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Coda is surprisingly helpful. It’s extra highly effective than Google Docs and extra versatile than Airtable or Notion. You should use Coda to handle tasks, manage analysis, or make interactive, collaborative paperwork. And as of October it has probably the most sturdy AI options of any doc instrument. (Extra on the brand new AI options under. Coda is so helpful that I’m shocked how few folks I do know discuss it. Learn on for Coda’s finest options, instance docs, and caveats.
Listed here are Coda’s 10 finest options.
1. Embed multimedia
You possibly can show multimedia inside a Coda doc: movies, audio recordsdata, footage, maps, and social media posts. You possibly can even show reside content material from different apps, together with Google Drive, Slack, and Spotify. Whenever you insert a YouTube video or different social posts, they play proper contained in the doc.
Google Docs can’t do that. GDocs helps you to insert static photos or gifs, however that’s it. Embedding multimedia, social content material and different supplies right into a Coda doc makes it extra vibrant and fascinating.
2. Make docs non-public, collaborative, or public
You possibly can hold a Coda doc non-public, share it with colleagues, or publish it brazenly on the net. If in case you have a number of sub-pages in a Coda doc, the cell model of your revealed doc seems and seems like an app. You possibly can embrace interactions like varieties, buttons, or sortable tables. That makes this one of the participating simple methods to make a easy new web site.
3. Embed something from Google Docs to Canva visuals
You possibly can embed whole paperwork you create on companies starting from Google Docs, Sheets, and Slides to Canva, Airtable, and Figma.
Instance: I take advantage of a Coda doc to gather a number of notes docs, sheets and assets for numerous committees and standing conferences. My use of Coda doesn’t impression my collaborators—they’ll proceed utilizing the identical Google Doc, Sheet, or Slides they already use. I take advantage of Coda’s embed characteristic to tuck separate GDocs inside a single bookmarked Coda doc as sub-pages. Having a grasp assembly doc in Coda beats looking by folders for a slew of assembly notes paperwork.
4. Join Coda to different apps and automations
Coda has a library of helpful “packs” or add-ons that allow you to robotically pull in information from different companies. These allow you to hyperlink your Coda docs to data from all kinds of sources, like Google companies:
- Connecting Gmail means you possibly can press a button inside a Coda doc to e mail assembly notes to all colleagues current.
- Connecting Google Calendar allows you to hold monitor of occasions or add new ones inside a Coda doc you’re utilizing to handle a mission.
- Connecting a Google Sheet—or different information supply—retains information synced.
5. Discover nice templates and draw inspiration from Coda’s gallery
Coda has a pleasant gallery of mannequin paperwork and templates. If you happen to see one you want, you possibly can freely duplicate and customise it. Discover a mission template or a productiveness dashboard. Or a template for week-to-week assembly notes, with a separate tab for every gathering.
Listed here are another templates I like:
6. Insert constructing blocks
Coda has interactive parts you possibly can drag into your doc. Add a fast pulse test ballot, for instance, or a gathering notes template. Or a suggestions field for a workshop. Strive an “I’ve learn it” button so folks can sign once they’re accomplished studying in a reside gathering.
7. Create buttons
Unlike most other document or note-creation tools, Coda lets you insert clickable buttons in your docs that do cool things, such as:
- Start a timer to help you stay on schedule during a meeting or class.
- Add ideas to a shared table.
- Invite questions and let people vote on — or respond to — others’ queries.
These interactive buttons enhance live collaboration for remote meetings. Live in-doc interaction can help you build consensus about key questions to address, ideas to try, or next steps on a project.
8. Keep things tidy
With Coda you can tuck anything into a toggle, so your page looks nice and clean.
A little triangle indicates that there’s material inside a section. To see the material inside, just click the triangle and it toggles open.
Why is collapsing a section of text within a toggle so useful? It enables you to neatly organize words and images on a page. You can have multiple sections, all neatly packaged up. Because each collapsed block has header text, your reader has a clear summary of the material within. Notion and Craft also have this useful feature. Google Docs doesn’t.
9. Organize data
One the most important features that distinguishes Coda from simpler document-creation tools like Word or GDocs is that Coda docs can contain searchable databases. I was intimidated by databases until I realized they were basically just tables I could filter, search, and view in various ways. Now I like collecting lists into Coda tables so I can sort by category or other criteria. Notion and Airtable also work well for this, but Craft and Google Docs don’t.
10. Coda AI
Coda recently launched several valuable AI features. Try a 90-second video overview then discover the AI-powered templates.
- AI chat. Use AI chat to ask questions of your paperwork ala ChatGPT. You possibly can ask the AI to summarize your doc, for instance, or pull out duties. You possibly can chat with the AI to create a brand new desk to insert in a doc.
- AI editor. Like different AI instruments, Coda’s AI editor can recommend methods to rewrite a sentence or paragraph or translate it; recommend a listing of inquiries to probe for a mission you’re engaged on; or suggest edits to make your writing sound extra skilled or informal.
- AI auto-fill. Coda AI can robotically fill a desk’s column. Use that to:
- Autofill Column D with fast explanations of tech phrases in Column C
- Autofill Column E with AI translations of fabric in a previous column
- Autofill Column F with an e mail draft summing up the purpose in Columns C and D for the org and particular person listed in prior columns.
- AI is free with paid plans. AI utilization is capped on Coda’s free plan. In contrast to Notion, although, Coda doesn’t cost paying customers further to make use of AI.
Caveats
- Formulation aren’t for novices. It’s gotten simpler to create formulation like these in Excel or Google Sheets, but it surely’s nonetheless not trivial. Coda’s Guides, formula library, and video course are useful.
- Different instruments can do a lot of what Coda can do. It’s simple to create and manage tables and collections in Notion, which works effectively and has lots in frequent with Coda. I additionally like organizing information in Airtable, which I wrote about here.
- Not every part is free. Coda is a freemium service, so it’s free for primary use. Superior options price $10/month. Particular pricing: Coda for students and an educator discount. E mail [email protected] for different inquiries.
- The Coda internet clipper nonetheless isn’t nice. Clippers allow you to seize one thing from the net and put it right into a Coda desk. However Coda’s clipper has restricted performance. Raindrop, Evernote, and Airtable all have higher clippers for gathering information on-line.
This text is republished with permission from Surprise Instruments, a publication that helps you uncover probably the most helpful websites and apps. Subscribe here.
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