Coda Skill

Coda Skill

Overview

Claude can manage your Coda workspace to create docs with tables, build automations, and create interactive documents. Combines documents and spreadsheets in one powerful tool.

Quick Install

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

Or manually:

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

Setup

Configure via canifi-env:

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

canifi-env set CODA_EMAIL "[email protected]"

Privacy & Authentication

Your credentials, your choice. Canifi LifeOS respects your privacy.

Option 1: Manual Browser Login (Recommended)

If you prefer not to share credentials with Claude Code:

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

If you're comfortable sharing credentials, you can store them locally:

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

Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.

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

When you learn a better way to accomplish a task with Coda:

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