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Process mapping workbook
  • Pages
    • Introduction
      • Brainstorming
        • Exercise 1 - Identify a process
        • Exercise 2 - Make your roster
        • Exercise 3 - Add tasks
        • Exercise 4 - User stories
      • Sequencing
        • Exercise 5 - Create a timeline
      • Inputs and outputs
        • Exercise 6 - Task deep dive
      • Transitions
        • Exercise 7 - Methods and triggers
      • Reporting
        • Exercise 8 - Required reports
      • Quality check
        • Exercise 9 - QA data
      • celebrate
        Checkpoint
        • Process Summary
      • Access and security
        • Exercise 10- Data permissions
      • Tooling
        • Exercise 11- Design a solution
      • icon picker
        Next steps
Process mapping workbook
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Your process is mapped, and now you are ready to begin creating solutions to power it.
How you proceed now depends on how you’re feeling in two categories: the strength of your process and your ability to build a solution for it.

Start building your doc

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Resource hub
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Check out our resource hub for templates, tutorials and building guides.


Discuss options with a CSM*

Email
support@coda.io
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to schedule.
Customer Success Managers (CSM) are available to discuss which parts of your process are possible in Coda. They can also direct you to the resources that will ensure a successful Coda implementation.
*Only available on Enterprise plans

Discuss your process with a Coda Partner

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Bringing in a Coda expert to assist in refining your business process can be a game-changer. A Coda expert can offer a fresh perspective on your existing business processes and help you optimize them to achieve your goals more efficiently.

Work with a Coda Partner for co-building support

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Learn more
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When faced with a complex use case in Coda, it can be incredibly helpful to hire a Coda Partner to help co-build the solution. They can help with troubleshooting, identifying potential roadblocks, and providing solutions to overcome them. By working with a partner, you ensure that your use case is built efficiently and effectively, saving you time and resources in the long run.

Work with a Coda Partner for a full build

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Learn more
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Hiring a Coda expert to build an entire use case for you can be a game-changer for your business. With their expertise in building custom workflows, automating processes, and integrating various tools, a Coda expert can save you time and money by streamlining your operations. Not only can they create a functional and efficient use case tailored to your specific needs, but they can also provide ongoing support and updates as your business evolves.


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