Quick summary
Coda Automations let you build custom rules that automatically trigger actions inside your doc, eliminating manual and repetitive work. By setting a trigger, defining conditions, and choosing an action, you can run hands-free workflows directly within any Coda document.
Steps
- Navigate to your Coda doc.
- Click the settings gear icon in the top-right corner of your doc to open the settings menu.
- Click Automations from the settings menu.
- Click + Add rule to create a custom workflow that automatically handles repetitive tasks.
- Choose a trigger to start the automation.
- Go to Action to choose what happens when the trigger and conditions are met.
- Click Test rule to preview how your automation will function before activating it.
- Once everything looks correct, enable the automation to make it live.
