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Triage toolkit

Triage toolkit

Triage toolkit

Automate

Let Coda take care of the little things. Automations free up your time from repetitive tasks so you can focus on making progress.

Setting up automations

Click settings gear in the top right of your screen.

Select Automations.

Click Add rule.

Choose a Time-based or Row changed trigger, detailed below.

This is the trigger you would use if you were looking to automatically push the button that was built in

Take action⁠

. By setting up this automation, you can automate notifying reps of overdue opportunities.

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Once in the automation panel, add a rule, and give it a name.

In the When field, choose between Hourly, Daily, Weekly, or Monthly notification cadence.

Select Push buttons, select the button you built in

Take action⁠

Toggle your notification on.

This is the trigger you would use if you wanted to notify a group of people or a channel when an opportunity status has changed.

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Once in the automation panel, add a rule, and give it a name.

In the When field, choose Row changed, then select the table and column of the changed field you want to receive notifications about.

In this instance, it’s the Opportunities table → Stage column.

In the If section, refer to the Step 1 result (the row referenced in Step 1), and add a formula to filter out when you want the automation to run.

In this example, we only want the automation to run if the new stage is “Closed won.” The automation will not run for any other stage changes.

Select Send message or notify user, then select your notification type and recipients.

In the Content field, draft the message you’d like to send. You can @-mention different columns of the row using Step 1 Result.

Toggle your notification on.

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.