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Ty
Ben
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Ty,
Great chatting with you earlier and I'm really looking forward to collaborating on all things Coda with you and the team! I wanted to follow up with a few helpful links that might be of interest:
I’m looking forward to collaborating more and thanks again!
Happy Building,
Ben
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Greeting
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Hey
Hey
Hi
Hi
Hello
Hello
Intro
2
Meeting Today
It was great meeting with you earlier and I’m really excited to work together on your evaluation of Coda. I wanted to follow up with a few resources to help you get started:
Meeting Earlier
Great chatting with you earlier and I'm really looking forward to collaborating on all things Coda with you and the team! I wanted to follow up with a few helpful links that might be of interest:
Email Body
15
Integrating Asana
Integrating Coda with Asana - this will leverage the which will then connect to Asana. on how to set it up is pretty dated from the current Coda UX but the Zapier side looks pretty similar.
Wiki
Wiki/Knowledge Management - You can make beautiful, information dense and easy to use . , and as well.
Learning Coda and Formulas
Learning Coda and Equations - which has some resources for learning Coda and formulas specifically, , talks through how formulas are structured, and about the top formulas to know. As a bonus, about why the formula language is designed the way it is!
Learning Coda
Custom Templates
Custom Templates - Custom templates are a great way to create templates of common workflows - check out for more info.
Doc Gallery
Coda Doc Gallery - is always a great place to start when exploring new use cases in Coda. Try searching something like "knowledge management" or "project management".
OKRs
OKRs - Here's for using Coda to track OKRs, and They both use the structure of having one large table that is then "grouped" and/or "filtered" to create additional views.
PRD
PRD writing and Templates - that I shared that shows how writing PRDs in Coda can work, and then you can also create a custom template for your company to help standardize this process.
Product Hub
Creating a Product Hub in Coda - Coda can combine with , to create dynamic product hubs that promote great documentation and transparency.
Cross Doc
Cross-doc - on setting up cross doc and then also a walking you through the process.
Project Management and Replacing Asana
Project Management and Replacing Asana - shows what it might look like to run multiple projects from a Coda doc, and shows a more straightforward task intake system.
API
CRM
CRM - You can build a lightweight CRM in Coda that ties together data objects like contacts, accounts, and deals. You could even add in some to do stuff like contact new leads!
Professional Services
Professional Services - Coda has an internal services that execute planning, doc builds, and training for our customers. This is a great resource to get started fast and ensure that your docs will get built properly.
Outro
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Looking Forward
I’m looking forward to collaborating more and thanks again!
Reach out
Please reach out if you have any additional questions.
Schedule Meeting
Like we discussed it would be great to connect again to continue to conversation. Feel free to grab some time on .
Goodbye
3
Happy Building
Happy Building
Thanks
Thanks
All the Best
All the Best
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