Coda AI + Salesforce
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Coda AI + Salesforce
Coda AI + Salesforce

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Personalized emails

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Create personalized emails with Coda AI.

In this example, Coda AI uses the call notes to create personalized follow-up emails. The table below is a view of the table on
Call notes
⁠
. You can make any edits to the subject line and email draft before you send.
You can also sync in Salesforce contacts and use other details like title, company name, and contact notes to create emails for cold outreach—
this doc
⁠
shows an example of that!
View of Acme Contacts
1
Connect your account to refresh data from Salesforce.
First name
Last name
Search
Report record
First name
Last name
Title
Call date
Topic
Notes
AI summary
Subject line
AI follow-up email
Email
Send email
1
Deedee
Herd
Product Manager
7/14/2023
Team Documentation Hub
Open
Deedee, a Product Manager, wants to create a team hub to track all their team's documentation and best practices, exploring options to organize and share information.
"Follow-up on Coda and Slack integration resources”
Open
jen@acme.com
Send email
2
Miko
Gass
Program Manager
8/17/2023
Coda for team onboarding
Open
Miko wants to purchase Coda for project tracking and onboarding new team members, and is interested in its features and pricing, with plans to provide feedback.
"Follow-up on Coda: Templates and Resources Sent, Contract Pending Signature”
Open
qi@acme.com
Send email
3
Bianca
Barry
Recruiting Director
8/24/2023
Coda Day Planning
Open
Bianca is eager to increase usage of Coda, planning a Coda day and suggesting a Slack channel for questions, with interest in involving the recruiting team and providing swag.
"Follow-up on Coda Adoption Plan - Slack Channel, Email Copy, and Swag”
Open
zen@acme.com
Send email
4
James
Hastings
Sales Director
9/21/2023
Sales Strategy Platform
Open
James heads a sales team using various tools, but struggles to coordinate account strategy; he discovered Coda's account plan template and wants to switch to it.
Follow-up on Coda Solution for [James's Team]
Open
reedfake@acmecorpfake.com
Send email
5
Mary
Barra
Designer
10/12/2023
Design Collaboration with Coda
Open
Mary Barra's design team seeks an ideal platform for design collaboration and project tracking, and is considering Coda due to its ability to embed tools like Figma.
Coda Solution for Design Team Collaboration - Figma Integration Examples
Open
maryfake@acmefake.com
Send email
6
Indra
Nooyi
HR Director
10/20/2023
Coda for Account Planning
Open
Indra Nooyi wants to replace multiple tools with Coda, finding it a clear way to rally and devise account strategies, integrating with Salesforce data.
Email subject: Follow-up on Coda usage for team's account strategy
Open
indrafake@fakeacme.com
Send email
7
Safra
Catz
Product Marketing Manager
10/31/2023
Marketing Collaboration on Coda
Open
Safra Catz is interested in using Coda as the main platform for marketing collaboration and project tracking, replacing Google Sheets, Confluence, and Salesforce.
Coda Marketing Collaboration Follow-Up
Open
ericfake@acmefake.com
Send email
There are no rows in this table
⁠

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