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Kyle Henson Job Application - Enterprise Account Manager
Austere Manufacturing

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Make Your First Kanban in 1 Minute


Hello! Welcome to Coda! Your workflows are about to get simpler! This walkthrough will help you set up Coda to support generating Kanbans to streamline your reordering processes. Let’s get started by creating your first Kanban for a supply that you order online in the table below. This will take 1 minute.

Make Your First Kanban In 1 Minute (Online Ordering)

Fill out each one the fields in the table and press the Create Kanban button to view the information you’ve entered in a printable Kanban format.
Supply Name
External Vendor
Reorder Link
Storage Location
Trigger Quantity
Reorder Quantity
Create/Open Kanban
Lichen Test
Lichen Precision
Devins Shop
Blah Blah Blah
Open Kanban
There are no rows in this table
You can print your Kanban by clicking the three-dot ellipsis in the upper right hand corner of the Detail View and selecting “Print”. If you closed the Detail View, you can get back to it again by clicking the same button you clicked before to generate the Kanban, which has changed its function since you generated a Kanban with the data in the table above and will now just open the Kanban you made.
What just popped up is what Coda calls the “Detail View” of the row you just created in the table. In the Kanban itself, you’ll notice two QR codes, one that takes you to the link to reorder the item, and another that takes you to a view of the Coda row for the Kanban itself, where you can make changes, or make notes to refer to next time you need to restock that item.
If you want to keep making Kanbans for items that you order online, you can do that by adding new rows to the table above by clickiing the
button here (or above the table to the right). and following the same process, but there are a lot of items that aren’t available for online ordering, so this document also supports reordering via email and restocking internally by moving items from one area to another. Let’s make a Kanban for an item you have to order via email. Collapse this section and expand Your Second Kanban (Ordering via Email).

Your Second Kanban (Email Ordering)

To begin, let’s start by filling out another table with the information we’ll need for this email restock Kanban and pressing Create Kanban like you did last time.
Supply Name
Order Description
External Vendor
Contact Name
Contact Email Address
Storage Location
Trigger Quantity
Reorder Quantity
Create/Open Kanban
Email Supply
Andy Fastow
He’s gotta be doing hard time
Open Kanban
There are no rows in this table

Your Company

You might notice that the Company Name and Primary Contact Name fields aren’t free text fields like in the tables above, but rather lists to select from, which include the suppliers and contacts that you referenced when you created your first two Kanbans. That’s because these cells are referencing the database and database that form the backbone of the powerful tools Coda can create. Go ahead and click the “+” icon next to the bottom of the dropdown where you’ve been typing to add yourself and your company as new entries in each table.
Primary Contact Name
Company Name
Company Phone
Company Email
Short Company Description
Austere Manufacturing
28350 State Highway 104 NE
Kingston, WA 98346
(201) 378-3928
Austere Manufacturing specializes in high-performance, US-made hardware. Our flagship product is a CNC-machined cam buckle that’s lightweight, impressively strong, and built to last a lifetime.
There are no rows in this table
Being able to reference databases of , , , , and any other element of your business that you wish to track allows you to easily and procedurally automate workflows and create efficiencies. When you created those two Kanbans above, part of what the Create Kanban button did was create a new item in the table, create a new company in the table, create a new contact in the table, and create a new storage location in the table.
When you try and enter your address, you’ll notice a button pop up that says “Open”. This means that this column type is what Coda calls a ““, which is an incredibly powerful column type that allows you to essentially use all of the features available to us on this page, but contained within a row in your table. If you click “Open” you’ll see the Detail View of the row and can freely edit the canvas column.
In the upper-right-hand corner of the detail view, there’s a shaded grey rectangle, which changes where on your screen the detail view appears. I strongly suggest putting the detail view on the right side of your screen.
Once you’ve filled out the table above, you’ll notice that your name and your company’s name now appear in little bubbles, rather than plain text. That’s Coda’s signal to you that you’re looking at a Relation to another table. Hover over your company’s bubble and then click the blue text that appears. You can do this with any Relation in Coda and this is a great way to access a reference’s detail view without leaving the page or table you’re currently working in.

More really cool information about Relations if you’re interested, or you can go ahead and get back to placing email orders

Relations are one of Coda’s most useful features and they have two really, really cool elements. Those are:

Database Architecture

In Coda, you’re not just moving text around. you’re editing a specific entry in a list, and those changes persist everywhere that item is referenced.

Persistent Color-Coding

In any table you can format your text, with the menu that popus up when you highlght text or a table’s conditional formatting features, accessible through the table’s options menu. Because of Coda’s database architecture, that color-coding persists and stays with that entry’s bubble everywhere it’s referenced. This is incredibly useful and allows you to pick up on a substantial information in just a glance. Here’s one example where I can easily glean information about a contact in my database when they’re referenced somewhere else.

Placing Email Orders

Let’s go back to placing orders via email. Open the print copy of the second Kanban you created by pushing this button
Open Print Kanban
and then scan the QR code to simulate the actual experience of using this in a shop or just click this button
Open Coda Row
to see what it looks like on desktop.

Link Your Gmail Account

In order to send emails from Coda, you need to link your Gmail account. Coda makes this really simple.
Click the ”Insert” button in the upper-right-hand corner of this screen, to the left of your account icon.
Select “Packs
Under “Installed Packs” select “Gmail
If “Gmail” isn’t an option,and select “Add To Doc”. Select this document and Coda should return you here. Then follow the steps above again.
Select “Settings” under the search bar
Add your account either as a private account (meaning that only you can use this Coda document to email from that account) or a shared account (meaning that anyone who uses this document to send email can send from that account.

If you use Outlook

I’m so sorry for you, friend. Sending email from Coda using Outlook is really tough and requires integration through Zapier and some knowledge of HTML. I have set this up before, but I can’t list out all the steps. Contact me and I’d be happy to set this up for you.
(610) 710 - 6474

Email Immediately

Once you hook up your Gmail account, If you click the
speedy flag icon, Coda will immediately send an email to the supplier asking to reorder the restock quantity of the item on the Kanban. You can view the text of the email at the bottom of the screen before it goes out to make sure there aren’t any weird mistakes, and if you’d like to edit the template that Coda is pulling from, it’s right here:
@Reordering Template

Add to Cart

The other icon you can press is a little green
shopping cart icon. Pressing this button will add the reorder quantity to your , which will mark that the item needs to be reordered, but won’t take any immediate action. The advantages of this are that you have a place to review your orders before you send them out, you can aggregate your orders based on supplier, so that you’re not sending four emails to the same supplier all in one day, and for each item you can set a reorder urgency with an automation, so for some items the email to the supplier ordering each item you need from that supplier goes out at the end of each day, for others it goes out at the end of each week, etc. Press the
shopping cart icon to add the item from your second Kanban to your cart and then click here or in the left navigation pane to move to the ordering page so you can see how emails get sent out from the .

Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
) instead.