How to Create Email Templates in Coda with Gmail Integration

Quick summary

Coda lets you create email templates directly inside a document by building a structured table and connecting it to Gmail via a native integration. Once set up, you can send emails from Coda using a button without leaving your workspace.

Steps

1. Go to the Coda document where you want to create email templates.
2. Click "+" and select "Table" to insert a new table into the document.
3. Add columns for "Recipient," "Subject," and "Message" to structure your email template data.
4. Click "Insert" to confirm the table configuration.
5. Search for "Gmail" in the integrations panel, click "Add to Doc," and follow the prompts to sign in and authorize Gmail.
6. Click your new Send Email button to confirm that emails are sent correctly from your Coda document.