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Approval Workflow in Coda

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In this tutorial, you will learn how to create an approval workflow.

What you'll need

  • Coda
  • Gmail
  • Slack
  • Zapier

Estimated time to complete

  • 10 minutes

Log into Coda. Create a new Doc. Click on the orange + icon, select Sync, select Gmail, click Messages, and drag it into the doc. Connect to your Gmail account and set-up the filter. Press Start Sync. Delete the To column. Click on the email message, and select Add Column next to the Text object. Then add a new column, select Packs, choose Slack. Connect to Slack.

Add a Button, format the column. Action should be Slack > Post Message. Connect to your account. Set the content. Insert the endpoint/channel starting with #.

Then add a checkbox column.

Create a new table. The first column should be Slack Message URL, second column is Text, third column is Approved, and fourth column is Rejection.

Log into Zapier. Choose Slack. Trigger event is New Reaction Added. Connect your Slack account and choose the channel you want alerts to be sent to.

Connect this zap to Coda. Trigger event is Create Row. Connect to Coda and the document & table from Part 1. Set the reaction to the Approved column.

Copy this Zap but choose a rejection emoji for Slack and set the reaction to the Rejected column.

I hope you enjoy this tutorial preview, if you have any questions please reach out on Twitter @amiedelisa or @makerpad.

For access to this full tutorial please head over to https://www.makerpad.co

The full tutorial is available for pro members only

Request access

In this tutorial, you will learn how to create an approval workflow.

What you'll need

  • Coda
  • Gmail
  • Slack
  • Zapier

Estimated time to complete

  • 10 minutes

Log into Coda. Create a new Doc. Click on the orange + icon, select Sync, select Gmail, click Messages, and drag it into the doc. Connect to your Gmail account and set-up the filter. Press Start Sync. Delete the To column. Click on the email message, and select Add Column next to the Text object. Then add a new column, select Packs, choose Slack. Connect to Slack.

Add a Button, format the column. Action should be Slack > Post Message. Connect to your account. Set the content. Insert the endpoint/channel starting with #.

Then add a checkbox column.

Create a new table. The first column should be Slack Message URL, second column is Text, third column is Approved, and fourth column is Rejection.

Log into Zapier. Choose Slack. Trigger event is New Reaction Added. Connect your Slack account and choose the channel you want alerts to be sent to.

Connect this zap to Coda. Trigger event is Create Row. Connect to Coda and the document & table from Part 1. Set the reaction to the Approved column.

Copy this Zap but choose a rejection emoji for Slack and set the reaction to the Rejected column.

I hope you enjoy this tutorial preview, if you have any questions please reach out on Twitter @amiedelisa or @makerpad.

For access to this full tutorial please head over to https://www.makerpad.co

In this tutorial, you will learn how to create an approval workflow.

What you'll need

  • Coda
  • Gmail
  • Slack
  • Zapier

Estimated time to complete

  • 10 minutes

Log into Coda. Create a new Doc. Click on the orange + icon, select Sync, select Gmail, click Messages, and drag it into the doc. Connect to your Gmail account and set-up the filter. Press Start Sync. Delete the To column. Click on the email message, and select Add Column next to the Text object. Then add a new column, select Packs, choose Slack. Connect to Slack.

Add a Button, format the column. Action should be Slack > Post Message. Connect to your account. Set the content. Insert the endpoint/channel starting with #.

Then add a checkbox column.

Create a new table. The first column should be Slack Message URL, second column is Text, third column is Approved, and fourth column is Rejection.

Log into Zapier. Choose Slack. Trigger event is New Reaction Added. Connect your Slack account and choose the channel you want alerts to be sent to.

Connect this zap to Coda. Trigger event is Create Row. Connect to Coda and the document & table from Part 1. Set the reaction to the Approved column.

Copy this Zap but choose a rejection emoji for Slack and set the reaction to the Rejected column.

I hope you enjoy this tutorial preview, if you have any questions please reach out on Twitter @amiedelisa or @makerpad.

For access to this full tutorial please head over to https://www.makerpad.co

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