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THE RESULTS:
PMMs each save PMM work regularly done in Coda
8 hours every month of ul 80%
admin work
£ Share “Coda makes it easy for people to get the information they need, which not only saves time, but also
. empowers them to do the job. Instead of fielding Slack messages throughout the day from people asking
¢ More for help locating a specific timeline, message, contact, etc., teams across Intercom can just find what they
C need when they need it.
Gallery
No one ever has to worry about redundancies like updating contact info for partners 20 different times in 20
different places. We edit in one place and it populates everywhere. Everyone is saving time.”
“l couldn’t do what | do in Coda with any other tool—it
does so many different things! Now, I'm even paying for a N
personal account so | can bring all of these efficiencies to G
the rest of my life.” ‘
D
You can learn more about Intercom on their website.
< Curious about what Coda can do for your K Want to align cross-functional teams?
business?
4 Try Coda
|# How Intercom PMMs save one day a month
working in Coda.
Mark lafrate, PMM & Partnerships at Intercom, shares his company’s experience
with Coda.
@® Coda
THE CHALLENGE:
Intercom needed an easy way to organize workflow,
information, and resources for product launches.
“The coordination of cross-functional teams is crucial to the success of our PMM team at Intercom. The
cost of having workflows live across siloed databases is the time you spend moving information ‘on-foot’
from one place to another.
|THE CHALLENGE:
Intercom needed an easy way to organize workflow,
information, and resources for product launches.

« Share “The coordination of cross-functional teams is crucial to the success of our PMM team at Intercom. The
T More cost of having workflows live across siloed databases is the time you spend moving information ‘on-foot’
’ from one place to another.

K Gallery My team initially started using Coda to organize and execute product launches, but after realizing how

powerful and versatile it was, we adopted it for managing all our partner co-marketing activities.”
“We needed to give people on various teams the information they
need to understand our goals, complete their tasks, and keep the
momentum going.”
Mark lafrate, PMM & Partnerships at Intercom

Mandatories Also considered

Flexibility Asana

\ Customization “It can get cumbersome, especially if you try to stretch its

@ Integration with existing use case at all.”

workflows

THE SOLUTION:
|coda Product v Solutions v Resources v |  Gallery Pricing Signin Request a demo Get started

Coda case studies

Learn how other companies use Coda to save time and money—while

maximizing their productivity.

E Coda
How Foraged cut their time to market by 2 months with Coda.
F() Jack Hamrick, Co-founder and CEO at Foraged, shares his experience with Coda.
Coda - 23 Sept

How NEOS Design saves 500 hours ; How Plato saved $200K a year with
a year running on Coda. 2 Coda.
Martin Vilches, Founder & CEO at... Quang Hoang, CEO at Plato, shares h...
coda.io coda.io
How Pinterest saves tens of o How Appetiser grew from $2M to
thousands of dollars per quarte... $8M in 2 years with Coda
Naveen Gavini, SVP of Products at... Appetiser's founder and Director,...
coda.io A G coda.io
How Intercom PMMs save one day How Searchlight saves 15-30
a month working in Coda. - How... hours each week with Coda. - Ho...
Mark lafrate, PMM & Partnerships at... Searchlight Founder & CEO, Kerry...
coda.io coda.io


Searching Coda API

appName: Coda

appCategory: Productivity

appTagline: The doc for everyone, meet the evolution of docs

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companyStage: Growth Stage

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TABLES AND VIEWS « Build a one-way sync from one Coda doc to another
Tables N ¢ Automate reminders
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Columns >


Consolidate your tool stack

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coda Product v Solutions v Resources v Gallery Pricing Signin Request a demo
(] (] (]

Coda is built for security and scale.

What is Coda’s security philosophy? —

Coda was engineered for enterprises from the start, thanks to our founding team who

built major systems at Microsoft and Google, and to our earliest users coming from multi-

national corporations. Find more information below or learn more at coda.io/trust.

How does Coda manage authentication and sign-in? +

How does Coda handle provisioning? +

What fine-grained authorization controls can | expect with Coda? +

Does Coda have an Audit API? +

How is data encrypted? +

What regulations, standards, and certifications does Coda meet? +
|coda Product v Solutions v Resources v Gallery Pricing Signin Request a demo
Get more out of your tools,
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7 . . . . ,
f Some tools silo knowledge with complex licensing. Coda’s
. ecosystem of integrations syncs third-party data to make
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|coda Product v Solutions v Resources v Gallery Pricing Signin Request a demo
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Import your Notion docs, Trello boards, and more into Coda with just a click. Or reach out to
our team to see how 25,000 teams are saving time and money without compromising by
consolidating with Coda.
[ ] [ ] (]
Coda is built for security and scale.
What is Coda’s security philosophy? +
|coda Product v Solutions v Resources v Gallery Pricing Signin Request a demo
PLATO
“We had 3 months of runway left. We were
burning through cash with inefficient SaaS
services. We built an execution path on Coda,
and the cost savings were huge.”
& Quang Hoang
Founder & CEO at Plato
|Coda Product ~ Solutions v Resources v |  Gallery Pricing Signin Request a demo Get started
Why Coda? Case studies Platform
Consolidate your tool stack Intercom , Publishing
I Build docs as powerful as apps, and integrate How Intercom PMMs save one day a month with Coda.
tools int 3 .
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enough to consolidate everything from notes to team hubs and project management to OKR trackers.
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|coda Product v Solutions v Resources v Gallery Pricing Signin Request a demo Get started
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|Coda Product ~ Solutions v Resources v |  Gallery Pricing Signin Request a demo Get started
Why Coda? Case studies Platform
Consolidate your tool stack Intercom , Publishing
I Build docs as powerful as apps, and integrate How Intercom PMMs save one day a month with Coda.
tools int 3 .
your tools into one space @ APl
Pinterest
P .,.) Save money with our pricing modgl How Coda helps Pinterest save thousands per quarter. fx Formulas
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How TED created the ultimate company wiki in Coda. acks
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How Appetizer grew to $8M in two years.
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All Collections Coda Basics Your Coda Doc Formatting text
Formatting text
Learn how to apply various text formatting styles in Coda
,ﬁﬂ Written by Genevive Bretto
Updated over a week ago
As is common with docs, Coda supports a variety of text formatting options. Coda
supports most traditional keyboard shortcuts for formatting; you can review the full
list of Coda keyboard shortcuts by typing /keyboard shortcuts anywhere in your doc.
If you prefer to use a formatting menu, read on for how to apply various formatting
options to your text.
In this article
Accessing the text formatting toolbar
Undo and redo
Paragraph styles
Font size and style
Emojis
Accessing the text formatting toolbar
|Your Coda Doc
Formatting text
Learn how to apply various text formatting styles in Coda
'ﬁ‘ Written by Genevive Bretto
Updated over a week ago
Your data in Coda
Setting up the backbone of your Coda doc with Tables
'ﬁ‘ Written by Genevive Bretto
Updated over a week ago
How do | rename my doc?
'ﬁ‘ Written by Genevive Bretto
Updated over a week ago
Importing Text Files into Coda
Getting data into Coda from other programs couldn't be easier with our handy Markdown
and CSV file import features
% Written by Lena Webster
Updated over a week ago
Doc Title Menu
Rename and manage your doc from your doc's title menu.
% Written by Lena Webster
Updated over a week ago
Copy and paste in Coda
Reuse and connect content in your doc
|your doc. You'll see the list of emojis you can search through.
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SEARCH RESULTS
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YESTERDAY AT 5:46 AM & Unlocked
Try Staff Cook Omelets Without A Recipe: WAR LIVE Prep!
Hello Patreon! Here's some extra content for you ALL to start getting excited for WAR Live this
Saturday! We needed to test out our cameras so we asked two of our staff members to help.
Become a creator X Our Finance Manager, Devin, and our Production Coordinator, Desiree, went head to head to
Build a membership for your fans
and get paid to create on your own
terms. Continue reading
Get started
O 0 vee 84 Likes
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WHAT TO EXPECT
Join us for a live meet-n-greet with members of Patreon’s Policy
Team.
This quarter we will prioritize questions from the adult/18+
creator community specifically, however, all creators are
welcome and encouraged to join.
TOPICS
|TOPICS
= The duo will share an update on recent and upcoming developments
related to policies, advocacy, content moderation, & more.
= Engage in a live Q&A
Please note registration closes 3 hours before the session begins. All
registered and wait list guests will receive a link to an On Demand
recording.
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Global Head of Policy Head of Creator Policy Engagement

As Patreon's Global Head of Policy, Laurent is leading the As Patreon’s Head of Creator Policy Engagement, Courtney is
company’s policy development, strategy, planning, and advocacy the Policy Team’s main liaison to the creator community. Working
globally in the Content, Payments, Benefits, Merchandise, with Laurent, she focuses on researching and developing
Community, and Public categories. Before Patreon, Laurent creator-focused policies, reports, and workshops, as well as
served in senior public policy roles at Eaze and Yelp. Prior to that, some external-facing public policy initiatives. Courtney’s career
Laurent worked in the House of Representatives for over 11 years has centered at the nexus of tech, policy, communications, and
focusing on technology policy issues in the areas of intellectual the arts
property, telecommunications, and internet law.
|Past Events and Experiences
Can't join us for an upcoming event? Looking for a topic you don't see? Check out
these past events and workshops.

EVENTS DEMOS WORKSHOPS ALL
pATREON ConneCt . -
AUGUST 30, 2022 JUNE 14, 2022 APRIL 27, 2022
Patreon Connect Patreon Connect Pull Up Late Night
Join us for a live meet-n-greet with A presentation and Q&A with members of Join us as industry-leading creative
members of Patreon’s Policy Team. This Patreon'’s Policy Team, who shared more on partners come together to share their
quarter we will prioritize questions from the Patreon's public policy advocacy work and stories and creative journeys with you, the
adult/18+ creator community specifically, a new tool for content moderation. Pull Up community. The night will be full of
however, all creators are welcome and featured guests, special performances and
encouraged to join. community connections featuring your

favorite Pull Up creators Nicole Cardoza
and RTTV, and...
Ty


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Doc detail

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coda Product v Solutions v Resources v Gallery Pricing Signin Request a demo Get started
Categories Rituals of great teams See all
Personal .\.‘: \ }7’53 I:IY
Project management ﬁ ¥ (N :1
Product design 4 , l \:,1
HR Sonmm _— R/
- = Vi
Self improvement
Marketing Gokul's S.P.A.D.E. Toolkit The Superhuman An inside look at how
IT admins Product/Market Fit Engine Figma ships product
Fitness . . . .
Gokul Rajaram &% Rahul Vohra / Yuhki Yamashita
Education . Caviar Lead at DoorDash % Founder & CEO at Superhuman 9 VP of Product at Figma
Travel
All categories
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Account Plan Template 5 ways to get the most out Team Retrospective
of one-on-ones
Q Eric Glick a Raechel Timme 6 Glenn Jaume
@ Solutions Engineering at Coda ' Head of HR at Coda Product Manager at Coda
Recommended Packs See all Packs
Free Pro $5 Team $10
3
Cross-doc @ Google Calendar @ Jira @
|< J2 Aninside look at how Fi... An inside look at how Fig... Active Projects Launch Cal Team Pages + Data + E Request a demo Copy doc
© Active Projects
We meet every Thursday to go over each team's active projects. Hit @ if you
have a question or give ¥ beforehand!
@ see only Active Projects (i.e., Stage NOT in {blank, Early Thinking, Not started,
Completed & analyzed})
Editor Team's Projects
Project Name Active  Stage Launch Latest Status This Week's Update Last Week's Update  Q? ? Q@ from
Auto Layout v2 Launched v 4/6/20 4 On Track v Shipped at Config! Demo  Working through 8® oe 93}@ v
well-received, and last few bugs e g
feature rolled out
smoothly during
conference.
Paste image in Engineering v 5/7/20 4 On Track v Core features are Starting core Sy o@ 9 v
rectangle complete, doing clean-up features work
& testing now.
Open Type Engineering v 5/8/20 A Slight / v Pending changes design  Investigating Sy ﬁ” o@ v
Possible discussion tomorrow. feasibility of tweak
Delay to feature
Plugin Inspector Designing v 5/17/20 4 On Track v Ontrack Milestone 2 of 3 Sy o@ v
complete!
Design Systems Planning v 5/27/20 4 On Track v Need to figure out how Some calls with 8® o@ v
Analytics we squeeze this in. customers to see
what analytics they
want.
+
|< J2 Aninside look at how Fi... An inside look at how Fig... Active Projects Launch Cal Team Pages + Data + E Request a demo Copy doc
change in plans (whether it was a priority or a launch date) was impossible to coordinate across all of
Problem 1: Meeting efficiency
these documents.
Problem 2: The need forace
The solution: Figma's produc
he solution: Fi ' d d d
The solution: 1igmas pro uct roa map doc 1. Focus only on what warr
o . . . 2. Establish It f refl
We knew that we needed to optimize meeting efficiency and create a source of truth. So that's exactly Srabisn A cure orre
. . . . . . 3. Create more accountability
what we did—with this Coda doc. In solving these two problems, we built four key features into the doc:
4. Celebrate wins
« Share
. . . You can ship product like Fi
i More 1. Focus only on what warrants discussion o N
& Ready to get started? H
L cal We first adjusted the Coordinator Meeting to begin with ten minutes of silent reading to give everyone
allery )
time to read through everything in @ Active Projects. Each project and update had their own @ button
that allowed readers to indicate if they wanted the group to discuss (e.g., to ask for clarification, or to
debate the approach).
A Project Name Stage Launch  Latest Status This Week's Update Q? Q from o? Q from
Auto Layout v2 Launched  ~ 2/6/20 OnTrack =~ ShippedatConfigibemo @ & -~ @ ° € -
well-received, and feature e e
rolled out smoothly
during conference.
Paste image in Engineering v  3/8/20 OnTrack ~ Core features are (o] - @ ) 9 =
rectangle complete, doing clean-up
& testing now.
Open Type Engineering ~ 3/9/20 A Slight / ~ Pending changes design ° 9’ v v o) v
Possible discussion tomorrow.
Delay
Plugin Inspector Designing ~ 3/18/20 On Track ~ Ontrack [>] - L 4 o) v
Design Systems Planning ~ 3/28/20 OnTrack ~ Need tofigure out how Q 9 v v o) -
Analytics we squeeze this in.
With this small change in format, people had the time to get the whole picture during the silent read,
then spend time only on what needed to be discussed. Without too much effort, the meeting went from
one hour to just 20 minutes!
Side note: silent reads at the beginning can be so productive. Many of our design crits actually
begin with silent crits as well. Also, since we're doing the silent read remotely now, we've started playing some
|- — _I | | ( ’ | T I | | I |
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Designing the fastest way to keep an entire company up-to-date on our
roadmap using a Coda doc and a bit of social engineering.

@® vuhki Yamashita
When I started at Figma, we tracked progress of our product roadmap through a weekly centralized Problem 1: Meeting efficiency
meeting dubbed the "Coordinator Meeting." All PMs, EMs, and design leads would gather for an hour Problem 2: The need for a ce...
every Thursday, and we'd go around the table giving updates on all known projects, share wins, and The solution: Figma's produc...
discuss challenges. We did this using three separate documents: (1) a spreadsheet of projects, (2) a I- Focus ley onwhat warr...
document where we took notes on updates, wins, and challenges, and (3) a different spreadsheet for 2 Fetablisha culture of refl
upcoming launch dates 3. Create more accountability

P & ’ 4. Celebrate wins
Of course, coming from Uber where we ran execution through Coda, I was immediately tempted to You can ship product like Fig...
streamline this meeting through a singular Coda doc. After all, I saw all the familiar problems we had to & Ready to get started? H...
|< J2 Aninside look at how Fi... An inside look at how Fig... Active Projects Launch Cal Team Pages + Data + E Request a demo Copy doc
Project Name Active  Stage Launch Latest Status This Week's Update Last Week's Update  Q? ? Q@ from
+
Prototyping Team's Projects
< Share Project Name Active  Stage Launch  Latest Status This Week's Update Last Week's Update  Q? ? Q@ from
: More Prototype Engineering v 5/5/20 @ At Risk v Based on the feedback  Blocked by delayed NN () o@ v
: Permissions from the external group, research
we may make some
K Gallery design changes to make
the feature more
successful. This may
impact launch timing
GIF support Engineering v 5/5/20 40OnTrack v Getting ready for Beta On track N ) o@ v
Gamepad / Designing v 5/8/20 f0OnTrack v Soliciting feedback ona  Designs complete, Sy OCB 3} v
keyboard triggers technical design doc. engineering e
exploration to
begin
Smart Animate Planning v 5/22/20 @OnTrack ~ Sharing PRD next week. Performed some Sy o@ v
early research
+
Collaboration Team's Projects
Project Name Active  Stage Launch Latest Status This Week's Update Last Week's Update Q? ? Q@ from
Authenticated Launched v 5/12/20 v Sy o@ v
embeds
Comments filtering Engineering = v 5/17/20 40OnTrack ~ Ramped up onthe Elaine getting Sy oe ﬁ e v
code, clear direction. started on this
Should be done with starter proiect


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Early Access: The Try Guys Make lllusion Cakes Without A Recipe
Happy Tuesday Everyone! The FINAL episode of Without A Recipe before the LIVE Finale is
here and trust me, it's a good one to end the season on. Enjoy, and as always, comment your
favorite moments! Don't forget about your tickets for Saturday too! tryguys.com/war
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- Knowing your worth as a creator
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patreon.com/creatoraccount
Custom brand color . ‘ . Y
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links and buttons on your page.
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- How to choose your business model
. How to talk about Patreon to your
audience
- Knowing your worth as a creator
Patreon page URL
patreon.com/creatoraccount
Custom brand color . ‘ . Y
Choose the color visitors will see for
links and buttons on your page.
E Jane Doe . v pag Preview page with color 7
Creator °
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Name of Patreon page J D
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1024px image. .
@ Create Manage your membership
@ Create content
Cover photo LEARN MORE
We recommend an image at least « Membership 101: Best Practices
1600px wide and 400px tall.
- How to choose your business model
. How to talk about Patreon to your
audience
- Knowing your worth as a creator
Patreon page URL
page U patreon.com/creatoraccount
Custom brand color . . . Y
Choose the color visitors will see for
links and buttons on your page.
‘ Jane Doe . yeurpag Preview page with color
Creator °
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