How can I filter for follow-ups?

You can specify specific clients, project names, or keywords to focus on particular follow-ups.

Can I log follow-ups to different sections in Coda?

Yes, you can use various sections in your Coda document to log interactions with different clients or projects.

Which people use this automation? What do they use it for?

This is perfect for sales professionals, account managers, and customer support teams who need to maintain an organized follow-up log.

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Coda + Schedule by DryMerge

Track Daily Client Follow-Ups in Coda

Stay on top of client follow-ups with this useful automation. Schedule Automation triggers daily to log your interactions and follow-ups in Coda, ensuring no client is overlooked.

Daily Follow-Up Time

Triggers at a specific time each day.

Log Client Follow-Ups

Records daily client follow-ups in Coda.

See more Coda to Schedule by DryMerge integrations or use AI to customize your automation.

or pick a common variation below

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How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Track daily client follow-ups in Coda"

Track daily client follow-ups in Coda

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Coda + Schedule by DryMerge.

Create Row

Creates a new row in a specified Coda table

List Tables

Lists all tables in a Coda document

Search Table

Searches for records in a Coda table

New Coda Row

Triggers when a new row is added to a specified Coda table

Updated Coda Row

Triggers when a row is updated in a specified Coda table

New Coda Document

Triggers when a new document is created in Coda

Delay by DryMerge

Delays an automation until a set date or for a set period of time

Scheduled Trigger

Trigger based on a schedule

App details

Coda

Coda is an all-in-one doc platform that combines documents, spreadsheets, and applications. Create flexible and powerful documents that grow with your team and adapt to your workflow.

Schedule by DryMerge

Schedule and automate repetitive tasks and complex processes. Set up recurring automations, define triggers, and run actions on a predefined schedule.