12 min read

How to empower your team with Coda AI

Coda AI helps your team be more strategic, be more collaborative, and do more together.

Don’t let busywork control your day.

Despite working hard, it’s easy for the day to slip by without accomplishing any strategic or important goals. Whether it's tedious, repetitive tasks, communication breakdowns, or searching for key information, these challenges can really take a toll on your team’s motivation and performance.

Coda AI: Your work assistant.

Designed for the future of work, Coda AI lets you delegate repetitive tasks, rethink content creation, and get insights faster. So that teams can:

Focus on the most time sensitive and high priority work, even as this shifts across the team.
Be empowered to prioritize longer term and strategic work.
Simplify communication, making collaboration easier.

What’s in here.

What you’ll get

Visibility into your team’s action items.
Automate your tedious tasks.
Inspiration for making team collaboration easier.

What you’ll use

Coda AI for meetings
Coda AI for insights
Coda AI for team productivity

Let’s explore some examples of how Coda AI can help you finish tasks faster and make collaboration easier.

1. Make meeting follow-up easier.

What’s the difference between a productive meeting and a waste of time? Often, that’s decided by what happens after a meeting, whether that’s making sure each team member completes next steps, or shares critical updates to other teams. As explored in our meetings guide, your team can run meetings more efficiently with Coda, making it possible to get the most out of your live time together. And Coda AI can help your team stay on track by generating action items and summaries. So whether you are trying to refresh your memory of a prior topic, or are a collaborator keeping an eye on progress, Coda AI makes it easier to follow up on any outcomes of the meeting.

Action items or summaries by topic.

What’d we decide in that meeting again? After a few days, it’s easy to forget the details of a previous meeting, and to recall what each team member said they would do. With Coda AI block, you can create summaries and pull out action items as a checklist, making it easy to hold each other accountable, and to dig back into important decisions. Also, if you are on another team, you use AI block’s summary to check if a specific topic was discussed, including those that impact your work.

Action items.

If you have a table with one row per topic, you can add a column to extract action items as checkboxes, or to summarize the notes.

Press the add column button to add a blank column.
Choose the AI column type.
In your prompt, write something like “List action items from” and then select the @ (next to the fill button) to reference the notes or other column.
Choose Checkboxes as the type.

Summaries.

Press the add column button to add a blank column.
Choose the AI column type.
In your prompt, write something like “Summarize” and then select the @ (next to the fill button) to reference the notes or other column.
Choose your desired length, tone and type.

Action items or summaries across all topics.

If your team takes notes on a table or a page, you can create an AI block to generate summaries or find action items. Summary.

Type “/”.
Select Summarize.
In your prompt, @ reference the table or the page that contains your notes.
Choose your desired length, tone and type.

Action items.

Type “/”
Select Find action items from.
In your prompt, @ reference the table or the page that contains your notes.
Choose your desired length, tone and type. We recommend checkboxes.

2. Coda AI for insights.

Often, teams make decisions based on insights, which can take many forms—such as sales calls with customers, support tickets, or social media comments. It can be difficult to collect and learn trends across these insights, and often a tedious process. With Coda AI’s help, you can now quickly turn feedback into data, to help you make smart decisions, faster.

Using Coda AI to apply tags.

Using Packs, you can bring in data from sources like Zoom or Intercom, or create a form to submit feedback that gets populated into a table. Coda AI can then tag this feedback:

Press the add column button to add a blank column.
Choose the select list column type, and then add all of the relevant tags.
Choose the AI column type.
In your prompt, ask AI to tag any product feedback, and @ reference the column that contains the feedback.

Note: Now that you’ve applied tags, you can create a chart view of the table, making it easier to view trends.

Using Coda AI to summarize feedback.

At the row level, you can extract feature feedback from any notes, transcripts or submissions.

Choose the AI column type.
In your prompt, write something like “Summarize any product feedback found in” and then select the @ (next to the fill button) to reference the notes or other column.
Choose your desired length, tone and type.

You can also generate a summary of feedback found in a table or on a page.

Type “/”.
Select Summarize the most common feedback from. You can edit this prompt to say anything, such as “Summarize feedback on a new image editor feature”.
In your prompt, @ reference the table(s) or the page(s) that contain the feedback
Choose your desired length, tone, and type.

3. Coda AI for team productivity.

Regardless of what team you are on, Coda AI can help you finish tedious tasks and focus your energy on strategic and important goals instead. Let’s explore a few examples.

Draft and send customized emails.

With Coda AI, you can draft customized emails based on any criteria. If you connect the Gmail Pack, you can send from your doc.

Choose the AI column type.
In your prompt, write something like “create a sales email about a new image editor feature”.
Then us the @ (next to the fill button) to reference the recipient, their title, notes, or other columns.
Choose your desired length, tone and type.

Create a brief, quickly.

With Coda AI, you can create a brief based on other context in your doc—so you can get feedback faster.

In the canvas, type “/”.
Select one of the AI prompts. You can edit this prompt to say anything, such as “Create a brief for a new image editor feature using feedback from...”
In your prompt, @ reference the table(s) or the page(s) that contain the feedback
Choose your desired length, tone, and type.

Generate options, and then vote on them.

Coda AI can create a table of options that your team can upvote or downvote.

In the canvas, type “/”.
Select one of the AI prompts. Edit this prompt to say something like: “Make a table with 20 names for the new image editing tool on...”
In your prompt, @ reference the table(s) or the page(s) that contain the feedback
Choose your desired length, tone, and type.

When you're finished, you should see something like this:

Now what?

Put your work assistant to, well, work—so your team can focus on high priority work, be empowered to prioritize strategic work, and simplify communication for easier collaboration. For more examples, explore the Gallery or use one of our templates below to get started:

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