How to Use Coda AI

Getting started with Coda AI

In this guide, you'll learn how to set up your Coda AI account and create your first document that combines text, tables, and automation. By the end, you'll be able to harness the power of Coda AI for your projects.

Step 1: Sign up and set up

1. Go to coda.io.
2. Click on the "Sign up for free" button at the top right corner.
3. Choose to sign up with your Google account or enter your email and create a password.
4. Once signed in, you’ll be directed to the dashboard. Familiarise yourself with the layout, including the "New Doc" button on the left sidebar.

Step 2: Your first document

1. Click on the "New Doc" button to create a new document.
2. Start by adding a title at the top.
3. Click in the body area and type some text. To add a table, type "/table" and select "Table" from the dropdown.
4. Enter data in your table by clicking on cells and typing.
5. To add AI capabilities, click on the "Coda AI" button located in the toolbar (it looks like a magic wand).
6. Select a task, such as "Summarise this text" or "Generate a list," and follow the prompts.

Step 3: Get better results

• Use templates: Click on "Template Gallery" in the left sidebar to explore pre-made documents that you can customise.
• Enhance your tables: Use formulas by clicking on a cell and typing "=" to access functions, helping you automate calculations.
• Set up automations: Click on the "Automations" tab in your document to create rules that trigger actions based on changes in your tables.

Pro tip

Take advantage of the "Pack" feature by clicking on the "+" icon in the toolbar. Packs allow you to connect Coda to other apps (like Google Calendar or Slack) for enhanced functionality and data integration.

Common mistake to avoid

Avoid overcomplicating your document with too many tables and formulas right away. Start simple, then gradually add complexity as you become more comfortable with the platform.