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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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Prompts based on existing data in Coda


When building your prompt in Coda, think about what you want to do with the information. AI does best with clear intent and direction. In the example below, we take the column “Use Case Name” and ask progressively more complex questions about it to help us build a table with insights around Coda use cases and how they might be used effectively. In new columns, we add on additional details and prompts related to the original “Use Case Name” column.
The result is information all related to the original column, but unique based on the specific output we had requested from Coda AI
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Column: Use Case Purpose Prompt: what purpose does [@ Use Case Name] serve for either an individual or a company?

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Column: Pain Points Use Case Solves Prompt: create a bulleted list of pain points that someone might be looking to solve for with [@ Use Case Name]

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Column: Roles That Use This Use Case Prompt: create a bulleted list of what individual job titles would use [@ Use Case Name] most often

Single Column Prompt
3
Use Case Name
Use Case Purpose
Pain Points Use Case Solves
Roles that Use This Use Case
1
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
No results from filter
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Incorporating AI and Coda Data Together
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