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How do you want to describe Coda to your team?:
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Recommended Audience
1
Coda is an all-in-one canvas, that blends the flexibility of docs, structure of spreadsheets, and power of applications into a single digital workspace.
All
2
Coda offers a unique approach to document creation, combining the functionalities of spreadsheets, documents, and applications into a single canvas. This allows for greater flexibility and customization, enabling us to build our own unique workflows tailored to our needs.
All
3
The all-in-one digital workspace. Because where you work together, determines how you work together. Coda blends the flexibility of docs, the structure of spreadsheets, the power of applications, and the intelligence of AI.
All
4
Coda is an innovative online platform that combines the best features of Google Suite, MS365 tools, and more into a single, user-friendly document. It's like a supercharged doc that allows you to collaborate, create relational spreadsheets, build websites, and organize data effortlessly. With Coda, there are no limits to what you can achieve - it's your second brain and a versatile tool for businesses, individuals, and teams to stay organized, communicate effectively, and bring their ideas to life
All
5
Coda is a document editor that combines the functionality of a spreadsheet, presentation, word processor, and app. It brings all these together in one place so that you can combine your proposal narrative for your quarterly planning with live roadmap tracking. You can keep discussions about features in one place, no matter where someone found the reference. You can update tables automatically, ping stakeholders for updates, and even automate your reporting by eneabling two way syncs with Jira, Slack, and many more integrations.
PDE
6
Coda is a document editor that combines the functionality of a spreadsheet, presentation, word processor, and app. You can easily track and manage employee onboarding, organize candidate profiles, schedule interviews, and create custom workflows for recruitment processes. Coda's powerful automation features enables teams to streamline repetitive tasks, such as sending email notifications or updating candidate status, saving time and effort.
HR
Recruiting
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Why did you choose Coda?
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1
Flexibility and Customization: Coda offers a unique approach to document creation, combining the functionalities of spreadsheets, documents, and applications into a single canvas. This allows for greater flexibility and customization, enabling us to build our own unique workflows tailored to our needs.
2
Real-time Collaboration: Coda emphasizes collaboration and enables real-time editing and commenting, making it easier for teams to work together on projects, track changes, and provide feedback instantaneously.
3
Dynamic Data: Coda allows users to create dynamic documents that pull in real-time data from various sources, such as APIs, databases, or external services. This dynamic data capability ensures that information in the documents is always up to date without the need for manual updates.
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Automation and Integration: We can automate repetitive tasks and streamline workflows using Coda's automation features. It also integrates with other popular tools and services that we use frequently such as Google docs, Jira, Slack, Miro, Salesforce, and more, allowing seamless data transfer and synchronization across platforms.
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No-code Capabilities: Coda offers a user-friendly, no-code environment, enabling us to create powerful custom solutions with very little support needed.
6
Extensive Library of Templates: Coda provides a great library of easy to use, pre-built templates, covering a wide range of use cases, such as project management, sales tracking, and product development. We can use Coda's pre-built templates, templates from other Coda users have shared, and we can also build our own templates to streamline our way of working across the business.
7
Version Control and History: Coda offers version control and document history, ensuring that users can review and revert to previous versions if needed, thus enhancing data integrity and security.
8
Scalability: Coda is designed with scalability in mind, providing a tool that can grow alongside us at and adapt to evolving needs. As teams and projects expand, Coda can accommodate increasing demands without sacrificing performance or user experience.
9
Accelerate execution: Reducing silos, automating the mundane, and improving collaboration, work your way. Simplify process.
10
Improve productivity: empowering teams to work how they want, together rather than boxing them into rigid structures or free reign and “good luck with your job” Finding ways to come together in hybrid work environments.
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Who at [ ]can use Coda and/or request a doc maker license?
[ ]
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1
Anyone with a email address can view, comment, and edit Coda docs. Coda charges by the number of docs and page creators. Licenses will be assigned as needed. You can request an upgrade from an editor seat (default) through the doc itself.
2
All employee’s should be a doc maker, and have full functionality of Coda.
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How does someone at [ ]find/log in to Coda
[ ]
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Audience
1
First, head over to and log in via Okta. To get you started, we recommend signing up for 101 and 201 trainings that will teach you the basics and more advanced skills. Coda has tons to offer and clicking around only gets you so far. So don’t feel like you need to self navigate, they have tons of trainings and webinars that you should all take advantage of.
Log in via Okta
2
First, head over to and log in via Google. To get you started, we recommend signing up for 101 and 201 trainings that will teach you the basics and more advanced skills. Coda has tons to offer and clicking around only gets you so far. So don’t feel like you need to self navigate, they have tons of trainings and webinars that you should all take advantage of.
Log in via Google
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Where should users go for questions?
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1
The Coda support team will be your go-to team for day to day usage queries or getting unblocked. You can contact them through the Learn & Help button in the bottom right-hand corner of Coda or by emailing . They are quick to respond and will get back to you within 4 hours (M-F, during business hours). Our is the other place where you will go day-to-day to find like-minded individuals that share the same challenges and opportunities as you, and perhaps have solved them in innovative ways. This is a huge asset for your team.
2
For help with your docs, packs and any learning how to Coda, our is a great resource filled with makers who have built all different sorts of docs. You also can get in touch with the Coda support team for day to day usage queries or troubleshooting questions - you can reach them at support@coda.io.
Coda also has a bevy of other awesome resources I’d recommend you checking out:
Coda also has a program where you can up-level your Coda skills over an immersive 5-week period.
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What are your top 3 favorite Coda features?
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1
Embedding Google docs & sheets right into your Coda doc. It’s like a window into your Google Drive’s soul straight from Coda (and without having to open a billion tabs)
2
True relational database functionality. You can join, link, edit your projects, tasks, ideas in one place and it actually updates everywhere
3
Multiple views of the same information. No more spreadsheets with 30+ columns or clunky filters that let someone else update your rows right as you were about to edit them.
4
Integrations with Jira, Slack, Calendar, Drive, Asana, Salesforce and so many more. Automate getting that status update! Some of them still need to be cleared with our security team, but stay tuned on more information there.
5
Doc and database in one mean that I can have all of my information on the same surface, and don’t have to bounce back and fourth between multiple tabs.
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