- Using Slack to request updates
- Using Github to manage engineering tasks
- Using Gmail to send updates
- Why did nothing happen after I pasted a link?
- Why is my Pack-connected doc being slow?
- When does Pack data refresh?
- What if I don't see the Pack I want?
Packs allow you to connect Coda and the other apps you use to get your job done, making your Coda docs even more customized to how you and your team work together.
How to install Packs
You add Packs to your doc by clicking the Explore button in the upper right and selecting Packs:
You can also add a Pack by typing / onto the document canvas and typing the name of the Pack you're after.
The steps for adding a Pack are:
- Select the Pack you would like
- Install the Pack
- Allow Coda to connect to your app
- Decide whether you'd like the connection to be for one account or multiple accounts
Let's see what this looks like in practice.
I'm going to click Intercom to select the Intercom Pack:
You'll then see details about the Pack and its use, as well as some example Coda docs with this Pack. To add a the Pack, click the button to Sign in and install the Pack:
Select the account you'd like to use, and then determine who can see the data from this Pack:
You'll then decide who can take actions using the connected account:
You'll have three options to choose from:
- Nobody - You'll choose this option if you never want anyone else in the doc to take actions in the connected app. For example, you want everyone to view Github pull requests in your project tracker, but not take actions on them.
- Only you - You'll choose this option if you are comfortable with people taking action in the connected app, but only using their login. For example, everyone can use their own Intercom accounts to respond to customer questions.
- Anyone this doc is shared with - You'll choose this option if you are comfortable with everyone using the same account. This will be the best option for any account that everyone shares - for example a team calendar.
Once you install a Pack, you'll see in the Packs panel:
You can then adjust your settings by clicking the Pack and exploring the Settings menu:
How to use Packs
Once you install a Pack, there are four ways you can interact with them:
- Adding a Packs Table
- Accessing live data from links
- Custom Pack Buttons
- Custom Pack Formulas
Adding a Packs Table
You can then add a Packs Table by adding via the Building Blocks menu in the right hand panel. Find out more about which Packs have Tables and more details on setting them up here:
Accessing live data from links
One of the most powerful parts of Packs is that you'll be able to see all the information from URLs. For example, if you have a Table with links to Intercom conversations, you can then call on information about that link:
Once you paste a link into a table (as we see above), you can then automatically add columns using the data from the link. You'll also see pack-specific column formats to choose from when adding a new column to your table:
Custom Pack Buttons
Under the / insert menu (accessed by typing / into your document), when you select the button option, you'll see pre-packaged buttons based on your installed Packs. For example, for my Intercom Pack, I can add a button to create conversations. If you have multiple Packs, you'll see all of them listed in this menu as well:
You can also include Pack buttons in your tables. To begin, choose the button column format:
Then, you can customize the action the button will take using your installed Packs:
Custom Pack Formulas
Like any other part of Coda's formula language, you can type the Pack name to access its special formula building blocks. For Figma, I'll see the following:
Watch a video about Packs
Pack 1 - Using Slack to request updates
To set up this the requesting update workflow, you'll want to add a button column to your task table with the following settings:
- Label - "Request Update"
- Action - "Slack: Post Message"
- Account - Whichever Slack account you want to use for delivery
- Content - If you want to include the name of the specific task, use the following formula:
= Concatenate([Task Name Column],"what you would like your message to say")
- Channel - Which Slack channel you would like to post to (make sure you include a # beforehand). If you'd like to send it as a direct message type @ and the person's Slack handle
Pack 2 - Using GitHub to manage engineering tasks
Just like in the Slack Pack example, you'll add a button to a column:
- Label - "Merge"
- Action - "GitHub: Merge pull request"
- Account - Whichever Github account you want to use for merging
- Pull Request URL - The name of the column with your Github URL
Pack 3 - Using Gmail to send updates
For this example you'll simply add one button to the canvas.
- Label - "Send weekly update"
- Action - "Gmail: Send email" (or "Gmail: Create draft" if you want to do further customization)
- Account - Whichever Gmail account you'd like to send from
- To - The email address or addressed you would like to send to
- Subject - "Weekly Update"
- Content -
=[Task Table Name]
Why did nothing happen after I pasted a link?
There are a few things to check if this happens. First, check that your Pack is installed and your connection is working by clicking the Packs icon and clicking the Pack that you're troubleshooting.
Next, try pasting the link into a new column. The column format associated with that link will be shown in the column header. When pasting into an existing column the link should reference data of the same format.
For example, the Spotify Pack offers three column formats, Album, Track and Playlist. The Spotify links usually contain a hint as to the format of their referenced data in the URL, e.g. the link open.spotify.com/album/.... refers to an album and should be pasted into a column of format Album.
Why is my Pack-connected doc being slow?
If you're doc has more than 10,000 rows with Pack links, you will see a slowing of performance in your doc. We are always working to increase this threshold.
When does Pack data refresh?
This is up to you.
- For Packs Table look in the Sync Settings and change the frequency, the default is daily.
- For Pasted URLs You can choose from Manually or Daily under the Pack's Settings menu.
What if I don't see the Pack I want?
We are always looking for Pack requests! If you have a Pack idea, head to community.coda.io and add your idea to the Suggestion Box section.
Which packs can I use in a Free plan?
Certain packs are available only in a Pro or Team plan. Some of these can still be used in a Free plan, with a limit on the number of monthly actions taken and only manual data refresh. You can see which packs are available in which plans on our Packs page, or by clicking Add a new Pack inside Coda.