Features
- Document Export: Export BuildBetter documents to Coda docs
- Interactive Summaries: Transform meeting summaries into structured Coda content
- Action Item Tracking: Convert meeting action items into Coda tables and tasks
- Transcript Reference: Include searchable meeting transcripts in Coda docs
- Data Integration: Use BuildBetter data in Coda formulas and automations
Setup Instructions
Prerequisites
- An active BuildBetter account
- Coda account with appropriate permissions
- API token for Coda
Connecting Coda
- Navigate to Settings → Integrations in your BuildBetter dashboard
- Select Coda from the documentation integrations
- Enter your Coda API token
- Choose which workspaces to connect
- Configure default access permissions
- Click Connect to activate the integration
Configuring Export Settings
After connecting:- Go to Settings → Integrations → Coda → Export Settings
- Configure your preferences:
- Default export doc or folder
- Default formatting options
- Table structure for action items and decisions
- Include metadata options
- Save your configuration
Usage
Exporting to Coda
Export BuildBetter content to Coda:- Open any document, transcript, or summary in BuildBetter
- Click the Export button
- Select Coda as the destination
- Choose export options:
- Target Coda doc
- Content structure (tables, sections, or both)
- Access permissions
- Click Export to send to Coda
Creating Meeting Docs
Create interactive meeting documentation:- After a recorded meeting, click Export to Coda
- Choose a template:
- Meeting minutes
- Project update
- Customer interview
- Decision log
- Customize the export structure
- Click Create to generate the Coda doc
Action Item Tracking
Convert meeting action items to Coda tasks:- From any meeting with extracted action items
- Click Export → Action Items → Coda
- Choose format options:
- Create new table or add to existing
- Include assignees, due dates, and context
- Set up status tracking
- Export to create an interactive action item tracker
Advanced Features
Custom Templates
Create and use customized Coda templates:- Go to Settings → Integrations → Coda → Templates
- Create new templates with predefined:
- Table structures
- Formula relationships
- Automation triggers
- Cross-doc connections
- Use these templates when exporting to Coda
Data Syncing
Keep BuildBetter data synchronized with Coda:- Enable the Sync option when exporting
- Choose sync frequency (manual, daily, or on changes)
- Select which data elements should stay in sync
- BuildBetter will automatically update your Coda doc when source content changes
Meeting Packs
Create comprehensive meeting documentation packages:- Select multiple related meetings in BuildBetter
- Click Create Coda Meeting Pack
- Choose what to include:
- Meeting summaries
- Key insights across meetings
- Action item tracking
- Decision history
- Generate a connected set of Coda docs for complete project documentation
Troubleshooting
Connection Issues
- Verify your Coda API token is valid
- Check permissions for the target Coda docs
- Re-authenticate if the connection has expired
Export Problems
- Check for size limitations on large exports
- Verify you have editor permissions in target docs
- Ensure all required tables exist for appending data
Formatting Issues
- Review Coda format compatibility for complex content
- Check for special characters or formatting that might not transfer
- Use simpler structure for more reliable exports
Use Cases
Team Documentation
- Create living team documentation that evolves with each meeting
- Build knowledge bases with linked meeting references
- Develop searchable archives of team decisions
Product Management
- Create interactive product specs with meeting-sourced requirements
- Track feature discussions across multiple stakeholder meetings
- Build customer feedback databases from sales and support calls
Project Tracking
- Generate project status docs from regular team meetings
- Create timeline views of project discussions
- Track deliverables and action items in connected tables