Set up a Slack Automation

This covers setting up both time-based and change-based automations to send a notification via Slack.

Automations in Coda can be either time based (like sending a weekly meeting reminder) or change-based (for when something gets updated in one of your tables.)

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Slack Automation - Team Task Manager
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Setting up a Timed-Based Automation
Time-Based Automation Video Walkthrough

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1. Click on “Settings” in the upper right hand corner of your doc, and select “Automations.”
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2. Click “Add Rule”
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3. Rename the rule, and then under “When” from the dropdown menu select “Time based” and choose the time when you would like it to run.
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4. Under “Then” select Slack, and “Post Message”
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5. Fill in the details to build your notification
Account: Select the Slack account you are connecting to this automation
Content: Add your message that will be sent to Slack from this automation
Channel or Email: Fill in the Slack channel or the email address in Slack you are sending this notification to
Note: A channel must already exist in your Slack workspace to send an automated message to it.

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6. Test your rule by clicking “Test Rule.”
A message will appear in your linked channel if the automation is set up and working as expected.
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Setting up a Change-Based Automation
Change-Based Automation: Video Walkthrough
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1. Select “Settings” in the upper right hand corner of your doc, and then click “Automations”
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2. Click “Add Rule’ to create a new automation
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3. Rename your automation, and then under the “When” section select “Row changed”
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4. From the dropdown menu select the table, and the column you would like to associate with the automation.
This will set the automation to run when the column in this table is updated.
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5. Include requirements for when the automation should run using the “If” statement field.
For this example, we’ve used our formula builder to say that the automation will run any time the “Status” column is updated to “Not Started.”
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6. Set the action you’d like the automation to take under “Then,” by selecting Slack and “Post Message”

7. Fill in the details to build your notification
Account: Select the Slack account you are connecting to this automation
Content: Add your message that will be sent to Slack from this automation
Channel or Email: Fill in the Slack channel or the email address in Slack you are sending this notification to. For this example we are sending to the Task Owner listed for the tasks where the “Status” has been updated.
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8. Test your rule by clicking “Test Rule.”
A message will appear in your linked channel if the automation is set up and working as expected.
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