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Import your Coda documents and tables into the Knowledge Base so your Agents and Workflows can search and reference them.

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Connect your account

1

Open Connected Apps

Click your name in the bottom-left of the sidebar, then click the settings icon to open Settings. Select Connected Apps.
Cassidy sidebar showing the account settings popup
2

Connect Coda

Locate Coda in the list and click Connect.
Connected Apps page showing Coda in the integrations list
3

Enter your API token

Paste your Coda API token into the token field and click Create Connection. You can generate a token from Coda’s API settings if you don’t have one yet.
Connect to Coda dialog with API token field and Create Connection button
4

Confirm the connection

Coda now shows as Connected in your Connected Apps list.
Connected Apps list showing Coda with a Connected status and Disconnect button

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Import content

1

Select Coda as the source

Navigate to your Knowledge Base, click Sync From Integrations, and select Sync from Coda.
Knowledge Base Sync From Integrations dropdown showing Sync from Coda option
2

Select documents

Browse your Coda workspace, select the documents you want to import, then click Import.
Import content from Coda dialog showing documents with checkboxes

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Next steps

Knowledge Base overview

Learn how to organize and manage your imported content.

Build your first Agent

Create an Agent that uses your Coda documents to answer questions.