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Guide to launching Coda with your team
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Guide to launching Coda with your team
Workspace OS launch

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Setup & email comms- OS

Email communication about Coda

One crucial aspect of launching Coda is an official announcement to the team(s) using Coda. We’ve created email templates for each stage that makes this easy for you to customize to your liking. You can find these on each stage page in this doc. The information provided in the tables below will power the rest of this doc as well as your email templates. This is important, as this doc will turn into a Coda Hub to assist in launching Coda. You can see the pages where the information will be referenced in the “pages referenced” column.

Steps

Fill out the information/make your content selections below.
Consider picking a specific webinar times, or plan some synchronous time to launch Coda and include that in the “getting started” section.
Copy the content for each final email and paste into your email client!
*Indicates a required field
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1-c

Fill out the “Type answer below” column for each row.

Question
Type answer below
Pages referenced
1
*Company name
​
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How we use Coda
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Stage 1- Operating system
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Stage 2- Operating system
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Stage 3- Operating system
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2
*Who is the best internal person or contact channel (Slack, Teams, Email) for your company to connect with for Coda questions?
​
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Coda Hub
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Stage 1- Operating system
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Stage 2- Operating system
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Stage 3- Operating system
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3
What are the name(s) and links of the doc(s) you want to highlight to your company?
​
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How we use Coda
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Stage 1- Operating system
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Stage 2- Operating system
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Stage 3- Operating system
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4
*How are you using Coda?
Create a blurb to be included with a video. Our
version
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will be included unless you create your own video.
To use your own video, delete the current one from the email copies.
​
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How we use Coda
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Stage 1- Operating system
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Stage 2- Operating system
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Stage 3- Operating system
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No results from filter
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2-c

Who at
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can use Coda and/or how you will manager requests a doc maker license?

Select one option below or deselect the checkbox and add your own option to your final copy.
Select
Audience
Text to copy
1
Maker billing- Instant Approval
Coda has two roles, makers and editors. Coda charges based on the number of doc makers.
Doc Makers have the ability to create & manage docs, pages, and folders in the workspace, and use Coda AI. You can become a Maker by creating a new doc or adding a page to an existing doc.
Editors can do most things a maker can do besides creating & managing docs, and using Coda AI. Anyone with a email address can view, comment, and edit Coda docs. Being an editor does not relate to “editing” sharing permission. More to come on that.

To learn more about the different roles and their abilities,
check out this comprehensive article
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.
2
Maker billing- 7 day
Coda has two roles, makers and editors. Coda charges based on the number of doc makers.
Doc Makers
have the ability to create & manage docs, pages, and folders in the workspace, and use Coda AI.
You can request to a doc Maker trial for 7 days by creating a new doc or adding a page to an existing doc.
Your admin will approve or deny your maker request during this time so use it wisely!
Editors
can do most things a maker can do besides creating & managing docs, and using Coda AI.
Anyone with a email address can view, comment, and edit Coda docs.
Being an editor does not relate to “editing” sharing permission. More to come on that.
To learn more about the different roles and their abilities,
check out this comprehensive article
⁠
.
3
Maker billing- manual
Coda has two roles, makers and editors. Coda charges based on the number of doc makers.
Doc Makers have the ability to create & manage docs, pages, and folders in the workspace, and use Coda AI. You can request to a doc Maker by creating a new doc or adding a page to an existing doc. Your admin will approve or deny your maker request.
Editors can do most things a maker can do besides creating & managing docs, and using Coda AI. Anyone with a email address can view, comment, and edit Coda docs. To learn more about the different roles and their abilities,
check out this comprehensive article.
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4
Everyone has Maker access
All employee’s should be a doc maker, and have full functionality of Coda.
There are no rows in this table
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3-c

How does someone at
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find/log in to Coda?

Select one option below or add your own.
Select
Audience
Text to copy
1
Log in via SSO
First, head over to
Coda.io
⁠
and click get started to log in via SSO. This will bring you to our company Workspace where all your docs, company docs, and folders can be found.
2
Log in via Google
First, head over to
Coda.io
⁠
and login via Google. This will bring you to our company Workspace where all your docs, company docs, and folders can be found.
3
Log in via Microsoft
First, head over to
Coda.io
⁠
and login via Microsoft. This will bring you to our company Workspace where all your docs, company docs, and folders can be found.
4
Log in via Emai
First, head over to
Coda.io
⁠
and login by putting in your work email. This will eventually bring you to our company Workspace where all your docs, company docs, and folders can be found.
There are no rows in this table
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4-c

What are your favorite Coda features?

Select three features to promote to your team. Don’t see your favorite feature? Click the “+” icon at the bottom of the table.
Select
Text to copy
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 means that I can have all of my information on the same surface, and don’t have to bounce back and fourth between multiple tabs.
There are no rows in this table
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Stage 1- Operating system
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