Guide to launching Coda with your team

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Specific use case launch

Setup & email comms- use case

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

Question

Type answer below

Pages referenced

*Company name

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*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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What are the name(s) and links of the doc(s) you want to highlight to your company?

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*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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No results from filter

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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

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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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

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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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Everyone has Maker access

All employee’s should be a doc maker, and have full functionality of Coda.

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How does someone at
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find/log in to Coda?

Select one option below.

Select

Audience

Text to copy

First, head over to

Coda.io

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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.

First, head over to

Coda.io

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and login via Google. This will bring you to our company Workspace where all your docs, company docs, and folders can be found.

First, head over to

Coda.io

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and login via Microsoft. This will bring you to our company Workspace where all your docs, company docs, and folders can be found.

First, head over to

Coda.io

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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.

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What are your top 3 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

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)

True relational database functionality. You can join, link, edit your projects, tasks, ideas in one place and it actually updates everywhere

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.

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.

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.

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Stage 1- Use case⁠

Gallery

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) instead.

Setup & email comms- use case

Email communication about Coda

Steps

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

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

How does someone at ⁠find/log in to Coda?

What are your top 3 favorite Coda features?

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

How does someone at
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find/log in to Coda?