​

Coda Integration

​

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

1. Navigate to Settings → Integrations in your BuildBetter dashboard
2. Select Coda from the documentation integrations
3. Enter your Coda API token
4. Choose which workspaces to connect
5. Configure default access permissions
6. Click Connect to activate the integration

​

Configuring Export Settings

1. Go to Settings → Integrations → Coda → Export Settings
2. Configure your preferences:
   • Default export doc or folder
   • Default formatting options
   • Table structure for action items and decisions
   • Include metadata options
3. Save your configuration

​

Usage

​

Exporting to Coda

1. Open any document, transcript, or summary in BuildBetter
2. Click the Export button
3. Select Coda as the destination
4. Choose export options:
   • Target Coda doc
   • Content structure (tables, sections, or both)
   • Access permissions
5. Click Export to send to Coda

​

Creating Meeting Docs

1. After a recorded meeting, click Export to Coda
2. Choose a template:
   • Meeting minutes
   • Project update
   • Customer interview
   • Decision log
3. Customize the export structure
4. Click Create to generate the Coda doc

​

Action Item Tracking

1. From any meeting with extracted action items
2. Click Export → Action Items → Coda
3. Choose format options:
   • Create new table or add to existing
   • Include assignees, due dates, and context
   • Set up status tracking
4. Export to create an interactive action item tracker

​

Advanced Features

​

Custom Templates

1. Go to Settings → Integrations → Coda → Templates
2. Create new templates with predefined:
   • Table structures
   • Formula relationships
   • Automation triggers
   • Cross-doc connections
3. Use these templates when exporting to Coda

​

Data Syncing

1. Enable the Sync option when exporting
2. Choose sync frequency (manual, daily, or on changes)
3. Select which data elements should stay in sync
4. BuildBetter will automatically update your Coda doc when source content changes

​

Meeting Packs

1. Select multiple related meetings in BuildBetter
2. Click Create Coda Meeting Pack
3. Choose what to include:
   • Meeting summaries
   • Key insights across meetings
   • Action item tracking
   • Decision history
4. 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