Hi everyone,

I’m looking for some help setting up a Zap to streamline my workflow.

Here’s what I want to achieve:

I have an Excel file that I update daily. It contains a column with document numbers (reference numbers). I want the Zap to:

1. Identify new document numbers: The Zap should check the Excel file daily and detect if new document numbers have been added.
2. Check for duplicates in Trello: Before creating a new card in Trello, the Zap should search across all lists on a specific Trello board for the document number. If it already exists as a card, no new card should be created to avoid duplicates.
3. Create Trello cards: If the document number doesn't already exist, the Zap should create a new card on the Trello board.
4. Daily automation: The entire process should run automatically every day, without requiring manual intervention.

Why I need this:

I want to make sure only new document numbers get converted into Trello cards. Duplicates slow me down and create extra work.

If anyone has suggestions on how to set this up or if there’s an existing template I could use, I’d really appreciate the help!

Thanks in advance for your advice!