# How to Set Up Automation in Coda

> To set up automation in Coda, navigate to your doc, open the settings menu via the gear icon, and click Automations. Add a new rule, select a trigger, define the action, test the rule, and enable the automation to handle repetitive tasks automatically.

Canonical: https://livedemo.ai/tutorials/how-to-set-up-automation-in-coda/
Apps: Coda
Updated: 2026-10-05
Interactive demo: https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4e0eab56e05a00ff9c15/preview?step=1

## Steps

1. Navigate to your Coda doc.
2. Click the settings gear icon in the top-right corner of your doc to open the settings menu
3. Click 'Automations'.
4. Click '+ Add rule' to create a custom workflow that automatically handles repetitive tasks.
5. Choose a trigger to start the automation.
6. Next, go to 'Action' to choose what happens when the trigger and conditions are met.
7. Click 'Test rule' to preview how your automation will function before activating it.
8. Once everything looks fine, enable the automation.