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AI Prompts in Coda
Creating AI Prompts with Coda AI
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Creating AI Prompts with Coda AI

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Incorporating AI and Coda Data Together


Once we have built out some initial prompts and had AI fill in the details, we can add on prompts to ask AI to use it’s own information, plus our data.
In the example, we now can ask AI to evaluate the information in the Pain Points column to generate reasons for why creating a doc based on this use case would be effective in Coda. ​Something important to note here: I’ve not included any context on the “why” around what Coda does. What AI will do here is fill in details on what it knows about the use case itself. My goal here was to get the AI to include more information about what the use case does, so I can fill in details in my own messaging.

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Column: Demonstrating Value Examples Prompt: use [@ Pain Points Use Case Solves] to create a bulleted list to explain why [@ Use Case Name] should be built on Coda


Combining AI Output and Coda Data
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Use Case Name
Use Case Purpose
Pain Points Use Case Solves
Roles that Use This Use Case
Demonstrating Value Examples
Funny Email Openers
Funny Email Subject Lines
Email Opener Evaluation
Subject Line Evaluation
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Account Plan/ Success Plan
The Account Plan/ Success Plan use case serves the purpose of guiding an individual or a company in achieving their goals and objectives by outlining specific actions and strategies to be implemented. It helps to ensure that all parties involved are on the same page and working towards the same end result.
Difficulty in identifying key accounts
Lack of visibility into customer health and engagement
Inability to track progress towards account goals
Limited understanding of customer needs and pain points
Inefficient communication with key stakeholders
Inconsistent approach to account management across teams
Difficulty in scaling account management efforts
Inability to effectively prioritize accounts and allocate resources.
Account Manager
Customer Success Manager
Sales Representative
Business Development Manager
Account Executive
Building Account Plan/Success Plan on coda can help address difficulty in identifying key accounts by providing a centralized platform for account information.
Lack of visibility into customer health and engagement can be solved through the use of metrics and tracking tools in coda.
Inability to track progress towards account goals can be resolved by setting up a system for goal tracking and progress updates in coda.
Limited understanding of customer needs and pain points can be improved through the use of customer feedback and surveys in coda.
Inefficient communication with key stakeholders can be addressed by using coda's collaboration and communication features.
Inconsistent approach to account management across teams can be resolved by creating standardized processes and templates in coda.
Difficulty in scaling account management efforts can be solved by using coda's automation and scaling features.
Inability to effectively prioritize accounts and allocate resources can be addressed by creating a prioritization system and resource allocation plan in coda.
"Greetings, future millionaire!”
"Hello [Client Name], ready to take over the world with our plan?”
"Good day, [Client Name]! Let's make your success our success.”
"Hi there, [Client Name]! Let's achieve greatness together.”
"Hey [Client Name], let's kick some account plan butt!”
"A Plan so Good, Even Your In-Laws Will Love It!”
“Success is in the Plan-ning”
"The Ultimate Guide to Winning at Success Planning”
“Account Planning: Your Key to World Domination”
“Don't Fail at Account Planning: Tips and Tricks Inside”
"Success Planning: Because Flying by the Seat of Your Pants is Overrated”
“Account Planning: The Secret Sauce to Success”
"Success Planning: The Roadmap to Your Dreams”
"Greetings, future millionaire!” - may be effective for Sales Representatives and Business Development Managers who are looking to pitch a high return on investment opportunity to the client.
"Hello [Client Name], ready to take over the world with our plan?” - may be effective for Account Managers and Customer Success Managers who are looking to build a strong relationship with the client and establish trust.
"Good day, [Client Name]! Let's make your success our success.” - may be effective for Marketing Analysts who are looking to show that they understand the client's needs and are committed to helping them achieve their goals.
"Hi there, [Client Name]! Let's achieve greatness together.” - may be effective for all roles listed, as it is a positive and collaborative message.
"Hey [Client Name], let's kick some account plan butt!” - may be effective for Sales Representatives who are looking to motivate the client and show that they are committed to achieving results.
"A Plan so Good, Even Your In-Laws Will Love It!” - Likely to be effective for all roles except Marketing Analysts.
“Success is in the Plan-ning” - Likely to be effective for all roles except Marketing Analysts.
“The Ultimate Guide to Winning at Success Planning” - Likely to be effective for all roles except Marketing Analysts.
“Account Planning: Your Key to World Domination” - Likely to be effective for Account Managers, Business Development Managers.
“Don't Fail at Account Planning: Tips and Tricks Inside” - Likely to be effective for Account Managers, Business Development Managers.
"Success Planning: Because Flying by the Seat of Your Pants is Overrated” - Likely to be effective for all roles except Marketing Analysts.
“Account Planning: The Secret Sauce to Success” - Likely to be effective for Account Managers, Business Development Managers.
"Success Planning: The Roadmap to Your Dreams” - Likely to be effective for all roles except Marketing Analysts.
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