Automations in Coda allow you to streamline your workflows and automate repetitive tasks. Whether you're managing projects, tracking data, or collaborating with a team, automations can help you save time and increase productivity.

Let’s make your doc as powerful as an app with automations! 💥
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To add an automation to your Coda doc, follow these steps:

PS: Don’t forget to name your automation rule something descriptive. You can edit the default name of Rule at the top of your automation rule.

Automations have two required steps: When and Then.

The first step in an automation is the When. This step informs Coda on when to trigger the automation. You can select from the following triggers:

Then is the action you want Coda to take when the automation is triggered.

In this step, you can write a formula to tell Coda specifically what you want it to do, or you can select from dropdown menu of options:

There are two other optional steps that can make up your automation: If and And Then.

The If step is where you can specify a condition that determines whether or not the automation continues once triggered.

To add an If condition to your automation, click Add a condition between your When and Then steps.

Automations in Coda can include multiple results in sequence after an automation is triggered. If you want to add multiple steps to your automation, add in an And Then step:

When you add this step to your automation, you have access to the same actions as the standard Then step menu.

The final step to configure in your automation is who the automation should take actions as. At the very bottom of the Automation side panel, you’ll see a dropdown menu containing two options:

After you build your automation, you can press the test rule button below your automation’s last step to make sure each of your steps is configured correctly.

When you run the test, look for:

If you want to add an if condition using the details from the rows that meet the criteria of your when trigger, or if you want to reference the details from those rows in your Then or And Then steps, you’ll need to use Step 1 Result in your formula.

Step 1 Result is a fancy way of calling out the results of your When criteria in a formula.

Check out this Coda Tip for a quick example on how to use Step 1 Result in your automations:

The activity tab holds the audit trail of every time the automation runs (including tests). To access the Activity tab, open up you automation rule and click Activity, located under the title of your automation rule

If there was an error in your automation run, you’ll see a red exclamation mark. You can click on any of those entries to see more details. This will help you know where to make corrections.