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How to add Coda AI to your workflows
How to add Coda AI to your workflows
Hosts
Katy Turner
Product Marketing Manager, Coda AI
Rocky Moon
Product Education Specialist
Agenda
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Dory: Topics for discussion
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1
I work in a digital marketing agency, if there are any tips for planning/strategy/reporting using AI that would be great!!
2
How does Coda AI work in the context of the mobile app?
3
Show select list formula again for Tag?
4
If the bulk of my raw notes/transcripts I want Coda AI to analyze is external to Coda (if my notes are in Google Docs, Dovetail, etc.), what options do I have for using Coda AI to access those text?
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5
How can AI help to create, review, validate formulas?
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6
Can you save prompts in Coda AI? EX: PMM creates prompts, other teams can use them.
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7
can i run ai block via button. because when i share the doc, others don't get refresh button just to try it out. so any inputs on that? (example would be really helpful)
2
8
Do you have a method for extracting data from a summary and transferring it to an existing table, such as a tasks table?
2
9
If you have CODA AI on a full column will it run on rows that are hidden or filtered out? In other words, does it run in all rows are only what is shown?
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10
Could you use AI to create a task for each action item in a different table?
2
11
How can I make AI work well as a marketer?
1
12
Is it easy to undo something Coda AI has created for us?
1
13
How can I use Coda’s AI to create workflow documentation?
1
14
I did the experiment and added the -AI tasks column at it was pretty inaccurate. Doesnt seem it extracted tasks from my notes but mostly “guessed” what tasks are needed based upon some information of my notes. Is this so?
1
15
Is there a way to clear a meeting template with AI? We have a number of cells or areas of our meeting templates in Coda that need to be cleared prior to the next week meeting
1
16
Not to question the coda ai makers, but how accurate is the generated data?
1
17
Is Coda AI's tag function best at tagging information in a specific domain, such as tech or project management? Is it trained to specialize in a certain topic area or perform a certain type of tagging?
1
18
Does Coda effectively implement a brand's tone of voice?
1
19
Are AI Blocks User Specific? Or are they always full use all users in the document?
If I generated something, would other team member see it? Could multiple users use the same AI Block at the same time?
1
20
Is Coda AI using built in-house LLM?
1
21
Is it possible to have Coda AI, go online and conduct Online Research on a given Subject and pull in the Websites or Summary Findings from the research? ie Coda Pack?
1
22
To Rocky and Kathy, in your opinion, how good are the ai summaries and action items from notes? I have seen many demos, but I have never used it so I don’t know if these are summaries that I would trust or if the ai is potentially skipping really important things in the summary
1
23
can i use ai to create a new view from an existing table that applies filters and other changes as i describe in the prompt? for example, i have a table of how many tickets we complete per week and i want a view of that table that shows the monthly summary
1
24
Is there a character limit for the Canvas column that the AI can read? Or can I paste in a full Zoom transcript?
25
If possible, can we go over how the Zoom pack might help with being able to get meeting notes on a whole Zoom Transcript?
26
Can you use AI to score or rank or evaluate an item in a row based on unstructured notes data?
27
Can you use AI to copy information from a document (meeting from a previous week) to a new document so that there is historical information to look back on?
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