8 min read
How to send messages from Coda
Connect Coda to Gmail to streamline communication.
What you’ll learn:
- How to set up the Gmail pack for easy note distribution
- How to send reminders so you can focus on getting work done rather than nagging people
What you’ll use:
- Gmail Pack
- Slack Pack
- Automations
Connect the communication dots.
In this guide, we’ll explore the most common use cases for communication-focused Pack connections:- Sending notes
- Sending reminders
- Creating time-based reminders
- Creating situation-based reminders
Send notes with the Gmail Pack.
Before you can start sending emails from Coda, you’ll need to connect to your email provider. As of this writing, Coda connects to Gmail and Outlook, but we’ll be using Gmail for this example.Adding the Gmail Pack.
- Click Insert in the top right of your screen and choose Packs.
- Search for and select the Gmail Pack.
- Click Add to doc.
- Type "/email meeting notes."
- Select the Email meeting notes template.
- Right click on the Draft email button in the Meeting notes table.
- Click the Connect an account button.
- Select the account you want to connect.
Behind the scenes
The draft you created is based off the Message column and is set to be sent to the Attendees column. You can set all of the specifics up by right-clicking on the Draft email button. Here’s a screenshot of the settings 👉 We set up this tutorial to create a draft, but what if you want to send an email directly from Coda? Simply change the On Click dropdown from Create draft to Send email. In the On Click dropdown, select Packs → Gmail → Send email. The rest of the settings will reset, so you’ll need to refill them. Set them up like this:- To →
Attendess.Email address
- Put in your own email to test.
- Subject →
Email subject
- Content →
Message
- Results Column →
Email result
Tip: Having a results column populate when the button is pushed allows you to disable your button. This ensures you won’t accidentally send the same email twice!
Now what?
There are an infinite (not really, but close) number of ways you can connect Coda to your communication workflows, and the Gmail Pack is just the beginning. You can repeat the above flow for Outlook, Slack, and Teams. Think about the repetitive communication tasks you have...Coda can probably help! Once you write out their steps, you can translate them into components or automations to make it easy and streamlined with Coda. Check out these guides for the next steps in your message sending journey:Was this helpful?
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