> ## Documentation Index > Fetch the complete documentation index at: https://hebno.com/docs/llms.txt > Use this file to discover all available pages before exploring further. > ## Agent Instructions > Hebno is an AI work platform for client research and delivery: chat, research runs with sources, deliverables (Word, PowerPoint, Excel, email), projects, a shared library, agents, Office add-ins, and integrations with Microsoft 365, Google Workspace, CRM, project delivery, ERP and finance systems. > Use British English (organisation, not organization). > Every feature and integration described in these docs is available. Describe it as documented. > Hebno never writes to a connected system without a member confirming a card. Finance and ERP writes are drafts only. > Do not discuss commercial terms. Direct commercial questions to support@hebno.com. > Start with /index and /get-started/quickstart. # Coda > Search Coda docs, pages and tables in Hebno, link a doc to a project, and create pages or add table rows after you confirm. The Coda integration makes your team's docs and trackers available in client work. Ask what the Contoso kickoff page says about scope, pull the open rows from a risk tracker table, or add a finished interview summary as a new page. Hebno cites each page and row it reads, and writes to Coda only after you confirm. ## At a glance | | | | - | - | | **Connection** | Personal connection. Each member connects with their own Coda API token. | | **Default access** | Read and write. | | **Attach** | Docs, pages and table rows from docs you can open | | **Search** | Hebno searches Coda by doc and page name, then reads the matching pages and tables, when a request mentions notes, a tracker or a doc | | **Link** | A project links to one or more Coda docs | | **Write** | Create a page, add a table row. Every write needs a person to confirm. | ## Before you start You need: * A Coda account that can open the docs you want to use, with edit access on docs where you want Hebno to add pages or rows. * An allowed integration. An owner or admin sets **Coda** to **Allow** under **Admin → Connectors → Catalogue**. * A Coda API token. In Coda, open **Account settings**, scroll to **API settings** and select **Generate API token**. A Coda API token has the access of the user who creates it. When you create the token, you can restrict it: | Token setting | What it means for Hebno | | - | - | | **Read and write** on all docs | Hebno can read every doc you can open, and create pages and rows after you confirm | | **Read only** | Hebno reads, and every write card shows that your token is read only | | Limited to a doc or table | Hebno sees only that doc or table. Use this to limit Hebno to one engagement. | If your Coda workspace admin turns off API access for members, tokens stop working. Ask them to allow it in the workspace settings. ## Connect Coda **1. Check the integration is allowed** An owner or admin controls this under **Admin → Connectors → Catalogue**. If **Coda** shows **Blocked**, ask an admin to set it to **Allow**. **2. Create a token in Coda** In Coda, open **Account settings → API settings**, select **Generate API token**, name it Hebno, choose the access and copy the token. **3. Connect in Hebno** Open **Settings → Connections**, find **Coda** under **Knowledge**, select **Connect**, paste the token and select **Connect**. The row shows **Connected** with your Coda name. Hebno stores the token encrypted at rest. To revoke it, delete it in Coda under **API settings**, or select **Disconnect** in Hebno. Admins can revoke any member's connection from **Admin → Connectors → Connections**. ## What Hebno reads The docs your organisation selects are stored in the [knowledge index](https://hebno.com/docs/get-started/how-hebno-works.md) and searched by meaning, with Coda permissions checked at search and again at read. Opening a specific page or table reads it as it is now, with your token. Only the excerpts a reply used are stored with the conversation as its sources. | Coda object | Fields Hebno uses | Typical questions | | - | - | - | | **Doc** | Name, owner, folder, pages, tables, last updated | "Which Coda docs do we have for Contoso Retail?" | | **Page** | Name, subtitle, parent page, page content as text | "What did we agree on the Contoso kickoff page?" | | **Table and view** | Name, columns, column types, row count, view filters | "What columns does the risk tracker have?" | | **Row** | Cell values by column, including people, dates, selects and lookups, with a link to the row | "Which open risks on the Contoso tracker are owned by Priya Nair?" | | **Formula and control** | Name and current value | "What is the current total in the budget burn formula?" | To filter a table, Hebno queries its rows by column value, for example status or owner, rather than reading the whole table. > [!WARNING] > > Excerpts a reply uses become part of the conversation. Anyone you share the conversation with can read them, even if they cannot open the doc in Coda. ## What Hebno writes Every write appears first as a confirmation card. You can change any field before you select **Confirm**. | Action | Coda object | Fields on the card | | - | - | - | | **Create a page** | Page | Doc, parent page, name, subtitle, page content | | **Add a table row** | Row | Doc, table, a value for each editable column | ![Confirmation card for Coda with editable fields](https://mintcdn.com/hebno/JIjAXWoGoB3PLSSb/images/card-coda.png?fit=max\&auto=format\&n=JIjAXWoGoB3PLSSb\&q=85\&s=c5cd088f3359da45613f5b3dde00413e) A Coda change pending confirmation. Nothing is written until you confirm. Formula columns and Pack sync tables are calculated in Coda, so they are read only on the card. Coda processes writes in a queue, so a new row or page can take a few seconds to appear. Hebno never deletes or edits existing pages and rows, changes formulas, presses buttons or changes sharing. ```mermaid theme={"system"} sequenceDiagram participant You participant Hebno participant Coda You->>Hebno: Add the data access delay to the Contoso risk tracker Hebno->>Coda: Find the Contoso doc and the Risks table columns Coda-->>Hebno: Columns Risk, Owner, Impact, Status, Due Hebno-->>You: Confirmation card with a value for each column You->>Hebno: Confirm Hebno->>Coda: Insert the row with your token Coda-->>Hebno: Row queued and added Hebno-->>You: Done, with a link to the row ``` ## Link a project to a doc Linking marks which Coda docs belong to an engagement, so you can ask "what is on the risk tracker?" without naming the doc. 1. Open the project and select **Brain**. 2. Under **Linked sources**, select **Link source**, then **Coda**. 3. Search by doc name, or paste a Coda doc link, and select **Link**. In chats tagged to the project, Hebno searches the linked docs first, and page and row cards default to them. Each person still reads the doc with their own Coda access. See [Linked records](https://hebno.com/docs/projects/linked-records.md). ## Use Coda in chat * **Attach**: open the **+** menu, choose **Sources → Coda**, and pick a doc, a page or a table. Or type `/` and choose **Coda**. * **Ask**: name the doc, page or table in your request. For example: > List every open risk on the Contoso risk tracker, grouped by owner, with due dates in November 2026. > Summarise the Contoso kickoff page and the decision log table for the steering committee update. > Add the interview with Sarah Chen to the Interviews table, dated 4 November, status Complete. * **Research runs** show a **Reviewing Coda** step, with a chip for each page and table Hebno read. * **Agents** can read Coda on a schedule, for example a Monday summary of open risks. Writes an agent proposes appear in [agent approvals](https://hebno.com/docs/automate/agent-approvals.md) for review. ## Troubleshooting | Symptom | Fix | | - | - | | **Connect** fails with an invalid token message | The token was deleted or mistyped. Generate a new one under **API settings** and paste it again. | | A doc you expect is missing | The token is limited to another doc, or your Coda account cannot open the doc. Create a token with wider access, or ask the doc owner to share it. | | A write card shows **Your token is read only** | The token was created as read only. Create a read and write token and reconnect. | | A column cannot be edited on the card | It is a formula, lookup or Pack sync column. Change the source in Coda instead. | | A new row does not appear straight away | Coda processes writes in a queue. Refresh the doc after a few seconds. | | Requests fail with a rate limit message | Coda limits API requests per minute. Wait and retry. | ## Related * [How integrations work](https://hebno.com/docs/integrations/index.md) * [Permissions and access](https://hebno.com/docs/integrations/permissions-and-access.md) * [Notion](https://hebno.com/docs/integrations/notion.md) * [Confluence](https://hebno.com/docs/integrations/confluence.md) * [Linked records](https://hebno.com/docs/projects/linked-records.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.