Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt

Use this file to discover all available pages before exploring further.

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

​
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

​
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

​
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.