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Getting started with Coda AI

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Getting started with Coda AI

New to Coda?

Check out to learning Coda and for a “fundamentals of Coda” webinar.

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for our webinar on “how to add Coda AI to your workflows”
Coda-led demos and workshops also available for enterprise customers.

Tips for implementation

Reframe initial expectations, and start small. Instead of thinking of AI a magic wand that can solve everything immediately, start with simple tasks and celebrate the small wins, including opportunities to save a few minutes at a time. By encouraging colleagues to practice shorter prompts, they’ll see initial value, and will start to feel comfortable writing longer prompts and using AI for more complex tasks.
Communicate updates, and invite feedback. Encourage teams to explore Coda AI and report back on how it impacts their work. By opening up a feedback channel from the beginning, you’ll get more visibility into usage throughout the adoption process.
Encourage cross-functional collaboration. Offsites and hackathons provide a creative environment, and often bring together teams that don’t typically collaborate. Dedicate time to exploring AI applications, so co-workers can foster new ideas and spread best practices.
By celebrating the small wins, and fostering a learning environment, teams can see initial impact from AI, which can then lead to more and more value-driving scenarios. There’s also opportunity for users to learn from each other.
Establish an AI committee. Creating a cross-functional AI committee or a “tiger team” can leverage the expertise and enthusiasm of early adopters. Many might see this as a way to gain visibility across their org, or to learn a new skill, so will be excited to volunteer.
Encourage participation in trainings. Join one of our and learn how to add Coda AI to your workflows.
One-off support. Encourage teams to reach out at We’re here to help!

Tips for writing prompts

Note: If you are testing a prompt using Coda AI for the first time, use it on a small amount of data first—for example, in a table with 2-3 rows, or apply the prompt to one paragraph at a time.
Other helpful resources:
(applicable to an AI-based tool)

1. Start simple.

Be patient and think of prompt writing as a new skill. By testing and assessing what works best, you’ll feel increasingly comfortable!
Try the simplest version of what you’d like it to do first, then add more guidelines and examples to fine tune. Over time, you’ll get a feel for the input/output so can jump ahead to more complex examples.
For example:
Write a blog announcing our new image editing feature.
Write a blog announcing our new image editing feature, based on the notes found on this page: @Image editor details.
Write a blog announcing our new image editing feature, based on the notes found on this page: @Image editor details. Highlight its ease of use.
Write a blog announcing our new image editing feature, based on the notes found on this page: @Image editor details. Highlight its ease of use. The action item is to sign up for a free trial.

2. Provide context and a goal

Think about AI as a robot coming to earth and learning everything for the first time. Be blunt and specific, telling it exactly what you want to do.
Tell AI how the content will be used, such as a blog post or email, and define your target audience if possible.
Indicate tone, style or other nuances.
For example:
My goal is to get the customer to book a call with me.
I am trying to deliver bad news in an empathetic way.
I am trying to get more people to adopt dogs.

3. Give it a persona

Tell AI to write in the specific style of someone, or based on a given role.
For example:
I am a sales person
I am an investor
Write similar to how a president gives an official address
I am a customer service rep empathetic to customer needs

4. Give examples

Provide 1-2 starter suggestions.
For example:
Give me ten more taglines, similar to “the game-changing application.”
Write ten examples of a friendly opening sentence of a speech, like “thank you all for being here.”

5. Define format

Indicate length, e.g. 50 words or less.
Give example of preferred output (bullets, sentence, H2 header).
For example:
Keep it 100 words or less.
Write 5 succinct sentences.
Each sentence should be 15 words or less.

A few things to keep in mind as you’re writing prompts:

While AI tries its best to provide accurate information, it's always a good idea to fact-check important information. AI can sometimes confidently produce inaccuracies or outdated information.
Although Coda AI can generate tables and format text like headers, bold, and italics—it can’t yet add certain Coda specific building blocks like callouts, Packs, formulas.
AI models operate based on patterns and data they have been trained on. Coda AI only knows more context if you choose to highlight it, or specific a doc, page, or table in your prompt instructions.
AI models are not connected to the internet. They rely solely on the information and data they have been trained on, which may not be up to date or comprehensive.
There are limits on how much text Coda AI can use as part of any prompt and its references. A rough guide is to try to keep your input to <10,000 words. We hope to increase this limit soon and if you are seeing any error messages, try to reduce the size of your input. For example, you can highlight specific text and then apply the AI prompt instructions, or you can move some of the content into another column or page.

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