Coda

Turn your Coda workspace into a live knowledge base for AI conversations

Your team's data lives in Coda tables, docs, and formulas. Now your AI agent can query rows, search documents, and push updates in real time while talking to customers. Every answer is backed by your actual operational data, not a static FAQ.

Chosen by 800+ global brands across industries

Your workspace data, one question away

With 100+ API endpoints available, your AI agent reads, writes, and searches across Coda docs, tables, and automations to power conversations with live operational data.

Coda

Use Cases

Operational data meets live conversations

See how businesses use AI agents backed by Coda tables and docs to resolve customer questions, capture information, and trigger workflows without human intervention.

Real-Time Project Status for Clients

A client asks 'What is the status of my project?' Your AI Agent searches the project tracker table in Coda by client name, finds the matching row, and returns the current phase, next milestone, and assigned team lead. The client gets an accurate update in seconds. Your project managers spend zero time on status update emails.

Lead Capture Directly Into Your Operations Table

A website visitor fills out qualification questions through your AI agent. Instead of routing to a separate CRM, the agent upserts a new row into your Coda leads table with name, company, budget range, and conversation summary. Your sales team sees the lead appear in their Coda doc immediately, complete with context.

Automated Workflow Kickoff From a Customer Request

A customer requests a document review or service activation. Your AI Agent triggers a Coda automation that notifies the responsible team member, updates the request status column, and starts a timer for SLA tracking. The customer receives confirmation, and your internal workflow begins instantly without a support agent manually routing the request.

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Coda

Coda

FAQs

Frequently Asked Questions

Which Coda tables and docs can the AI agent access?

The agent can access any doc and table that your API token has permissions for. Coda API tokens inherit the permissions of the account that generated them. If you can view or edit a doc in Coda, the agent can too. You control scope by generating tokens from accounts with appropriate access levels.

How does the agent search for a specific row in a Coda table?

The agent uses Coda's Search Row endpoint, which accepts a query parameter to match against column values. For example, searching by customer email finds the matching row and returns all column data. You can also use the List Table Rows endpoint with filters for more granular queries across large tables.

Can the agent write data back to Coda during a conversation?

Yes. The agent uses the Upsert Rows endpoint to insert new rows or update existing ones based on key columns you define. It can also push buttons on specific rows to trigger Coda actions, and call the Trigger Automation endpoint to fire webhook-based workflows. All writes happen in real time.

Does Tars store copies of my Coda table data?

No. The agent queries Coda's API in real time during each conversation. Row data, doc content, and table schemas are fetched live and used only to respond to the current interaction. Tars does not maintain a replica or cache of your Coda workspace data.

What happens if my Coda doc has hundreds of rows? Will the agent be slow?

Coda's API supports pagination and search queries, so the agent does not need to download entire tables. It uses targeted searches and row-level lookups to retrieve only the relevant data. Coda has also improved API response times significantly, with some endpoints responding up to 100x faster than earlier versions.

Can the agent trigger Coda automations that send Slack messages or emails?

Yes. If you have a Coda automation configured with a webhook trigger, the agent can invoke it through the Trigger Automation endpoint. Whatever the automation does downstream, whether sending Slack messages, emails, or updating other tables, executes as configured. The agent simply starts the chain.

How is this different from embedding a Coda doc on my website?

An embedded doc shows a static or interactive view of your data. A Tars AI Agent powered by Coda actually converses with customers, interprets their questions, queries the right table, and returns tailored answers. It also captures new data from conversations and writes it back. The experience is conversational, not a spreadsheet.

Can the agent work with Coda formulas and controls?

The agent can read formula outputs and control values through the List Formulas and List Controls endpoints. While it cannot modify formula definitions, it can retrieve their computed results and present them in conversations. This means calculated fields like totals, averages, or status indicators are available to customers in real time.

How to add Tools to your AI Agent

Supercharge your AI Agent with Tool Integrations

Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.

Privacy & Security

We’ll never let you lose sleep over privacy and security concerns

At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.

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