wiki/knowledge/client-management/aviary-project-ops-slack-trello.md · 451 words · 2026-04-05

Aviary Project Operations: Slack Connect + Trello

Overview

Aviary requested near-real-time visibility into project progress — roughly every two days — without adding more recurring meetings. The agreed solution is a two-layer async system: a Slack Connect channel for communication and deliverable sharing, and a Trello board for structured task tracking with timelines.

This approach was chosen over ClickUp (past friction with client-facing views) and over more frequent syncs (too disruptive for both sides).


Slack Connect: aviary-team

Purpose: Primary async communication channel between Asymmetric and the Aviary team. All updates, deliverable links, and progress notes go here.

Setup:
- Channel name: aviary-team (named to feel inclusive, not "external")
- Created via Slack Connect (external org invite)
- Initial invitee: Aaron Grossman (agrossman@helloaviary.ai)

Pending:
- Add Blessin and Justin to the channel
- Begin posting concise progress updates and artifact links immediately after setup

Cadence goal: Near-daily visible activity; Blessin should be able to check in passively and see forward motion without needing to ask.


Trello Board

Purpose: Central source of truth for all Aviary workstream tasks — owners, status, priorities, start/end dates, and timelines.

Views available:
- Board (Kanban) — drag-and-drop status management
- Gantt chart — timeline view showing start/end dates and progress
- Calendar — date-based overview
- List — flat task view

What to capture per card:
- Task description
- Owner (Mark, Sebastian, or other)
- Priority level
- Start date and target end date
- Comments for async coordination (e.g., tagging Mark for timeline estimates)

Client sharing policy: Populate and stabilize the board internally first. Share with Aviary only once it is client-ready — clean, accurate, and presentable. This avoids exposing half-formed or inaccurate timelines.

Access: Sebastian to populate initial task list from meeting next steps; Mark to fill in timeline estimates via card comments when tagged.


Roles and Responsibilities

Task Owner
Populate Trello with full task list, owners, priorities, dates Sebastian
Provide timeline estimates via Trello card comments Mark
Add Blessin + Justin to aviary-team Slack channel Sebastian
Post ongoing progress updates in Slack Sebastian (primary)

Key Decisions


Sources

  1. Index
  2. Aviary Outreach Stack Sendgrid Apollo Hubspot
  3. Aviary Roi Calculator Nextjs
  4. 2026 04 05 Aviary Sync Comms Outreach Roi Journey