How to automatically create a new note in Attio every time a new row is added in Coda

A playbook always starts with a trigger that detects changes in your connected applications and responds accordingly.

Add the Coda trigger to initiate your playbook's actions every time a row is added. Click "Add trigger" in your playbook and choose "Row added" from the dropdown menu under Coda.

If you still need to connect your Coda account to Relay.app yet, a prompt will guide you through the process.

Integrate Attio automation into your workflow to automatically create a new note in Attio every time a new row is added in Coda.

Click the "Add step" button, locate the "Create note" automation for Attio, and input the mandatory and relevant details.

If your Attio account still needs to be 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 Attio account.

Activating the playbook is the last step in the process. Once you turn it on, it automatically creates a new note in Attio every time a new row is added in Coda without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.