Packs are our version of integrations or plug-ins. They connect to your doc to the apps you use every day so you can pull live data in or push updates out automatically.
How does data flow through Packs?
Packs integrate data into Coda docs in two ways:
Pulling data in, such as a dashboard embedded into a project management hub.
Think of this as ‘read-access.’ You can see but you can’t touch. Ideal for status updates, presentations, and centralized working hubs. Some common examples are embedded Figma files or YouTube videos.
Pushing data out, such as a button that pushes updates to a Jira board.
Think of this as ‘write-access.’ You can action on the data — update a status, send a message to Slack, email notes via Gmail, or create a new GCal event.
Note that these integrations are on a per-doc basis, not across all docs connected to a user or an entire workspace. When you enable a Pack for one doc, this does not enable that Pack for all docs in your workspace or all docs that you’ve created. This means each doc can have a different Pack setup depending on your specific needs.
When you sign in an account to install a pack you can set up permissions for who can access data and who can take actions with the account from the Coda doc.
Pulling in third-party app data into your Coda doc
Packs have granular sharing settings to protect your privacy. When connecting a Pack to your Coda doc, you have two sharing options:
You and anyone this doc is shared with ー Setting this access for an account will set up a shared account. Users will be able to create sync tables and view data, use formulas and column formats.
You might choose this option for personal docs or if the information should be viewed by everyone in the doc. For example, a shared team Google Calendar or a Mode Dashboard that tracks your team’s OKRs.
Nobody ー this limits the data from being pulled into the doc, so it can only be actioned on by you. Setting this access for an account will set up a private account. No Sync tables can set up for this account and Coda will not pull in data from the account to use formulas or column formats.
If you select Nobody, only you can take actions on this account. For example, with the Gmail pack, only you can send an email or create a draft. You might choose this to control permissions on Gmail pack when you don’t want anyone to pull data from your Gmail, but you do want to use the button to send emails from your account.
Pushing Coda doc data to a third-party app
Packs can pull data in and can also push data out. You have three options to choose from to ensure your data is always secure:
Only you ー you are the only one who can push out any actions or data from the Coda doc to the third-party app, other users will have to sign in with their own accounts to take actions with the pack. While users can access the pack tables, they will not be able to take actions with buttons.
For example, you may have the Slack Pack enabled for your doc and you’ll be the only one who can push messages from your doc to Slack. Each user can set up their own Slack Pack so they can all push out messages from their own account.
Anyone this doc is shared with ー any user who can access the doc can push out data. Setting this access for an account will set up a shared account and any user may take actions on behalf of this account.
If we continue the Slack example, this means that everyone in the doc can push out messages from your doc to Slack from your Slack account ー without having to set up their own accounts.
Nobody ー this setting restricts any action being taken and only allows users to view data.
You might want to choose this option if you intend your doc to be strictly informational and connecting data, rather than pushing data out.
After you have signed in to an account you can make changes to the permissions in the explore panel.
Managing Packs Approvals for Enterprise Admins
Admins for teams on Coda’s Enterprise plan can control which Packs are accessible within their workspaces. You can find more information here.