How to automate your user study playbook with Coda and Relay
Add the Calendly trigger
First, add a Calendly trigger that kicks off a new run of the playbook every time schedule someone schedules a user study via a dedicated Calendly event
Add the Coda automation
Next, add a Coda automation that adds a row to the table where you're managing your user study participants. Here is a handy Coda template.
The information that the participant filled in via Calendly is available via data fields that you can use in the Coda automation.
Add the Slack automation
Next, we add a Slack automation to send a brief update to our team about the upcoming user study. We leverage data fields from Calendly as well as the newly created row in Coda
Add a Wait step to wait until the Calendly event ended
After the user study finished, we'll want to send a quick 'Thank you' note to the participant via email. To do that, we'll first add a Wait step in our playbook that waits until the scheduled event has ended.
Add the Gmail automation
Finally, we'll add a Gmail automation to send an email with the 'Thank you' note.
To ensure we're sending a personalized message, we add a Fill-in chip in the message body. This will ensure that every time before this message goes out, I will have the opportunity to personalize the message or approve it as-is. This is a good example of one of the human-in-the-loop features Relay offers.
Turn on your playbook
All that's left is turning on the playbook!