How to Create a Date-Triggered Automation in Coda

‍

‍

It is very easy to create a date-triggered automation in Coda. Here’s a quick guide on how to do it:

‍

1. Inside your Coda doc, head over to the top-right corner and click the 'Document Settings' button.
2. Find and select 'Automations' from the list of options.
3. After that, click 'Add Rule'.
4. Come up with a unique rule name and description. Enter them into their respective input field.
5. Tap the 'Trigger' menu under the Rule tab.
6. Choose 'Time-Based' from the given choices.
7. Subsequently, configure the Trigger settings based on your preference.
8. Next, tap the 'Action' menu to complete the automation rule.
9. Choose the specific action you wish to carry out when the Trigger activates.
10. Following that, set up the corresponding configurations according to your liking. Start by specifying the table you prefer to use.
11. Subsequently, continue filling out the succeeding input fields with the required information to set up the automation properly.
12. Once done, click 'Test Rule'.
13. If you're satisfied with the result, switch on the toggle button to finally activate the automation.
14. After completing these steps, your date-triggered automation in Coda will be enabled instantly.