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George Apostolov

John Doe

Mark Dinn

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2cfba98365d086570573/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Coda doc.</li>
 <li>Navigate to the table.</li>
 <li>Click the '+' button to add a new column.</li>
 <li>Rename the column and select a column type.</li>
 <li>By following these steps, you can easily add columns to your table in Coda doc.</li>
</ol>

How to Add Columns to a Coda Table

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2cfda98365d0865705c2/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to Coda.io and open the document you want to add comments.</li>
 <li>Go to the section you want to add a comment.</li>
 <li>Highlight the text you want to comment on.</li>
 <li>Click the comment icon that appears.</li>
 <li>Type your comment in the empty field. </li>
 <li>Click 'Send' to confirm.</li>
 <li>That's it! By following these steps, you can add more comments in a Coda doc. </li>
</ol>

How to Add Comments in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2d94d673bd5aa8e5f3ea/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Coda document where you'd like to add a divider.</li>
 <li>Place your cursor exactly where you want the divider to appear in your document.</li>
 <li>Click the + icon in the left margin or type / to open the command menu.</li>
 <li>Select 'Line separator' from the menu. This adds a visual break to organize your content into distinct sections.</li>
 <li>Customize your divider by clicking on it and using the 'Style' options to change thickness, color, or pattern to match your document's look.</li>
 <li>Voilà! A horizontal line now appears in your doc, creating that clean separation you were looking for.</li>
 <li>You've successfully added a divider! Drag the handles to adjust width, or simply click elsewhere to continue working on your document.</li>
</ol>

How to Add Dividers in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2dd7d673bd5aa8e5f9f1/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on the add icon to embed videos.</li>
 <li>Click 'File' into a blank line on the page,</li>
 <li>Select the file option, and choose your GIF.</li>
 <li>After attaching the file, you can choose how it's displayed: inline, as a title, in a card, or as an embed.&nbsp;</li>
</ol>

How to Add GIFs in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2e05d673bd5aa8e5fde4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to your Coda document.</li>
 <li>From your Coda document, click the Coda icon in the top left corner to navigate to your workspace.</li>
 <li>Select your preferred icon.</li>
 <li>By following these steps, you can easily add icons to your Coda doc. </li>
</ol>

How to Add Icons in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2e91d673bd5aa8e6082d/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to Coda.io and open the document where you want to add pages.</li>
 <li>On the left panel, you'll see a list of pages. Click on it. </li>
 <li>Click the '+ New page' button next to Pages to add a new page.</li>
 <li>After clicking '+ New Page', type a page title. Press 'Enter', and your new page is ready.</li>
 <li>By following these steps, you can structure your Coda doc efficiently.</li>
</ol>

How to Add Pages in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2eb9d673bd5aa8e60c43/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Coda doc.</li>
 <li>Go to your table.</li>
 <li>Scroll to the bottom of the table and click the add icon to add a new row.</li>
 <li>A new row will appear and you can start entering data.</li>
</ol>

How to Add Rows to a Coda Table

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2ebdd673bd5aa8e60cbe/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to Coda.io and open the document where you want to add subpages.</li>
 <li>On the left panel, you'll see a list of pages. Click on it. </li>
 <li>Click the ellipsis icon next to the Coda doc.</li>
 <li>Select 'Add Subpage' to create a nested section.</li>
 <li>Select 'New page'. </li>
 <li>With these methods, you can structure your Coda doc like a pro.</li>
</ol>

How to Add Sections in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f00d673bd5aa8e612c2/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on 'Blank doc' to begin creating a new document.&nbsp;</li>
 <li>Click anywhere in your Coda doc and start typing. Press 'Enter' to start a new line.</li>
 <li>Write something by adding content to your first Coda doc.</li>
 <li>You can type directly into the doc like a normal document or use /commands to insert elements.</li>
 <li>Change text to headings, lists, quotes, callouts, or code blocks.</li>
 <li>Highlight text to display the formatting toolbar.</li>
</ol>

How to Add Text in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f60d673bd5aa8e61a42/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside your Coda doc, find and click the 'Insert' button.</li>
 <li>Choose 'Grid' from the list of options.</li>
 <li>After that, finalize the number of columns based on the parameters you want to include. Simply click 'Add Column' to insert as many columns as you need.</li>
 <li>On the one hand, click 'Add Row' to insert as many rows as you need.</li>
 <li>Add column labels next. To do that, go to the column header and click the cell. Type the label or paste it from LinkedIn's analytics dashboard.</li>
 <li>Do the same thing for the rows. If you're using the columns for the metrics, then label the rows with unique names that indicate the LinkedIn posts you want to monitor.</li>
 <li>Following that, highlight the column header and click 'Text Formatting' or 'Cell Color' to customize the style of the selected cells.</li>
 <li>Do the same thing for the row labels if you want to change their default styles, too.</li>
 <li>One by one, encode the data into the table. You can type the details manually or paste them from LinkedIn's analytics dashboard.</li>
 <li>Once done, highlight the cells that contain the data and then customize them using the options in the floating bar. Edit the text format and the cell color based on your preference.</li>
 <li>Finally, the table containing the analytics data of your LinkedIn posts will be created and added to your Coda doc. Use the listed figures to analyze the performance of each post.</li>
</ol>

How to Analyze the LinkedIn Post Performance in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f94d673bd5aa8e61e5a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click the “+” button and select "Table."</li>
 <li>Name it "Task Tracker" (or any preferred name).</li>
 <li>Add columns for Task Name, Assigned To, Due Date, and Status.</li>
 <li>Click a cell in the Assigned To column and select a person from your team.</li>
 <li>Click on "Filter."</li>
 <li>Set it to show only tasks where "Assigned To = User()" (so each person sees only their tasks).</li>
</ol>

How to assign tasks in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2fa3d673bd5aa8e62061/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Make's main dashboard, click 'Create a New Scenario' at the top-right corner.</li>
 <li>Choose your preferred data source from the list of apps.</li>
 <li>After that, choose your preferred Trigger.</li>
 <li>Tap 'Create a Connection' to proceed.</li>
 <li>Since Google Sheets is selected as the Trigger app, click 'Sign In With Google' and then log into your account.</li>
 <li>Subsequently, click 'Allow' to agree with the terms and grant the necessary permissions.</li>
 <li>Provide the information needed to set up the Trigger accordingly.</li>
 <li>Once done, tap 'Save' to proceed.</li>
 <li>Select your preferred starting point and click 'Save'.</li>
 <li>Following that, click the 'Add Another Module' button.</li>
 <li>Find and select 'Coda' from the list of options.</li>
 <li>Pick your preferred Action. Make sure that it is capable of facilitating data entry from the configured source.</li>
 <li>Click 'Create a Connection'.</li>
 <li>As for Coda, enter your API Token into the provided input field and click 'Save'.</li>
 <li>One by one, fill out the input fields with the required information.</li>
 <li>For specific fields, you may use some dynamic items connected to the Trigger app. Simply choose them from the given list if you wish to transfer the exact data from the source to Coda.</li>
 <li>Once done, click 'Save' to proceed.</li>
 <li>Review the details of the integration, then click 'Save'.</li>
 <li>Subsequently, switch on the toggle button beside 'Every 15 Minutes to automate data entry from the source to Coda.</li>
 <li>Finally, the automation will be saved and enabled based on your custom input.</li>
</ol>

How to Automate Data Entry in Coda with Integromat

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2fafd673bd5aa8e62316/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to your Coda document.</li>
 <li>Add a new task to your workflow to track work that needs to be completed.</li>
 <li>Select 'Button' to create an interactive button that will automatically add tasks with pre-filled information.</li>
 <li>Define what happens when someone clicks your button. This is where we set up the automation action. </li>
 <li>Choose which table will receive the new task data. Buttons can affect any table in your doc, creating flexible workflows.</li>
 <li>Customize your button's appearance with text that communicates its purpose.</li>
 <li>Take a moment to confirm that everything looks right. Your button should be ready to streamline your task creation process.</li>
</ol>

How to Automate Tasks with Buttons in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2fb0d673bd5aa8e6232a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside your Coda doc, navigate to your Google Sheets table and click the drop-down arrow next to the 'Refresh' button.</li>
 <li>Following that, tap 'Settings'.</li>
 <li>Head over to the right-side panel afterwards, then find Refresh This Table under the Sync tab. Select 'Hourly' or 'Daily'.</li>
 <li>After completing these steps, syncing the changes made to the Google Sheet table in your Coda doc will be automated based on your input.</li>
</ol>

How to Automate the Google Sheets Table Updates in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a300dd673bd5aa8e629d5/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click "+ Blank Doc" and name it "Bug Tracker."</li>
 <li>Click "+" and select "Table."</li>
 <li>List reported bugs, set their priority, and assign team members.</li>
 <li>Use "Filters" to create "Open Bugs," "High Priority," and "Resolved Bugs" views.</li>
</ol>

How to Build a Bug Tracker in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3013d673bd5aa8e62a35/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click "+ Blank Doc" and name it "Customer Feedback System."</li>
 <li>Click "+" and select "Table."</li>
 <li>Add the columns: "Customer Name," "Feedback," "Rating," "Date," and "Status" (e.g., Reviewed, In Progress, Resolved).</li>
 <li>Collect feedback from surveys, emails, or forms and input them into the table.</li>
 <li>Create views for New Feedback, High Priority Feedback, or Resolved Feedback for better organization.</li>
</ol>

How to Build a Customer Feedback System in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a301cd673bd5aa8e62acf/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Create a new doc and name it "Product Launch Checklist."</li>
 <li>Click "+" and select "Table."</li>
 <li>Add columns for "Task", "Owner", "Deadline", and "Status" to organize your checklist.</li>
 <li>Add checklist items.</li>
 <li>Add Filtered Views or Kanban Boards to track progress.</li>
 <li>Use reminders or automations to keep deadlines on track.</li>
</ol>

How to Build a Product Launch Checklist in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3029d673bd5aa8e62bb5/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Create a new doc and name it "Editorial Workflow."</li>
 <li>Click "+" and select "Table."</li>
 <li>Include columns like "Article Title," "Author," "Status," "Deadline," "Editor," and "Notes."</li>
 <li>Create views for Ideas, In Progress, and Published.</li>
</ol>

How to Build an Editorial Workflow in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a302ad673bd5aa8e62bd0/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click "+ Blank Doc" and name it "Expense Tracker."</li>
 <li>Click "+" and select "Table."</li>
 <li>Add the columns: "Date," "Category," "Amount," "Payment Method," and "Notes."</li>
 <li>Fill in each row with your expense details.</li>
 <li>Use filters to sort by Category, Date, or Payment Method.</li>
 <li>Use formulas like <code>Sum()</code> to calculate total expenses, or create charts for visual insights.</li>
</ol>

How to Build an Expense Tracker in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a302dd673bd5aa8e62c28/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside your Coda doc, find and click the 'Insert' button.</li>
 <li>Choose 'Table' from the list of options.</li>
 <li>After that, come up with a unique table name and enter it into the provided input. Make sure that you include the category of the expenses to avoid confusion later on. Once done, use the options in the floating menu to customize its overall style.</li>
 <li>To add more columns, simply click the 'Add Column' button.</li>
 <li>Pick your preferred type of column from the list of options.</li>
 <li>On the one hand, tap 'New Row' to insert as many rows as you need.</li>
 <li>Edit the default column labels based on your preference. To do that, double-click on the cells in the column header and type the labels accordingly. </li>
 <li>Subsequently, check the column type of each cell in the header and reconfigure it if necessary. Simply click the drop-down arrow beside the label to get started.</li>
 <li>Browse the available options, then choose one based on your preference.</li>
 <li>Following that, start encoding the banking data into the table. Simply click the cell and type the corresponding detail manually. Review each entry to ensure precision and accuracy.</li>
 <li>Review the data carefully. Subsequently, summarize the content of each column based on your preference. To do that, right-click on the last entry in the column.</li>
 <li>Hover your mouse cursor over the 'Summarize' option and then select the operation you wish to execute.</li>
 <li>Customize the overall design of your table afterwards. To do that, click its corresponding 'Options' button.</li>
 <li>Choose your preferred 'Format' and then configure the settings according to your liking.</li>
 <li>After completing these steps, the table that contains your banking expenses data will be created and added to your Coda doc. Repeat the same series of steps to insert mo tables and finally complete your expense report.</li>
</ol>

How to Build Expense Reports in Coda with Banking Data

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a302fd673bd5aa8e62c5e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside your Coda doc, go to the top-right corner and click 'Insert'.</li>
 <li>Click the provided search bar and type 'Form'.</li>
 <li>After that, select 'Form' from the choices under Tables and drag it to the main workspace for further customization.</li>
 <li>Come up with a unique form name and enter it into the provided input field. To customize its style, use the options in the floating bar to make your desired changes.</li>
 <li>Subsequently, head over to the Form Results table and double-click on the cell in the column header to edit its content. Type the labels accordingly.</li>
 <li>Head back to the form and click its corresponding 'Edit Layout' button to make further customizations.</li>
 <li>Review the default settings and adjust each input according to your liking.</li>
 <li>After that, click 'Done' to apply the changes.</li>
 <li>If you're already satisfied with the current calibration of your Coda form, click 'Publish Form'.</li>
 <li>Tap 'Create Link' afterwards.</li>
 <li>To connect the form to external systems like data collection sites and platforms, tap 'Copy Link'. Use this URL to share your forms via social media posts, messages, and the like.</li>
 <li>On the one hand, click 'Advanced' and use the embed code instead if you want to add your Coda form to a website or other similar platforms.</li>
</ol>

How to Build Interactive Coda Forms That Connect to External Systems

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3031d673bd5aa8e62c82/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside your Coda doc, navigate to the top-right corner and click 'Insert'.</li>
 <li>Tap the provided search bar and type 'HubSpot'.</li>
 <li>Following that, select the HubSpot data you want to sync and then drag it to the main workspace.</li>
 <li>Tap 'Sign In With HubSpot' and log into your account.</li>
 <li>Subsequently, select the HubSpot account you want to use and click 'Choose 'Account'.</li>
 <li>Tap 'Complete Setup' to proceed.</li>
 <li>Click 'Sync Now' to establish the connection between your Coda and HubSpot accounts.</li>
 <li>Finally, summarize your report based on the data from the selected HubSpot item. Going forward, repeat the same series of steps if you wish to add more related information.</li>
</ol>

How to Build Reports From HubSpot Data in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3036d673bd5aa8e62cce/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside your Coda doc, click the 'Insert' icon to get started.</li>
 <li>Select 'Grid' from the list of options.</li>
 <li>After that, tap 'Add Column' to insert as many columns as you need.</li>
 <li>Likewise, click 'Add Row' to insert as many rows as you need.</li>
 <li>As for the columns, it's recommended to label each cell with the corresponding posting day. To do that, simply click the cell and start typing.</li>
 <li>On the one hand, the rows are intended for content labels. Do the same thing by adding the necessary labels to their respective cells.</li>
 <li>After that, highlight the column labels and then click the 'Text Formatting' or 'Cell Color' option to customize their style based on your preference.</li>
 <li>Repeat the same series of steps if you want to apply the same customization to the row labels and other parts of your social media calendar.</li>
 <li>Following that, it's time to add content to your social media calendar. Simply click the cell and enter the corresponding text.</li>
 <li>Review the design and the content of your social media calendar. Check every detail and make certain changes if necessary.</li>
 <li>Finally, go to your Buffer's Publish dashboard and click 'New' to schedule the posts accordingly. Use your social media calendar in Coda to manually encode the content into Buffer's Create Post panel.</li>
</ol>

How to Build Social Media Calendars in Coda with Buffer

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a304ed673bd5aa8e62ed6/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on the column with numeric values.</li>
 <li>Select 'Summarize' from the list.</li>
 <li>Click 'Average'.</li>
 <li>Click 'Show in summary row' to display at the bottom of your table. </li>
 <li>The results will automatically appear at the bottom of your table. </li>
</ol>

How to Calculate Averages in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3057d673bd5aa8e62f9b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to your Coda doc.</li>
 <li>Click on the column with numeric values.</li>
 <li>Select 'Summarize' from the list.</li>
 <li>Click 'Sum'.</li>
 <li>Select 'Show in summary row' to display the total at the bottom.</li>
 <li>The result automatically displays at the bottom of the table.</li>
</ol>

How to Calculate Sums in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3232ab56e05a00fd5cc3/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Select the text you want to change.</li>
 <li>Click the 'A' for text format button in the toolbar.</li>
 <li>This will open the text color menu. The first section of the menu shows the options for changing the text color.</li>
 <li>By following these steps, you can change the color of the text however you want. </li>
</ol>

How to Change Text Colors in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a32fdab56e05a00fd6d7d/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to your Coda document</li>
 <li>Go to your table, then click on the 'Options' menu at the top right.</li>
 <li>Select the ellipsis icon.</li>
 <li>Click 'Form' to transform your table into an interactive form to collect structured data from anyone.</li>
 <li>Preview your form before publishing to ensure it collects exactly what you need.</li>
 <li>Click 'Publish form' to make your form accessible to respondents by publishing it with just one click.</li>
 <li>Hit 'Create link' to generate a unique link that respondents can use to submit their data directly to your table.</li>
 <li>Click 'Copy link' and share the form with your team to begin collecting structured data effortlessly.</li>
</ol>

How to Collect Form Responses in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3360ab56e05a00fd779f/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Coda document. Click on the 'Insert' button in the top toolbar to begin connecting to external APIs.</li>
 <li>Search for the specific API Pack you want to connect with (like Google, Slack, or Jira) and click on it to select.</li>
 <li>Hit 'Try it' to explore the API Pack's features and test the connection.</li>
 <li>Explore the 'Buttons' feature to add interactive elements that trigger API actions directly from your document.</li>
 <li>Use the Pack's buttons to pull data from or send data to your connected external service.</li>
 <li>Browse through the available API functions and select the one that matches your workflow needs, like fetching data or posting updates.</li>
 <li>Click '+Add a private account' to connect your credentials for the external service you're integrating with.</li>
 <li>Authorize the connection when prompted.</li>
 <li>Fine-tune your API settings by adjusting parameters, endpoints, or authentication details to fit your specific integration needs.</li>
 <li>Verify your integration is working once a notification pops up confirming the successful connection.</li>
</ol>

How to Connect Coda to External APIs

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3361ab56e05a00fd77bb/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Coda's main dashboard, head over to the top-right corner and click your 'Profile' icon.</li>
 <li>Choose 'Account Settings' from the list of options.</li>
 <li>After that, find 'Google Analytics Pixel ID' under the Publishing section and tap the 'Add' button next to it.</li>
 <li>Enter your Google Analytics Measurement ID into the provided input field.</li>
 <li>Once done, tap 'Change' to proceed.</li>
 <li>After completing these steps, your Coda account will be connected to Google Analytics. You can now easily track the page views of published docs.</li>
</ol>

How to Connect Coda to Google Analytics

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3362ab56e05a00fd77d5/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Coda doc. </li>
 <li>Click 'Insert' located at the top right corner of your Coda page.</li>
 <li>Click 'Packs'.</li>
 <li>Select 'Google Sheets'.</li>
 <li>If you have a free plan, click 'Try it'.</li>
 <li>That's it! You have successfully connected Coda to Google Sheets.</li>
</ol>

How to Connect Coda to Google Sheets

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3363ab56e05a00fd77fc/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click "Create", and select "Zaps" to begin.</li>
 <li>Click "Trigger."</li>
 <li>Search for Coda and select it.</li>
 <li>Choose a trigger event, such as "New Row" or "Updated Row."</li>
 <li>Connect your Coda account.</li>
 <li>Select the doc and table you want to track.</li>
 <li>Click "Test trigger" to ensure Zapier detects the data correctly.</li>
 <li>Add SQL Server as the Action App.</li>
 <li>Select an action event, such as "New Row" or "Update Row".</li>
 <li>Connect SQL Server account, map Coda fields to columns, run a test, and click "Publish" to activate your Zap.</li>
</ol>

How to Connect Coda to SQL Databases

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3364ab56e05a00fd7824/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click "Create", and select "Zaps" to begin.</li>
 <li>Click "Trigger" or "Action", depending on the desired workflow.</li>
 <li>Search for Coda and select it.</li>
 <li>Choose a trigger event, such as "New File in Folder" or "Updated File."</li>
 <li>Click "Connect" to link your Coda account.</li>
 <li>Go to Coda, click your profile icon, then select "Account Settings."</li>
 <li>Copy your API Token.</li>
 <li>Paste the API Token into Zapier when prompted and click "Yes, Continue to Coda."</li>
 <li>Once connected, select the doc and table you want to use in your Zap.</li>
</ol>

How to Connect Coda to Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3368ab56e05a00fd7857/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click "Create", and select "Zaps" to begin.</li>
 <li>Click "Trigger."</li>
 <li>Search for Coda and select it.</li>
 <li>Choose a trigger event, such as "New Row" or "Updated Row."</li>
 <li>Connect your Coda account.</li>
 <li>Select the doc and table you want to track.</li>
 <li>Click "Test trigger" to ensure Zapier detects the data correctly.</li>
 <li>Add Jira Software Cloud as the Action App.</li>
 <li>Select an action event, such as "Create Issue" or "Update Issue."</li>
 <li>Connect your Jira account.</li>
 <li>Select the project and issue type where data should be added or updated.</li>
 <li>Run a test to verify the integration works correctly.</li>
 <li>Click "Publish" to activate your Zap.</li>
</ol>

How to Connect Coda with Jira for Issue Tracking

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3369ab56e05a00fd7883/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Coda document. </li>
 <li>Click “Insert” in the top menu.</li>
 <li>Click "Packs."</li>
 <li>Search for LinkedIn and click on it.</li>
 <li>Click on the LinkedIn integration to begin the connection process with your professional network.</li>
 <li></li>
 <li>Click "+ Add a private account."</li>
 <li>Click "Sign in with LinkedIn."</li>
 <li>Sign in with your LinkedIn account.</li>
 <li>Click "Allow" to grant Coda access to your LinkedIn account.</li>
</ol>

How to Connect Coda with LinkedIn

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a336aab56e05a00fd78a4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Coda document.</li>
 <li>Access the "Insert" menu to add dynamic elements that transform your static document into an interactive workspace.</li>
 <li>Explore "Packs" - Coda's integrations that connect your document to external tools and services.</li>
 <li>Search for Stripe and click on it.</li>
 <li>Choose the Balance transactions template to see how financial data can be managed within Coda.</li>
 <li>Connect your account to integrate external data directly into your Coda document.</li>
 <li>Enter your API token to complete the integration and experience how Coda transforms your workflow.</li>
</ol>

How to Connect Coda with Stripe for Payment Tracking

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a336bab56e05a00fd78cc/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Coda document.</li>
 <li>Click “Insert” in the top menu.</li>
 <li>Click "Packs."</li>
 <li>Search for Twitter and click on it.</li>
 <li>Click "Add to doc for free."</li>
 <li>Select a feature and drag it to the document.</li>
 <li></li>
 <li>Click "Connect an account."</li>
 <li>Click "Sign in with Twitter."</li>
 <li>Sign in with your Twitter account.</li>
 <li>Click "Authorize app."</li>
</ol>

How to Connect Coda with Twitter

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a35b0ab56e05a00fda243/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside your Coda doc, go to the top-right corner and click 'Insert'.</li>
 <li>Following that, tap the 'Packs' tab to proceed.</li>
 <li>Choose 'Notion' from the list of options under Packs.</li>
 <li>Subsequently, click 'Database'.</li>
 <li>Tap 'Connect to Notion' afterwards.</li>
 <li>Click 'Sign In with Notion', then log into your Notion account.</li>
 <li>Review the required permissions. Once done, click 'Select Pages' to continue.</li>
 <li>Tick the checkbox beside the Notion data base you want to convert and then tap 'Allow Access'.</li>
 <li>Once done, click 'Complete Setup'.</li>
 <li>Head back to the right-side panel and select your preferred Notion database from the list of options under Database. Grab and drag it to the doc's main workspace.</li>
 <li>As for the format, select 'Table' and customize its corresponding configurations based on your preference.</li>
 <li>Tap 'Sync Now' to start importing the necessary data from the selected Notion page.</li>
 <li>After completing these steps, your Notion database will be converted to a Coda table.</li>
</ol>

How to Convert Notion Databases to Coda Tables

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a35b9ab56e05a00fda2d5/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click the Insert menu to access Coda's integration tools.</li>
 <li>Click "Packs."</li>
 <li>Search for Trello and click on it.</li>
 <li>Log in to Trello.</li>
 <li>Enter your email to continue.</li>
 <li>Click "Allow" to grant access.</li>
 <li>Choose the Trello Board and select whether to include archived cards or not.</li>
 <li>Click "Next" to proceed to proceed. </li>
 <li>Your Trello Board is Now a Coda Table! You can now sort, filter and create views with your project data.</li>
</ol>

How to Convert Trello Boards to Coda Tables

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a35f5ab56e05a00fda7b4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to your table in Coda doc. </li>
 <li>Click on the column with numeric values.</li>
 <li>Select 'Summarize' from the list'.</li>
 <li>Click 'Count'.</li>
 <li>Click 'Show in summary row' to display at the bottom of your table.</li>
 <li>The result will automatically appear at the bottom of your table.</li>
</ol>

How to Count Values in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3627ab56e05a00fdab5a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click '+ Blank Doc' to start a new document.</li>
 <li>Add a page title.</li>
 <li>Click on the add icon to add a table. </li>
 <li>Select 'Table' to add a new table.</li>
 <li>Create a budget table and add date, description, and category columns.</li>
 <li>Create a summary table to track your totals and add the columns such as total expense, income and net amount.</li>
 <li>That’s it! You now have a basic budget tracker in Coda.</li>
</ol>

How to Create a Budget Tracker in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3634ab56e05a00fdacfc/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to your desired Coda doc.</li>
 <li>Click on the add icon to create a calendar view.</li>
 <li>Click 'Calendar' from the list.</li>
 <li>From here, you'll choose whether the calendar should be based on an existing table or if you should create a new one.</li>
 <li>That’s it! Now you have a fully functional Calendar View in Coda.</li>
</ol>

How to Create a Calendar View in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3664ab56e05a00fdafdf/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to your Coda document and click the "Insert" button in the top toolbar.</li>
 <li>Go to "Packs."</li>
 <li>Select Github to integrate task management with your doc.</li>
 <li>Click "Sync pull requests"</li>
 <li>Click "Sign in with GitHub."</li>
 <li>Click on "Authorize coda."</li>
 <li>Enter your password and click "Confirm."</li>
 <li>Click "Complete setup."</li>
 <li>Click "Choose what to sync."</li>
</ol>

How to Create a Coda Dashboard for GitHub Issues

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a366fab56e05a00fdb12e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click "New Doc" and name it "Competitive Analysis."</li>
 <li>Click "+" and select "Table."</li>
 <li>Add the columns: "Competitor Name," "Product/Service," "Strengths," "Weaknesses," "Pricing," and "Website/Link."</li>
 <li>List key competitors and fill in their strengths, weaknesses, and pricing.</li>
 <li>Highlight strengths in green and weaknesses in red for better visibility.</li>
 <li>Use Filtered Views to compare competitors by pricing, features, or strengths.</li>
</ol>

How to Create a Competitive Analysis Template in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a367bab56e05a00fdb2e3/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Start by clicking '+Blank doc' to create your first customizable workspace.</li>
 <li>Provide a name for your Coda doc.</li>
 <li>Add an icon to customize your Content Calendar.</li>
 <li>Click on the add icon.</li>
 <li>Select 'Content calendar' to view your structured planning tool where all your content creation processes come together.</li>
 <li>Create a Content Calendar Table. Add the name of the content, tagline and channel. </li>
 <li>Add a calendar view. This view will allow you to see all your content on a timeline.</li>
 <li>Add action buttons to help you automate tasks.</li>
 <li>By following these steps, you can manage and organize your content strategy.</li>
</ol>

How to Create a Content Calendar in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a368dab56e05a00fdb4e2/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to your Coda doc.</li>
 <li>Hover over the page name at the top of the page, and select 'Page options'.</li>
 <li>To add a cover photo, just toggle on the 'Cover photo' setting from the page options panel.</li>
 <li>Click 'Upload Image' to select a file as your cover photo.</li>
 <li>If you need to reposition the image, click on the three vertical dots in the lower right corner of the image.</li>
 <li>Then, click 'Reposition'.</li>
</ol>

How to Create a Cover Page in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a368eab56e05a00fdb51d/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Let's start with a blank doc to build your custom CRM from scratch. Click '+ Blank doc'.</li>
 <li>Provide a name for your Coda doc. </li>
 <li>Type /table to store different kinds of CRM data.</li>
 <li>Create your lead tracking system with custom fields.</li>
 <li>Create a customer's table to store the details.</li>
 <li>Create a sales pipeline table and add a task management table to track sales activities.</li>
 <li>Use currency format for accurate financial reporting.</li>
 <li>Add custom pipeline stages that match your sales process.</li>
 <li>Create a deal stage field to visualize your sales funnel.</li>
 <li>Add the final table to complete your CRM ecosystem.</li>
 <li>Set deadlines for tasks to ensure timely follow-ups.</li>
 <li>Add task priority levels for better workflow management.</li>
 <li>Click on the add icon.</li>
 <li>Select 'Relation' as your column type to link the table with columns.</li>
 <li>Click 'Settings'. </li>
 <li>Select 'Automations' to add a rule.</li>
 <li>Type /Line Chart to add a different view to your CRM system.</li>
 <li>Click 'Share' to invite team members and assign permissions.</li>
</ol>

How to Create a CRM System in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a36bbab56e05a00fdba8a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside your Coda doc, head over to the top-right corner and click the 'Document Settings' button.</li>
 <li>Find and select 'Automations' from the list of options.</li>
 <li>After that, click 'Add Rule'.</li>
 <li>Come up with a unique rule name and description. Enter them into their respective input field.</li>
 <li>Tap the 'Trigger' menu under the Rule tab.</li>
 <li>Choose 'Time-Based' from the given choices.</li>
 <li>Subsequently, configure the Trigger settings based on your preference.</li>
 <li>Next, tap the 'Action' menu to complete the automation rule.</li>
 <li>Choose the specific action you wish to carry out when the Trigger activates.</li>
 <li>Following that, set up the corresponding configurations according to your liking. Start by specifying the table you prefer to use.</li>
 <li>Subsequently, continue filling out the succeeding input fields with the required information to set up the automation properly.</li>
 <li>Once done, click 'Test Rule'.</li>
 <li>If you're satisfied with the result, switch on the toggle button to finally activate the automation.</li>
 <li>After completing these steps, your date-triggered automation in Coda will be enabled instantly.</li>
</ol>

How to Create a Date-Triggered Automation in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a36bcab56e05a00fdbac0/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Let's start by clicking '+ Blank doc' to create your decision matrix.</li>
 <li>Give your document a descriptive name like "Project Decision Matrix".</li>
 <li>Now, click the + icon in your document to add a new element.</li>
 <li>Choose 'Table' from the menu - this will be the foundation of your decision matrix.</li>
 <li>Structure your table with columns for each criterion (cost, time, impact, etc.) that will influence your decision.</li>
 <li>Add your options as rows. These are the alternatives you're evaluating. </li>
 <li>Include notes or weights for each criterion to help clarify your decision-making process.</li>
</ol>

How to Create a Decision Matrix in Coda

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<h2>Guide</h2>

<ol>
 <li>Click '+ Blank doc' to start a new document.</li>
 <li>Give your document a descriptive name.</li>
 <li>Click on the '+' icon in your document to add content.</li>
 <li>Select 'Table' from the menu to create a new table.</li>
 <li>Enter your data in the table columns and rows.</li>
 <li>Add columns that will display well in Gallery View (titles, descriptions, images).</li>
 <li>Select your table and click the 'Options' button in the top-right corner of the table.</li>
 <li>For columns containing visuals, select 'Image' as the column type to enhance your gallery.</li>
 <li>From the view options, select 'Cards' to transform your table into a visual gallery format.</li>
 <li>Adjust the image display settings to optimize how your visuals appear in the gallery.</li>
 <li>Click on a specific card to edit its contents.</li>
 <li>Click 'Add image' to include visuals in your gallery cards.</li>
 <li>Select 'Upload image' to import visuals from your local files.</li>
 <li>Voilà! Your table is now displayed as a Gallery View. Looks pretty snazzy, doesn't it?</li>
</ol>

How to Create a Gallery View in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3706ab56e05a00fdc352/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to your Coda document.</li>
 <li>Create a goal tracker table. </li>
 <li>Add columns such as goal name, category, due date, progress, and priority.</li>
 <li>Check out progress-tracking metrics that update automatically as statuses change.</li>
 <li>Navigate through the various views to find what matters most to your team.</li>
 <li>Update a goal's status to track progress from initiation to completion.</li>
 <li>Click on the add icon.</li>
 <li>Create dynamic formulas that update automatically as your data changes.</li>
 <li>Watch as your formula automatically calculates based on current goal statuses.</li>
 <li>View real-time metrics showing exactly how many goals are complete.</li>
</ol>

How to Create a Goal Tracker in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a370fab56e05a00fdc458/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to Coda.io and click on '+ Blank Doc'.</li>
 <li>Provide a title for your Coda doc.</li>
 <li>Click the add icon. </li>
 <li>Tables in Coda are powerful databases that evolve with your needs. Click 'Table' to add one.</li>
 <li>Create a habit tracker table and add dates, a checklist, and exercises are done.</li>
 <li>Create a summary table of the habits you've completed.</li>
 <li>Click the add icon to create connections between different parts of your habit tracker.</li>
 <li>Click 'Calendar' to view and visualize your habits by day, week, or month for better planning.</li>
 <li>Configure your calendar view to track habit completion visually across days and weeks.</li>
 <li>By following these steps, you can create a simple habit tracker in Coda.</li>
</ol>

How to Create a Habit Tracker in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a371aab56e05a00fdc57b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Start by opening the Coda document where you want to create your Kanban board.</li>
 <li>Look for the table or list you want to transform into a Kanban board. If you don't have one yet, create a new table.</li>
 <li>Click on the table's view menu (the icon with three dots) to access display options.</li>
 <li>From the dropdown menu, select 'Board' to transform your table into a Kanban-style view.</li>
 <li>Enhance your workflow by adding new status columns for different project phases. Click 'Add status column' to expand your board.</li>
 <li>Now, fine-tune your column properties by renaming them, choosing colors, or adjusting card display settings for a more organized workflow.</li>
 <li>Your Kanban board will now display cards grouped by status, where each column represents a different stage in your workflow.</li>
 <li>Easily move tasks between columns to update their status.</li>
 <li>Keep your board tidy by using filters to focus on specific priorities, team members, or upcoming deadlines.</li>
 <li>You've successfully created a Kanban board in Coda.</li>
</ol>

How to Create a Kanban Board in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a371fab56e05a00fdc624/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click "+ Blank Doc" and name it "Knowledge Base."</li>
 <li>Click "+" and select "Table."</li>
 <li>Add the columns: "Title," "Category," "Author," "Last Updated," and "Link/Content."</li>
 <li>Use Pages for main categories (e.g., Onboarding, Policies) and Subpages for detailed content.</li>
 <li>Apply "Filters" for easy navigation.</li>
 <li>Use the <code>/Search</code> feature or link key resources on a dedicated dashboard for quick access.</li>
</ol>

How to Create a Knowledge Base in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3763ab56e05a00fdcc5b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Coda document and click 'Insert'. </li>
 <li>Under 'Templates', select 'Meeting notes'.</li>
 <li>That's it! You now have a functional and reusable Meeting Notes Template in Coda.</li>
</ol>

How to Create a Meeting Notes Template in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a37d7ab56e05a00fdd685/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click '+ Blank Doc' to start your product roadmap from scratch.</li>
 <li>Give your roadmap a clear, descriptive name so your team can easily find it.</li>
 <li>Click the + icon to add your first element to the document.</li>
 <li>Type <code>/table</code> and select 'Table' to create the foundation for your product roadmap.</li>
 <li>Create columns for essential roadmap information: feature names, status, priority, release dates, and owners.</li>
 <li>Set up custom fields that reflect your specific product development workflow and priorities.</li>
 <li>Now, type <code>/timeline</code> and select 'Timeline' view to visualize your roadmap chronologically.</li>
 <li>Choose your previously created table as the data source for your timeline view.</li>
 <li>Configure the 'Start Date' and 'End Date' fields to map your feature timeline from planning to launch.</li>
 <li>Assign owners to each feature or milestone to establish clear responsibility and enable collaboration on updates.</li>
 <li>Type <code>/calendar</code> and select 'Calendar' view to get a month-by-month perspective of your roadmap.</li>
 <li>Link your existing roadmap table to this calendar view—no need to enter your data twice!</li>
 <li>Define the 'Start date' and 'End date' fields to see your features and releases plotted directly on the calendar.</li>
 <li><article>Voilà! Your product roadmap is ready to shine. You now have table, timeline, and calendar views that keep everyone aligned on what's being built and when. </article></li>
</ol>

How to Create a Product Roadmap in Coda

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<h2>Guide</h2>

<ol>
 <li>Open a blank document in Coda and name your Coda document.</li>
 <li>Customize your document by adding an icon.</li>
 <li>Click on the add icon.</li>
 <li>Select the project tracker template with built-in task management.</li>
 <li>Customize your Projects view with filtering, sorting, and column options.</li>
 <li>Manage your Tasks table with powerful organization tools. </li>
 <li>By following these steps, you can now monitor tasks, deadlines, and progress.</li>
</ol>

How to Create a Project Tracker in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a37f0ab56e05a00fdd9de/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Create a new doc and name it "RACI Matrix."</li>
 <li>Click "+" and select "Table."</li>
 <li>Add these columns: "Task/Deliverable," "Responsible" (Task Owner), "Accountable" (Approver), "Consulted" (Advisor), and "Informed" (Progress Updates).</li>
 <li>List key tasks and assign team members to each role.</li>
 <li>Filter tasks by Owner, Status, or Priority for better tracking.</li>
</ol>

How to Create a RACI Matrix in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a37f1ab56e05a00fdd9f5/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click "+ Blank Doc" and name it "Recruitment Tracker."</li>
 <li>Click "+" and select "Table."</li>
 <li>Add: "Candidate Name," "Position," "Application Date," "Status," "Recruiter," "Next Steps."</li>
 <li>Fill in each row with candidate information and track their progress.</li>
 <li>Create views for Active Candidates, Interview Stage, or Hired Candidates for easy tracking.</li>
</ol>

How to Create a Recruitment Tracker in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3817ab56e05a00fdde99/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to <a target="_blank" rel="noopener noreferrer nofollow" href="http://Coda.io">Coda.io</a> and click "+ Blank Doc."</li>
 <li>Name your document (e.g., Sales Pipeline.)</li>
 <li>Insert a table.</li>
 <li>Add columns and sales pipeline content.</li>
 <li>Click "Share" and assign roles for collaboration.</li>
</ol>

How to Create a Sales Pipeline in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3853ab56e05a00fde3f7/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to <a target="_blank" rel="noopener noreferrer nofollow" href="http://Coda.io">Coda.io</a> and click "New Doc".</li>
 <li>Name your document (e.g., Sprint Planning).</li>
 <li>Click “Insert” → Select “Table”.</li>
 <li>Add relevant columns.</li>
 <li>Click "Options" and choose "Board" to group tasks by Status or Sprint Number.</li>
 <li>Create a "Backlog" or "In Progress" section.</li>
 <li>Add sprint goals &amp; notes.</li>
 <li>Click "Share" and assign roles for collaboration.</li>
</ol>

How to Create a Sprint Planning Doc in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3867ab56e05a00fde64a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Coda doc.</li>
 <li>Click the '+' button on the left toolbar or type '/table'.</li>
 <li>Select 'Table' from the drop-down menu.</li>
 <li>A new table will appear, rename it and start adding columns.</li>
</ol>

How to Create a Table in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3871ab56e05a00fde725/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Coda document where you want to add a table of contents.</li>
 <li>Place your cursor at the spot where you'd like your Table of Contents to appear.</li>
 <li>Click the + icon in the left margin or use the / command to open the menu.</li>
 <li>Type 'Table of Contents' in the search bar and select 'Outline' from the options that appear.</li>
 <li>Coda will automatically generate a clickable Table of Contents based on all your document's headings.</li>
 <li>Your Table of Contents will update automatically as you add or change headings in your document. No manual refreshing needed!</li>
</ol>

How to create a table of contents in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a387dab56e05a00fde821/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Hit '+ Blank doc'. </li>
 <li>Provide a name for your task management system.</li>
 <li>Click on the add icon.</li>
 <li>Type <code>/table</code> and select 'Table' to add a new table.</li>
 <li>Once you have added a new table for your task, add the relevant columns to continue.</li>
 <li>Click 'Column type' to change the column type of your column based your needs.</li>
 <li>Add a 'People' column to track who's responsible for each task, accountability is key for task completion.</li>
 <li>Add a 'Date column' for the task management system.</li>
 <li>Click 'Select list' to add task priorities because not all tasks are created equal, and your team needs to know what to focus on first.</li>
 <li>Add a 'Status' column, this visual indicator will show whether tasks are pending, in progress, or complete.</li>
 <li>Add a 'Note' column to enter the data.</li>
 <li>Add another table for a status overview and monitor your task progress.</li>
 <li>Type / 'Calendar' to view tasks by deadline, perfect for planning your week or month.</li>
 <li>You can create different views of your tasks based on your needs</li>
 <li>Type / 'Board' to view tasks using a Kanban-style workflow.</li>
 <li>This card-based format makes task management more intuitive, perfect for teams that prefer visual workflows.</li>
 <li>Click the 'Settings' icon to access automations.</li>
 <li>Select 'Automations' to add a rule for your task management system.</li>
 <li>This will handle routine task updates and notifications without manual work.</li>
 <li>Following these steps will provide a clear view of your tasks and progress.</li>
</ol>

How to Create a Task Management System in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a387fab56e05a00fde882/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click '+ Blank doc'.</li>
 <li>Give your doc a meaningful title to help team members quickly identify its purpose.</li>
 <li>Click on the add icon.</li>
 <li>Type <code>/table</code> and select 'Table' to add a table.</li>
 <li>Add relevant columns to your table.</li>
 <li>Use 'Select List' for roles and departments for consistency.</li>
 <li>Add 'Profile Pictures' by selecting the column type as 'Image'.</li>
 <li>Click 'Add' to upload a profile picture.</li>
 <li>Populate your directory with information.</li>
 <li>Add job responsibilities to provide clarity on each team member's focus.</li>
 <li>Add a 'Timeline' view to visualize team members' project schedules and milestones.</li>
 <li>Link your team table to the timeline for seamless integration.</li>
 <li>Click 'Options'.</li>
 <li>Select 'Filter'.</li>
 <li>Click '+ Add filter' to filter the views by department, role, or location for quick access.</li>
 <li>Create your dynamic team directory in Coda and transform how you manage team information and collaboration.</li>
</ol>

How to Create a Team Directory in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3894ab56e05a00fdea58/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to your Coda doc.</li>
 <li>Click the add icon to create a timeline view.</li>
 <li>Click 'Timeline'.</li>
 <li>Select the table you want to visualize as a timeline.</li>
 <li>Coda will automatically create a timeline view, displaying tasks as bars with start and end dates, and dependencies as arrows connecting them.</li>
</ol>

How to Create a Timeline View in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a38c3ab56e05a00fdeee3/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to your Coda doc.</li>
 <li>Click the add icon.</li>
 <li>Select 'New button'.</li>
 <li>Go to the 'On click' section and click on the drop-down arrow to select an action.</li>
 <li>Customize the button. </li>
 <li>By following these steps, you can create your action button based on your needs.</li>
</ol>

How to Create Action Buttons in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a38fdab56e05a00fdf2cd/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Create a new doc and name it "Employee Onboarding."</li>
 <li>Click "+" and select "Table."</li>
 <li>Add: "Employee Name," "Position," "Start Date," "Onboarding Stage," "Assigned Mentor," "Checklist Status."</li>
 <li>Create tasks like "Submit Documents," "Set Up Email," "Complete Training" to track progress.</li>
 <li>Filter by New Hires, In Progress, or Completed for easy tracking.</li>
</ol>

How to Create an Employee Onboarding System in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a390fab56e05a00fdf497/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click "New Doc" and name it "Inventory Management System."</li>
 <li>Click "+" and select "Table."</li>
 <li>Add the columns: "Item Name," "Category," "Quantity," "Reorder Level," and "Status."</li>
 <li>Populate the table with item details and stock levels.</li>
 <li>Highlight low-stock items by setting rules.</li>
</ol>

How to Create an Inventory Management System in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a391aab56e05a00fdf580/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside your Coda doc, find the column you want to use and click its corresponding 'Menu' button.</li>
 <li>After that, choose 'Column Type' from the list of options.</li>
 <li>Hover your mouse cursor over the 'Select List' option, then tap 'New'.</li>
 <li>One by one, click the default options and replace them with the actual label you want to use for the status.</li>
 <li>Subsequently, click the 'Color Picker' button next to it to specify your preferred style.</li>
 <li>Repeat the same series of steps until all labels are properly customized. Don't forget to add an option for the "Approved" status.</li>
 <li>Finally, an approval workflow will be created and added to your Coda doc. Share it with your team members and let them know the process.</li>
</ol>

How to Create Approval Workflows in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a391eab56e05a00fdf642/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to your desired Coda doc.</li>
 <li>Hover over the table and click 'Options' in the upper right corner.</li>
 <li>Select 'Chart display'.</li>
 <li>Click the 'Chart display' section, click the 'Chart type' field.</li>
 <li>Click 'Bar Chart'.</li>
 <li>By following these steps, it will help you visualize comparisons between categories.</li>
</ol>

How to Create Bar Charts in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3922ab56e05a00fdf6af/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to your Coda doc and navigate to the table where you'd like to add a formula.</li>
 <li>Go to the table that we'll use to create our first formula.</li>
 <li>Set the column type to 'Formula'.</li>
 <li>Now, we're in the formula editor, where the magic happens. Write your formula in the empty field.</li>
 <li>Add a mathematical operator like +, -, *, or / depending on what you want to calculate.</li>
 <li>Preview your formula results at the bottom of the editor. </li>
 <li>That's it! Your formula is now live and will automatically recalculate when data changes.</li>
</ol>

How to Create Basic Formulas in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a392eab56e05a00fdf78b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside your Coda doc, head over to the top-right corner and click 'Insert'.</li>
 <li>Tap the 'Packs' tab to proceed.</li>
 <li>After that, find and select 'Trello Deluxe'.</li>
 <li>Select 'Cards' from the list of options, then drag it to the main workspace for further customization.</li>
 <li>Next, tap 'Connect an Account'.</li>
 <li>Provide the API credentials associated with your Trello account. Enter them into their respective input fields.</li>
 <li>Subsequently, click 'Continue'.</li>
 <li>Tap 'Complete Setup' to enable the connection and start creating the chart.</li>
 <li>Click 'Choose What to Sync'.</li>
 <li>Following that, navigate to the right-side panel and click the 'Workspace' menu. Choose the Trello workspace that contains the cards you want to use.</li>
 <li>Subsequently, tap 'Sync Now' to continue.</li>
 <li>At last, it's time to convert your Trello cards into a Burndown chart. To get started, click the drop-down arrow next to the 'Refresh' button.</li>
 <li>Tap 'Settings' afterwards.</li>
 <li>Click 'More' to view other available format options.</li>
 <li>Choose 'Chart' from the list of options.</li>
 <li>Following that, click 'Chart Display' to customize your chart.</li>
 <li>As for the Chart Type, select 'Line Chart'.</li>
 <li>Select 'Count' as the Card Values.</li>
 <li>Configure other available settings to customize the content and appearance of your Burndown chart.</li>
 <li>After completing these steps, your Coda burndown chart will be created based on the selected Trello data.</li>
</ol>

How to Create Burndown Charts in Coda From Trello Data

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a392fab56e05a00fdf7ad/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Coda document.</li>
 <li>Click on the add icon. </li>
 <li>Select 'New button'.</li>
 <li>Once your button is added, jump down to configure your button for next steps.</li>
</ol>

How to Create Buttons in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3931ab56e05a00fdf7ea/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on the add icon to create callout boxes. </li>
 <li>Click 'Callout'.</li>
 <li>Enter the callout text in the empty field. </li>
 <li>Click the callout icon to choose your preferred icon.</li>
 <li>You can now create callout boxes by following these steps.</li>
</ol>

How to Create Callout Boxes in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3931ab56e05a00fdf7fe/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On any blank line in your Coda doc, click the add icon or type <code>/chart.</code></li>
 <li>Select 'Chart'.</li>
 <li>Choose the table or view you want Coda to use to build the chart.&nbsp;</li>
 <li>By following these steps, you can visualize your data easily.</li>
</ol>

How to Create Charts in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3935ab56e05a00fdf85c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside your Coda doc, navigate to the top-right corner and click 'Insert'.</li>
 <li>Click the provided search bar, then type 'Google Analytics'.</li>
 <li>Following that, browse the list of options under Pack Tables and select the specific set of Google Analytics data you want to turn into a Coda chart. Drag it to the main workspace for further customization.</li>
 <li>After that, click 'Connect Read Account' to establish the connection.</li>
 <li>Tap 'Sign In With Google Analytics' and log into your account.</li>
 <li>Subsequently, click 'Continue' to accept the terms and grant the necessary permissions.</li>
 <li>Tap 'Complete Setup' to proceed further.</li>
 <li>In order to synchronize your Google Analytics data with Coda, provide all the necessary information. Go to the right-side panel and configure the given settings based on your preferences.</li>
 <li>Once done, head back to the main workspace and click 'Sync Now'.</li>
 <li>At this point, it's now time to convert the table into a chart. To do that, click the drop-down arrow next to 'Refresh'.</li>
 <li>Choose 'Settings' from the options.</li>
 <li>After that, click 'More' to view other available formats.</li>
 <li>Select 'Chart' from the choices.</li>
 <li>Subsequently, configure the chart settings according to your liking. Go over the options and set them up accordingly.</li>
 <li>After completing these steps, a Coda chart from Google Analytics data will be created.</li>
</ol>

How to Create Coda Charts From Google Analytics Data

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3938ab56e05a00fdf892/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click "Create", and select "Zaps" to begin.</li>
 <li>Click "Trigger" and search for Coda.</li>
 <li>Choose a trigger event, such as "New Row" or "Updated Row".</li>
 <li>Select the Coda account you want to connect to your automation workflow.</li>
 <li>Configure additional settings for your Coda trigger.</li>
 <li>Click "Test trigger."</li>
 <li>Select Slack as the destination for your Coda data.</li>
 <li>Select an action event, like "Send Channel Message".</li>
 <li>Connect your Slack workspace.</li>
 <li>Map the comment details (e.g., comment text, author, doc link) to the Slack message.</li>
 <li>Run a test to confirm everything works correctly.</li>
 <li>Click "Publish" to activate your Zap. </li>
</ol>

How to create Coda comment notifications in Slack

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a393bab56e05a00fdf8c4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click "Create", and select "Zaps" to begin.</li>
 <li>Click "Trigger" and search for Asana.</li>
 <li>Choose a trigger event, such as "New Task" or "Updated Task".</li>
 <li>Connect to your Asana account or use an existing connection to access your workspace.</li>
 <li>Specify which Asana workspace and project to monitor for new tasks.</li>
 <li>Click "Test trigger" to ensure Zapier detects a sample task.</li>
 <li>Choose Coda as the destination app where Asana tasks will be sent.</li>
 <li>Select 'Update Row' to modify existing Coda data when new Asana tasks arrive.</li>
 <li>Connect your Coda account to enable the integration with Asana.</li>
 <li>Select which Coda document should receive the Asana task data.</li>
 <li>Run a test to confirm everything works correctly.</li>
 <li>Click "Publish" to activate your Zap.</li>
</ol>

How to Create Coda Dashboards for Asana Projects

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a393cab56e05a00fdf8e6/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside your Coda doc, go to the top-right corner and click 'Insert'.</li>
 <li>Click the provided search bar, then type 'Google Sheets'.</li>
 <li>After that, select 'Google Sheets' from the list of options and then drag it to the main workspace.</li>
 <li>Prepare the shareable link of the spreadsheet you prefer to use and paste it into the provided input. Press 'Enter' afterwards to process your input.</li>
 <li>Subsequently, tap 'Sync Now'.</li>
 <li>Go to the right-side panel and configure the available customization settings based on your preferences.</li>
 <li>After completing these steps, the data from your Google Sheets will be added to your Coda dashboard. Repeat the same series of steps until all your spreadsheets are fully synchronized.</li>
</ol>

How to Create Coda Dashboards From Google Sheets Data

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a393eab56e05a00fdf907/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside the Data Page's XML to CSV converter, click 'Upload XML File' and then select the XML file you want to use.</li>
 <li>After that, click 'Download CSV'.</li>
 <li>Head back to your Coda doc, then click 'Insert' at the top-right corner.</li>
 <li>Subsequently, click the 'Import' tab to proceed.</li>
 <li>Choose 'CSV' from the list of options.</li>
 <li>Following that, tap the 'File' menu and select the newly converted CSV file.</li>
 <li>Tap the 'Import Location' menu afterwards, then choose 'Create as New Table'.</li>
 <li>Once done, configure other Import Options settings and tap 'Next' to proceed.</li>
 <li>After completing these steps, a Coda table will be created from your XML-converted-to CSV file.</li>
</ol>

How to Create Coda Tables From XML Data

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a393eab56e05a00fdf91e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to your desired Coda doc.</li>
 <li>Simply click the add icon.</li>
 <li>Click 'Collapsible list'.</li>
 <li>You’ll know you’re working with a collapsible list when you see the collapsible 'caret' icon instead of bullets, numbers or checkboxes.</li>
</ol>

How to Create Collapsible Sections in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3943ab56e05a00fdf986/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside your Coda doc, head over to the Google Sheets table and click the drop-down arrow next to the 'Refresh' button.</li>
 <li>Select 'Settings' from the available choices.</li>
 <li>After that, navigate to the right-side panel and click 'Table Options'.</li>
 <li>Find and select 'Conditional Format' to proceed.</li>
 <li>Subsequently, click 'Add Rule'.</li>
 <li>Choose the main element of the rule you want to implement.</li>
 <li>Following that, configure the associated settings according to your liking.</li>
 <li>After completing these steps, the format of the Google Sheet table in your Coda doc will be changed based on your conditional format automation.</li>
</ol>

How to Create Conditional Format Automation Between Coda and Google Sheets

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3944ab56e05a00fdf9a9/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to your table in Coda doc. </li>
 <li>Click on the 'Options' menu at the top right of your table.</li>
 <li>Select 'Conditional format' in the side panel.</li>
 <li>Click '+ Add Rule'.</li>
 <li>Select the column you’d like to base your conditional formatting rule on.</li>
 <li>Set your color and font options as desired.</li>
 <li>In the 'Apply To' section, choose the columns you’d like the conditional formatting to apply to in the rows where this criteria is met.</li>
 <li>By following these steps, you can create your conditional format in Coda doc.</li>
</ol>

How to Create Conditional Formatting in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a394eab56e05a00fdfa17/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside the Coda doc you want to use as a social media calendar, create separate pages for each post scheduled to be published on a specific day. To do that, tap the 'Insert' button.</li>
 <li>Choose 'Page' from the list of options.</li>
 <li>After that, come up with a unique page name and enter it into the provided input field. It's recommended to indicate the posting day in the title.</li>
 <li>Subsequently, type the caption of the post.</li>
 <li>Now, it's time to integrate the page with your social media handles for convenient publication. Simply click 'Insert' at the top-right corner to get started.</li>
 <li>Click the provided search bar, then type 'Ayrshare Magic'.</li>
 <li>Under the More Buttons section, find 'Publish Post' and then drag it to the main workspace right below the caption.</li>
 <li>Tap 'Connect an Account' to proceed.</li>
 <li>Subsequently, enter your Ayrshare Magic API Key into the provided input field and then click 'Continue'.</li>
 <li>Tap the 'Post' input field and type an equal (=) sign to open the formula panel.</li>
 <li>Following that, select 'DocId()' from the available choices.</li>
 <li>Enter the URL of your Coda doc inside the parentheses and quotation marks. Once done, press the 'Enter' or 'Return' key to apply the changes.</li>
 <li>Next, click the 'Platforms' menu and select the social media channels where you wish to publish the post. Likewise, press the 'Enter' or 'Return' key to save your input.</li>
 <li>After completing these steps, your content calendar will be created and integrated with your social media handles. If you want to publish it, simply tap the 'Publish Post' button right below the caption.</li>
</ol>

How to Create Content Calendars in Coda with Social Media Integrations

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3958ab56e05a00fdfa9d/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Coda document where you want to add the Cross-doc reference.</li>
 <li>Click on the 'Insert' button in the top toolbar.</li>
 <li>From the dropdown menu, select 'Packs'.</li>
 <li>Look through the available packs and find 'Cross-doc' - it lets you reference data from other Coda documents.</li>
 <li>Click 'Add to doc for free' to install the Cross-doc pack. No need to switch between documents anymore!</li>
 <li>When prompted, select the source document and then the specific table you want to reference.</li>
 <li>Once selected, drag the table to your preferred location in your current document.</li>
 <li>Click 'Add to doc' to import the data. The reference will stay synced with the source - any updates there will reflect here.</li>
 <li>That's it! You've created a Cross-doc reference. Now, you can use this data just like any native table in your document.</li>
</ol>

How to Create Cross-Doc References in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a395eab56e05a00fdfb49/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside your Coda doc, find the table that contains the data from an external source and then click its corresponding 'Options' button.</li>
 <li>After that, navigate to the right-side panel and tap the name of the connected pack. In this case, 'Google Sheets For Coda Google Sheets' will be selected.</li>
 <li>Browse the options under the 'Edit Sync Fields' section and configure each of them based on your preference.</li>
 <li>Once done, review the changes and click the 'Close' icon to proceed.</li>
 <li>After completing these steps, the data connection of your Coda doc with a third-party source will be customized based on your input.</li>
</ol>

How to Create Custom Data Connections in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3968ab56e05a00fdfc3b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to your table and click the add icon to add a column.</li>
 <li>Select 'Formula' from the list.</li>
 <li>Write your formula in the 'Column formula' field and press 'Enter' to apply the formula.</li>
 <li>By following these steps, you can create your own custom formula in Coda doc.</li>
</ol>

How to Create Custom Formulas in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3968ab56e05a00fdfc54/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>In any table or canvas, type <code>=</code> to begin writing a formula.</li>
 <li>Combine functions and columns however you want.</li>
 <li>Insert a formula column to add dynamic calculations to your table.</li>
 <li>Name it (example: "DiscountRate") and define the formula inside.</li>
 <li>Finalize your smart doc with all your customized formulas and interactive elements.</li>
 <li>Edit your Named Formula to automatically update everywhere it’s used.</li>
</ol>

How to Create Custom Functions in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a397dab56e05a00fdff0d/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click "Create", and select "Zaps".</li>
 <li>Choose your preferred data source from the available options.</li>
 <li>Select the specific data you want to import into Coda.</li>
 <li>Connect your account.</li>
 <li>Select the dataset you want to sync.</li>
 <li>Click "Test Trigger."</li>
 <li>Select Coda as the Action App.</li>
 <li>Choose "Create Row" or "Update Row" as the action.</li>
 <li>Connect your Coda account.</li>
 <li>Map the external data fields to Coda table columns.</li>
 <li>Click "Test step."</li>
 <li>Your external data is now beautifully visualized in Coda and will update automatically.</li>
</ol>

How to Create Dashboards with External Data in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a397fab56e05a00fdff64/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click "Blank doc."</li>
 <li>Click the “+” button to add a new table.</li>
 <li>Click "Table."</li>
 <li>Name it something like "Form Responses."</li>
 <li>Add columns that represent the fields you want in the form (e.g., Name, Email, Feedback).</li>
 <li>Click "Options" and select "Published forms."</li>
 <li>Click "Create form."</li>
 <li>A new form editor will open, automatically linking to your table.</li>
 <li>Customize your form accordingly.</li>
 <li>Rearrange fields by dragging them.</li>
 <li>Mark fields as required by clicking on them and toggling "Required."</li>
 <li>Click "Create link."</li>
 <li>Copy the form link and share it with users.</li>
</ol>

How to Create Data Entry Forms in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3980ab56e05a00fdff9b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside your Coda doc, hover your mouse cursor over the table and tap its corresponding 'Options' button.</li>
 <li>After that, go to the right-side panel and click 'More'.</li>
 <li>Select 'Chart' from the list of options.</li>
 <li>Subsequently, configure the chart settings based on your preferences. Use the options under Chart Display, Filter, and Sort to customize the style of your data visualization.</li>
 <li>After completing these steps, the data from your Coda table will be visualized based on your input.</li>
</ol>

How to Create Data Visualizations From Tables in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3983ab56e05a00fdffeb/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Start by creating a new doc where we'll set up our dropdowns. </li>
 <li>Create your first table to store the parent dropdown options (like Categories).</li>
 <li>Add a column for your main dropdown values (e.g., "Electronics", "Clothing", "Food").</li>
 <li>Create a second table for your child options (like specific products within categories).</li>
 <li>In the second table, add a Lookup column that connects each item to its parent in the first table.</li>
 <li>Use a Filter() formula in your form or where needed to show only options that match the selected parent value.</li>
 <li>That's it! You've created dropdown menus that change based on previous selections. No rocket science required!</li>
</ol>

How to create dependent dropdowns in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3987ab56e05a00fe0078/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to <a target="_blank" rel="noopener noreferrer nofollow" href="http://Coda.io">Coda.io</a> and open the document you want to back up.</li>
 <li>Go to table "Options."</li>
 <li>In the top-right corner, click the three dots.</li>
 <li>For a data-focused backup, click "Download table as CSV".</li>
</ol>

How to Create Doc Backups in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3989ab56e05a00fe0094/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click "+ Blank Doc" and name it.</li>
 <li>Type <code>/</code> and select "Write a ..." from the menu.</li>
 <li>Enter your content, then click "Create" to automatically generate it.</li>
 <li>Click the "+" icon and select "Table" to insert a table.</li>
 <li>Type "<code>/Embed"</code> to add images, videos, or links.</li>
 <li>Click "Insert" to insert Buttons, Formulas, or Checklists as needed.</li>
 <li>Click "Share" to invite your team.</li>
</ol>

How to Create Doc Documentation in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a398aab56e05a00fe00b5/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Create a new doc.</li>
 <li>Add Structure and use headings for organization and clarity.</li>
 <li>Add Tables for data, plus Text Blocks, Lists, and Callouts for important details.</li>
 <li>Add text like [Insert Name], [Date], or [Task List] for customizable fields.</li>
 <li>Once done, click the three dots (•••) in the top-left corner.</li>
 <li>Select "Turn into a template."</li>
 <li>Click "Create."</li>
 <li>Click on "Publish."</li>
</ol>

How to Create Doc Templates for Your Team in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a398bab56e05a00fe00e5/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Google Doc, click "Share", and copy the link.</li>
 <li>Go to your Coda document.</li>
 <li>Utilize the embed feature to integrate your content directly into websites or blogs.</li>
 <li>Paste the link, and click "Create."</li>
 <li>This setup makes it easy to reference and navigate between documents.</li>
</ol>

How to Create Document Links Between Coda and Google Docs

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3991ab56e05a00fe0183/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Coda document.</li>
 <li>Click the “Share” button in the top-right corner.</li>
 <li>Click the dropdown next to "Anyone on the internet with the link" and select "Can edit."</li>
 <li>Click “Copy link” and share it with others.</li>
</ol>

How to create edit-only links in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3994ab56e05a00fe0200/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the document where you want to create email templates.</li>
 <li>Click "+" and select "Table".</li>
 <li>Include columns like "Recipient," "Subject," and "Message."</li>
 <li>Click "Insert."</li>
 <li>Search for "Gmail", click "Add to Doc" and follow the prompts to sign in and authorize Gmail. </li>
 <li>Click your new button to confirm emails are sent correctly.</li>
</ol>

How to Create Email Templates in Coda with Gmail Integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a399fab56e05a00fe036f/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On the left sidebar of your Coda homepage, hover over 'Private' or a shared workspace where you want the folder.</li>
 <li>Click the '+ New folder' button.</li>
 <li>Select 'Create a shared folder'. </li>
 <li>Name your folder in the empty field. </li>
 <li>Click 'Create' to proceed.</li>
 <li>You now have the option to share the folder with specific people, groups, or with everyone in your workspace.</li>
</ol>

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