How to automate your user study playbook with Coda and Relay

Relay.app is an automation tool that lets you automate actions across Coda, Calendly, Slack, Gmail, and many other apps.
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1

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

2

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.

3

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

4

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.

5

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.

6

Turn on your playbook

All that's left is turning on the playbook!

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