- How to add a new user to the Slack channel for a newly added row in Coda
- 1. Create your playbook and set the Coda trigger as "Row added"
- 2. Add the "Add users to channel" in Slack automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Slack and Coda
- Related blog posts
- More how-to guides featuring Slack and Coda
How to add a new user to the Slack channel for a newly added row in Coda
Create your playbook and set the Coda trigger as "Row added"
After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.
To set up this playbook, click "Add trigger" and then select "Row added" under Coda. Then, select the table. This will allow your playbook to automatically detect the newly added row in Coda and initiate necessary actions.
If this is your first time using a Coda integration in Relay.app, a prompt will guide you through the connection process.
Add the "Add users to channel" in Slack automation
Integrate the Slack automation into your playbook to ensure the prompt addition of a new user to the specific channel on Slack when a new row has been added in Coda.
Click the "Add step" button, then locate the "Add users to channel" automation for Slack and input the mandatory and relevant details.
If your Slack account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Slack account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the addition of a new user to the channel on Slack. Once turned on, it will respond to a newly added row in Coda by adding a new user to the specific channel on Slack without manual intervention.
To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.