Coda AI: Everything you need to know

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Coda AI: Everything you need to know

2. Knowledge assistance

Knowledge assistance includes different types of insights: a summary, an ongoing analysis, a quick answer, or simply getting the link you need to learn more.

Getting insights from your data, including answers to specific questions, or AI tags that can create charts and dashboards.

Asking questions about your content, like vacation or PTO policies.

Finding the resource you need, such as a link to the image library or latest meeting notes.

The ability to “get an insight” means something different to every team, and usually changes multiple times a day. Many AI-enabled tools can put together high-level summaries instantly. However, you often need to go beyond a quick look, and understand key pieces of feedback, specific decisions, or pull out strong sentiment.

Coda AI was designed to provide different types of knowledge assistance, with a feature set that lets you choose a deep analysis, or the high-level trends—and everything in between. To put it another way, you might want the 10-foot, 1,000-foot or the 10,000-foot level view, depending on what you need to make a decision.

As you explore these examples (and any AI tool), think about the altitude and types of insights that you’d find most valuable, and if you are currently able to access these quickly.

Coda AI allows you to collect all knowledge in one place and present it in any convenient form.

-Researcher, Enterprise customer

1. Answering questions

I’ve spoke with many makers who, like me, are constantly trying to find a resource, revisit a previously discussed topic, or make sense of dense information. Whether you’re a new hire exploring company policies for the first time, or a tenured employee trying to figure out next steps from meeting notes, Coda AI can answer questions about content across your doc.

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Coda AI can answer questions about company policies, team rituals, and share links where you can learn more.

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Coda AI can help you revisit past discussions or dense material you are reviewing for the first time.

2. Creating fresh summaries (and more!)

Sometimes you just want the latest high-level summary. Other times, you want the latest view of something specific: action items, customer quotes, trends, and more. Either way, you can use Coda AI block to get a refreshable look at any themes or topics you’re interested in.

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The latest insight into the top requested feature, why customers want it, and two quotes from transcripts.

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Pulling out action items and summaries from weekly team meetings.

3. Generating dashboards

While data analysis can be very important, it can also be extremely tedious. In years past, I’ve spent hours and hours tagging survey data, so we can look at different cuts of customer feedback. If this is a familiar scenario, then Coda AI could change how you review your data. You can add AI-generated tags, sentiment, and row level summaries, which makes it easy to filter data down or create dashboards.

We were sitting on hundreds of customer requests that nobody had ever actually looked at. I created a Jira table sync that pulls in all of the customer tickets... and an AI column to auto-tag all of these issues, like “what’s a hot topic?”

It’s actually been like pretty life changing because, it was just so much information that I could not deal with on my own.

- Product Manager, Enterprise Customer using Coda AI

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In the example above, you can add AI-tags and create a connected bar chart within minutes—explore

this doc⁠

to see how.

As you harness these insights, Coda AI is ready to help you translate data into actionable knowledge, empowering your team to make informed decisions with clarity and confidence.

Now that you have insights, how would that change your team’s to-do list? Let’s explore

Coda AI for task assistance⁠

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Previous: Writing assistance use cases.

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1. Writing assistance⁠

Next: Task assistance use cases.

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3. Task assistance⁠

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