How to Set Up Automation in Coda
- George Apostolov
- 05 Sep 2025
Guide
Navigate to your Coda doc.
Click the settings gear icon in the top-right corner of your doc to open the settings menu
Click 'Automations'.
Click '+ Add rule' to create a custom workflow that automatically handles repetitive tasks.
Choose a trigger to start the automation.
Next, go to 'Action' to choose what happens when the trigger and conditions are met.
Click 'Test rule' to preview how your automation will function before activating it.
Once everything looks fine, enable the automation.
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