Coda AI

Coda AI Tutorial

Coda AI turns your Coda docs into an intelligent assistant that can analyse, summarise, and even generate content right inside your workspace. Think of it as combining the flexibility of Notion with the power of AI, but focused on teams that need workflows, automation, and structured docs. Perfect for startups, project managers, and teams tired of static spreadsheets and endless notes.

Make Money With This 💰

• Freelance Services → Use Coda AI to manage client projects, create reports, and streamline workflows.

• Template Sales → Build custom AI-powered Coda templates (dashboards, CRMs, trackers) and sell them.

• Business Consulting → Offer services to set up Coda AI workspaces for teams.

Use Cases

• Project managers turning meeting notes into timelines and task lists

• Marketers drafting campaign briefs in shared docs

• Teams using AI to auto-classify leads or generate client emails

• Students or freelancers organising research into structured notes

Key Features

• AI column formulas that write, summarise, or classify automatically

• Summarise meeting notes into action items

• Generate text, brainstorm ideas, or rewrite inside docs

• Works with Coda packs for integrations (Slack, Jira, Gmail, etc.)

• Collaboration-first: AI features built for teams

Getting Started

Step 1: Go to Coda.

Step 2: Sign up with Google, Slack, or email.

Step 3: Create a new doc, then click AI in the toolbar.

Step 4: Start prompting directly in your table, doc, or canvas.

Example Prompt

Type (inside Coda doc): “Summarise these meeting notes into 3 next steps and assign owners.”

What you’ll see: AI generates a clean action list directly inside the table, ready for task tracking.

Tool Snapshot: Pros & Cautions

Best if: your team already lives in docs and spreadsheets and you want AI to automate workflows.

Not ideal if: you only need simple AI copywriting — tools like Jasper or Copy.ai are faster for that.

Pricing Snapshot

• Free Plan: includes basic docs with limited AI credits

• Pro Plan ($10/month): unlimited docs, more AI usage

• Team Plan ($30/month per doc maker): collaboration and advanced features

• Enterprise: custom security and controls

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