5 ways to automate Miro

Brainstorming with your team can feel a lot like swinging at a piñata. Sometimes it takes several tries to strike the right idea. To find solutions and answers faster, it pays to avoid obstacles to successful collaboration.

That’s where Miro comes in. Using Miro, you and your team can work together on a visual whiteboard as if you were in the same room, even if you’re in different departments or time zones. And with a library of over 2,500 ready-made templates, Miro is both versatile and easy to use.

By integrating Miro and Zapier, you can automate the admin work of whiteboarding, so you’ll feel even freer to focus on what matters most: generating great ideas. Here are five popular ways to automate Miro with Zapier.

Table of contents

Send action items and updates to Miro boards

Cross-functional collaborators don’t always have access to the same tools. With automation, they don’t need to. Using Zapier, everyone can rely on a single Miro board—just set up workflows to send tasks, issues, or items into Miro as a card widget. These cards can hold a range of metadata, like text, due date, assignee, and tags. 

Let’s say you run a creative agency that collaborates with clients in Miro. Instead of sharing access to your internal tools, you can automatically push information into the collaborative Miro file. This way, there’s a clear separation between your client-facing board and everything you do behind the scenes.

Create cards from spreadsheets

If you store critical information in spreadsheet tools, you can automatically create card widgets from new rows. Maybe a freelancer delivers a piece of work you want reflected in a mind map in Miro. Or you add a task to your sprint and want to feature it on your kanban board. Either way, these simple sheet workflows can get the job done for you.

And with Airtable, options abound. New Airtable records can be created by internal team members (directly in Airtable) or external users (through surveys, application forms, or APIs), which expands the variety of info you can send to Miro.

Capture data from new form submissions

You can glean valuable insights from forms, but collecting, reviewing, and analyzing responses takes time. Slash that time using Zapier by sending responses directly into a Miro card widget, keeping all corresponding information organized and easily accessible. Empower your team to implement data-based changes faster with automation.

Automate event-related admin tasks

Often, preparing a workshop, webinar, or brainstorming session with cross-functional teams calls for all-out effort. Creating a new board for each event wastes time and energy you could be spending elsewhere.

With Zapier, you can easily create or copy a board based on an event like a calendar invite or Zoom meeting. So instead of doing tedious work, you can get into the right headspace for the event, ensure it runs on time, and show your guests you’re well-prepared.

You can also create card widgets from events. That’s particularly helpful for product, marketing, and project management teams that need to review meetings in detail together.

Create cards from messages

Teams often come up with great ideas on messaging platforms. If you want to track, vet, and discuss those ideas in a structured way, you can send them to a dedicated Miro board designed for this. Just set up a simple workflow that creates a card widget in Miro from a new message or post in a channel.

For example, you might have a channel dedicated to new customer feature requests. Your support team might be responsible for updating this channel with new requests they get. From here you can push these requests to Miro, which allows another team (like product or marketing) to review them and brainstorm. 

Increase creativity with Miro and Zapier

Miro is an incredibly versatile tool that promotes team collaboration. But collaboration can easily break down if your team is awash with tedious tasks—like manually creating cards or boards, or shuttling info from one place to another.

Zapier’s automated workflows save time by sending critical information to a common place,  so regardless of your role or business function, you can reduce your burden and gain the freedom to solve problems more creatively. 

This is just the start of what you can automate with Miro and Zapier. Where will you begin?