Coda Skill

Overview

Quick Install

curl -sSL https://canifi.com/skills/coda/install.sh | bash

cp -r skills/coda ~/.canifi/skills/

Setup

# First, ensure canifi-env is installed:
# curl -sSL https://canifi.com/install.sh | bash

canifi-env set CODA_EMAIL "your-email@example.com"

Privacy & Authentication

Option 1: Manual Browser Login (Recommended)

1. Complete the Browser Automation Setup using CDP mode
2. Login to the service manually in the Playwright-controlled Chrome window
3. Claude will use your authenticated session without ever seeing your password

Option 2: Environment Variables

canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"

Capabilities

• Create and edit docs
• Build tables with views
• Create formulas and calculations
• Set up automations
• Build buttons and controls
• Create charts and visualizations
• Use templates (Packs)
• Share and collaborate
• Create cross-doc connections
• Build interactive pages
• Add conditional formatting
• Integrate with external services

Usage Examples

Example 1: Create Doc

User: "Create a Coda doc for tracking team tasks"
Claude: Creates doc with Tasks table, adds views for status.
        Returns: "Created Tasks doc with table and views"

Example 2: Add Table

User: "Add a contacts table to my CRM doc"
Claude: Opens doc, adds table with name, email, company columns.
        Confirms: "Contacts table added with 3 columns"

Example 3: Create Automation

User: "Set up a reminder when tasks are due"
Claude: Creates automation rule for due date reminders.
        Confirms: "Automation created for due date alerts"

Example 4: Build View

User: "Create a kanban view for the projects table"
Claude: Adds kanban view grouped by status.
        Confirms: "Kanban view created for projects"

Authentication Flow

1. Claude navigates to coda.io via Playwright MCP
2. Enters CODA_EMAIL for authentication
3. Handles 2FA if required (notifies user via iMessage)
4. Maintains session for doc operations

Selectors Reference

// Doc list
'.docs-list'

// Page content
'.page-content'

// Table
'.table-wrapper'

// Row
'.table-row'

// Add row button
'.add-row-button'

// Formula bar
'.formula-bar'

// View selector
'.view-selector'

// Automation button
'.automation-button'

// Pack settings
'.pack-settings'

// Share button
'.share-button'

Coda Formulas

Filter(table, condition)    // Filter rows
Lookup(table, col, value)   // Find value
FormulaMap(list, fn)        // Transform list
If(cond, true, false)       // Conditional
Concatenate(str1, str2)     // Join strings
Today()                     // Current date
User()                      // Current user
Button()                    // Interactive button

Error Handling

• Login Failed: Retry 3 times, notify user via iMessage
• Session Expired: Re-authenticate automatically
• Doc Not Found: List available docs, ask user
• Formula Error: Identify syntax issue, suggest fix
• Automation Failed: Check rule configuration
• Pack Error: Verify Pack connection

Self-Improvement Instructions

1. Document the improvement in your response
2. Suggest updating this skill file with the new approach
3. Include specific formula patterns
4. Note useful Pack integrations

Notes

• Documents with database power
• Formulas similar to spreadsheets
• Automations for workflows
• Packs for integrations
• Buttons for interactivity
• Cross-doc for data sharing
• Templates gallery available
• API for advanced automation