3. Task assistance
Task assistance includes more than just accomplishing one small task at a time, but creating an automated solution that allows your team to fully offload a series of items, on an ongoing basis.
As mentioned earlier in this doc, once your team finishes one task, there’s usually another on deck. For example, if you’re a sales rep who spoke with a customer, you might next need to log call notes, or send follow up emails. Often, teams use specialized tools for parts of a workflow, for example, logging call notes in Salesforce, and sending action items through Slack. Coda’s
ecosystem allows you to sync in data from, or send updates to, hundreds of tools. Therefore, Coda AI can reference data brought in from other tools, and then create new content you can share inside and outside of Coda.1. Getting insights from data in other tools
Many teams use specialized tools for parts of a workflow, and Coda’s
ecosystem allows you to sync in data, making it possible to apply any of the or examples using it as context. For example, you can sync in data from Google Calendar and Salesforce, and set up an AI block to give specific insights, like what to prioritize.
2. Sending AI-generated content to other tools
Coda AI can use any information in your doc as context, including data brought in from other tools. When you want to share AI-generated content outside of Coda, add a button to send with one click, or an automation to do it regularly. For example, you can use Coda AI to summarize weekly Jira issues, and automatically send these updates to your team in Slack.
It’s been really exciting to see how our customers are using Coda AI as a connected AI work assistant to create automated workflows. While this is different for every team, here’s a closer look, using sales and product teams as examples.
An AI solution for sales teams
With Coda AI automating many customer call follow-up items, sales reps can spend that time actually speaking with more customers, or focusing on account strategy.
Based on call notes, Coda AI can:
An AI solution for product and engineering teams
Within Coda, you can create Jira issues, tag them, and push updates back to Jira tasks—without paying for extra licenses or bugging a developer.
Answering questions about your Jira issues, or brainstorming next steps.
Generating Issue summaries that can get sent to Slack automatically.
More examples
Other ways Coda AI can integrate with data from other tools to help with your workflows.
Now that you’ve explored Coda AI for writing, knowledge and task assistance, here’s more resources to help your team get started: .
Previous: Knowledge assistance use cases
Next: Resource appendix
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