Creating "slots" for regularly scheduled content planning

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Hello! I have been using Coda to plan social media content for my organisation and would like to optimise our processes. Currently, I have a master database to collect all content, but we are filtering in subpages in order to work in month views.

  • In order to create “slots” that we can then fill in as we work throughout the month, new rows are created in the master database.

  • Each “slot” (empty row) belongs a specific category (these are sourced from another table)

  • We have a specific, weekly flow for our content that follows a certain category order and we do not post on weekends.

    Screenshot 2024-11-26 at 11.40.02
    Screenshot 2024-11-26 at 11.40.021418×1036 104 KB

  • I have been creating “slots” by copying and pasting our specific flow and changing the dates to be able to filter the empty slots by month view.

I am essentially looking for a better way. I do not want to copy and paste and change all the dates every month… Open to any suggestions!

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Hi @Maya_Weisinger - welcome to the community!

Yes, there defo’s scope for automation here- suspect you’ll have to sorting out the logic for the edge-cases though - ie holidays.

suspect RunActions() formula in conjunction with AddRow()'will be your friend, you can leverage ‘Date()’ to skip weekends.

Not 100% sure, but try Sequence() along with Weekday() to filter out weekends for date creation.

You’ll definitely need to leverage FormulaMap() which I find super hard - it just melts my brain.

Hope that helps.

Also - Is your weekly flow is identical across all weeks, or do you vary it up?

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Hello @Maya_Weisinger ,

If you share a dummy doc, I (or someone else) can show you how to make a button with a formula to just do that.
You start with sequence (for the date from to date to), filter out the weekend days, do a ForEach (this is the newer name for FormulaMap) on your template table, filter for the current day of the week and than do another ForEach to make new records in your master table.

This sounds perhaps complex, but it really is pretty straightforward. There are different approaches to accomplish this, the above is the one I would probably use.

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Thank you for your suggestions! I feel a bit out of my depth here… Where exactly should I be trying these formulas? In the Date column or elsewhere?

I’ve made a dummy copy of the table in case anyone is gracious enough to show me how to play around :pray:

The weekly flow is identical across all weeks!

Thank you!

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Hello @Maya_Weisinger ,
I added a button to your doc to add one month of activities - starting with the selected date next to the button.
I took one week of January and made that into a template (below your planning table) - that way you can, at some point in time, change things around and make that your new base for future planning.
You probably want to add something to prevent adding rows for a month that’s already been done (I didn’t want to complicate this example more than necessary, but that is easy to add in your button logic.
I changed the filter to a date picker (just above the table), it is easier for testing and playing around.
This is just one of many ways this can be done.
Greetings,
Joost

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