How to connect and import Coda content to Cassidy
Importing documents and pages from Coda enables you to bring your collaborative documents and databases into Cassidy's Knowledge Base for enhanced AI-powered search and analysis.
Follow these steps:
Access Account Settings: Click on your name in the bottom left of the sidebar, then click the settings icon next to your name.
Navigate to Connected Apps: Once in the Account Settings, click "Connected Apps".
Initiate Coda connection: Click the "Connect Coda" button to start the integration process.
Enter API Token: You'll be prompted to enter your Coda API token to authenticate the connection between Cassidy and your Coda account.
Connection established: Once you have provided your API token, click the "Create Connection" button to establish the link between Cassidy and your Coda account.
If you ever need to disconnect the integration, simply click the "Disconnect" button.
Import Coda content: In the Cassidy Knowledge Base, navigate to the import section (see the importing from external apps & integrations article in the Knowledge Base collection for more information). Select the desired Coda documents and click "Import" to bring your content into Cassidy.
Content from the selected files and folders will now be imported to the Cassidy Knowledge Base and synced regularly (see the syncing integrations article for more information).
If you haven't already connected the Coda app, you can also initiate the connection process directly from the import section in the Knowledge Base.
By following these steps, you can seamlessly connect your Coda account to Cassidy, enabling you to import and sync your valuable document content. This integration empowers your team to leverage Cassidy's AI capabilities while maintaining the familiarity and structure of your Coda documents and databases.