How to Set Up Automation in Coda

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Here’s how you can set up automation step-by-step:

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1. Navigate to your Coda doc.
2. Click the settings gear icon in the top-right corner of your doc to open the settings menu.
3. Click 'Automations'.
4. Click '+ Add rule' to create a custom workflow that automatically handles repetitive tasks.
5. Choose a trigger to start the automation.
6. Next, go to 'Action' to choose what happens when the trigger and conditions are met.
7. Click 'Test rule' to preview how your automation will function before activating it.
8. Once everything looks fine, enable the automation.