap. Make sure this post is actually legit because it will be added to your schedule in a second!

 

Now Create & Continue.

You should be seeing a success message now.

 

If there’s an error message then follow the Zapier’s instructions (you must’ve set something wrong before, or you might’ve not created a card in the chosen list. Go back and check.).

Now that it’s all done, simply turn your zap ON and you’re all ready to go.

From now on, each time you add an image to your Trello card (on Facebook list) it will be automatically added to your Buffer schedule.
What to do before each post:

 

      1. Create a Trello card in the Instagram list.
      2. Choose a Due date.
      3. Write the description. Save.
      4. Drag the image you want to share to the card.
      5. You’re all done! Zapier will check your account every 15 minutes for new activity so your post should appear in your schedule pretty soon.

Twitter

Ready to set up Twitter as well?

This one is very simple because it is the same as Facebook, with the only difference that you choose a different Trello list and a different profile in Buffer.

Follow the previous steps and create a post draft on the Trello list (called Twitter). Make sure it’s ready to post: include all the hashtags, links and images you want to share.

Zapier

 

Step 1: Trello.

You start of from creating a new zap, by hitting the Make a Zap button.

        1. Then, you need to choose the app you will start your automation with, right? Choose Trello.
        2. Now choose a New activity as the action trigger, then choose an Attachment Added to Card.
        3. Choose your board – This will be your Editorial Calendar board you’ve just created.
        4. Choose a List – since we’re setting Twitter, chose this one.
        5. Card – set it as Any card (it should be set like that automatically, so just don’t touch it).
        6. Hit Continue, then click Fetch & Continue (Zapier will now get the info from the card you’ve created).

After it did that, there should be a success message. If there’s an error message then follow the Zapier’s instructions (you must’ve set something wrong before, or you might’ve not created a card in the chosen list. Go back and check.).

Hit Continue. We’re done with Trello now!

Step 2: Buffer

 

9. Now choose Buffer from the apps list and connect it, like you did with Trello before.

10. Choose Add to schedule (if you chose Add to Buffer, it will automatically share everything and you won’t be able to choose a specific time and date). Save + continue.

11. Test buffer, Save + continue.

12. Now the fun starts! Focus on this one!

      1. Choose your profile – this will be your Twitter profile.

2. Text – this will be your caption. Click the + icon on the right, which will open the dropdown, Then chose a Desc from the list (it’s your card description).

3. Scheduled Time & Date – choose your card’s Due date.

4. Photo URL – this will be the photo that will be shared. Set it up so it’s the card’s attachment (cover).

5. Hit Continue.

Now you’ll see the summary of this post and you can check everything before creating your Zap. Make sure this post is actually legit because it will be added to your schedule in a second!

Now Create & Continue.

You should be seeing a success message now.

 

If there’s an error message then follow the Zapier’s instructions (you must’ve set something wrong before, or you might’ve not created a card in the chosen list. Go back and check.).

Now that it’s all done, simply turn your zap ON and you’re all ready to go.

 

From now on, each time you add an image to your Trello card (on Twitter list) it will be automatically added to your Buffer schedule.
What to do before each post:

 

      1. Create a Trello card in the Instagram list.
      2. Choose a Due date.
      3. Write the description. Save.
      4. Drag the image you want to share to the card.
      5. You’re all done! Zapier will check your account every 15 minutes for new activity so your post should appear in your schedule pretty soon.

Next in the series: Connect WordPress with Trello, Facebook, Twitter and Pinterest.

Tools I mentioned in the post: Trello, Buffer, Zapier.

I’m a branding & web designer based
in Bristol, UK.

Yay! Now check your email for the Workbook!

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