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Create a coda document

Lets start with creating a simple coda document, no magic here.

Create a table for your invoices

Next - we need to create a table that will hold all of our invoices, things to think about here:

columns

column types

Bonus exercise

Check out the coda views

https://help.coda.io/en/articles/772883-views-in-coda⁠

and think about the ways you could use them here

Create a scenario in make

About gmail “+” trick - in real life scenario there most likely there would be a designated email address only for invoices (for example invoices@my-company.com).

But since we are using our own email addresses for the sake of exercise we need to find a way on how to work with them. One of the ways is by using gmail “+” trick (read more about it here
https://gmail.googleblog.com/2008/03/2-hidden-ways-to-get-more-from-your.html⁠
).

In the exercise we will use your email address but with the + added, so if your email is littlebunny@gmail.com we are going to use littlebunny+workshop@gmail.com

Our scenario do the following:

Wait for new messages in aaa+workshop@gmail.com

Extract the text & attachments if present

Add new row in the coda table

Understand what is missing

Is everything finished?

Automate yourself

What can we add here so that in a month you wont spend time trying to remember redundant information?

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.