How to log new lead details from new Gmail emails to a Coda table

Relay.app is an automation tool that lets you automate actions across Gmail, Coda, and many other apps. In this guide, we'll show you how to automatically run the “add row” action in Coda for each email received in Gmail using Relay.app.
Gmail logoGmail > Coda
Trigger
Last triggered
Gmail logoEmail received
Coda logoAdd row
1

Create your playbook and set the Gmail trigger as "Email received"

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 "Email received" under Gmail. Then, select the necessary details. This will allow your playbook to automatically detect the newly received email in Gmail and initiate necessary actions.

If this is your first time using a Gmail integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Add row" in Coda automation

Integrate the Coda automation into your playbook to ensure the prompt addition of a new row in Coda whenever a new specific email is received in Gmail

Click the "Add step" button, then locate the "Add row" automation for Coda and input the mandatory and relevant details.

If your Coda 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 Coda account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the addition of a new row in Coda. Once turned on, it will respond to each new specific email received in Gmail by adding a new row in Coda 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.

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