Send Slack or MS Teams messages from Coda

Step 1 — Add a Pack to your doc

In the top right of your doc, click “Insert”.
Next, type “Slack” or “Microsoft Teams” in the search box on the right to find the pack.
Under “More Packs”, select your Pack. A pop-up will appear with details about the Pack.
Click “Add to doc” to connect the doc to the app.

Step 2 — Create your message

Add a blank text column to your table
In the insert panel on the right side of your screen, you’ll see the tables, buttons, and cards that are available with the Slack Pack. Drag the “Post message” button and drop it in the column you just created

Decide whether each user actuating your button should use their own credentials or a shared account.
- Do you want every person who clicks this button to send a message as themselves? Pick Private. This is useful in a team hub or task tracker because knowing who the message came from is useful data.
- Do you want every person who clicks this button to send a message under the same account/person? Pick Shared. Typically, this is most useful when a team is sending updates to other teams or the broader company where the identity of the individual who sent the update might be less significant.

Compose the content of your message

Add a compose column to your table and call it “Message”
- In the compose box, type the message you want to send to Slack. In the example above, I wanted to include the task name and the status, so I wrote:

To add a link to the row within your Slack message: While still in the compose box, open the formula builder by typing “=” then type thisrow.

Add the message and channel to your Slack button
Now we have to tell Slack to send the message you created in the last step. To do this, right click on the button column and in the content box type “=” then type “message.” The content of your message will be what you’ve composed in the compose column.
Enter the Slack channel or the contact (via email address) to send your message to.

Set disable settings on your button

Buttons are only able to be pressed when they are enabled. You can customize the disable settings to prevent buttons from being pushed and messages from triggering at inopportune times. For example, if you only want to send an update when a task is complete, you want to set the disable settings so that the button is disabled if the task status is anything but complete. Read more about disable settings here.

Step 3 — Setup an automation

Automations allow buttons to be pressed without having to manually press them. For example, when a status is set to “done”, the button can be automatically pressed and the notification can be sent without any additional action needed from the individual.

In the top right corner click the gear icon to access the Document settings menu then click Automations.
Click Add rule and name it Slack notification.
Under When, select Row change, then select Tasks then Status.
Under Then, select Push buttons, then select Slack update (the name of your button column).
In that same panel turn on your new rule.

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