The Autohive Coda integration connects your Coda workspace with Autohive’s automation platform, enabling:

  • Document lifecycle automation - Create, update, and manage Coda docs programmatically with full metadata control
  • Page management - Build hierarchical page structures with content creation in HTML and Markdown formats
  • Table and database operations - Execute complete CRUD operations on tables with advanced querying and filtering
  • Row-level data management - Insert, update, delete, and query rows with upsert capabilities and bulk operations
  • Structured data automation - Manage columns, schemas, and relationships for organized data workflows
  • Template-based document creation - Clone existing docs and pages for consistent document provisioning
  • Cross-document workflows - Coordinate data and content across multiple Coda docs for comprehensive automation
  • Real-time content generation - Create pages with dynamic HTML/Markdown content for automated documentation

Install the integration

  1. Log in to Autohive and navigate to Your user profile > Connections or Your workspace -> Manage workspace

  2. Locate the Coda Integration card and click Connect

    List of integrations in Autohive

  3. Generate your Coda API token:

    • Visit Coda Account Settings
    • Navigate to API Settings section
    • Click Generate API Token
    • Choose scope (Unrestricted or specific doc/table access)
    • Copy your API token securely

  4. Enter your API token in Autohive and click Connect

  5. Confirm installation - you’ll see “Connected” status displayed

Use the integration

You can now use the integration with your agents, workflows and scheduled tasks!

  1. Follow our Create your first agent guide on how to create an agent.
  2. In the ‘Agent settings’, scroll down to the ‘Add capabilities’ section and turn on the Coda capability. You can choose what individual Coda capabilities to turn on and off.
  3. Once the settings have been selected, begin prompting the agent of the workflow you’d like to achieve with Autohive and Coda!

Available capabilities

Document Management

  • List Docs: Browse all accessible Coda docs in reverse chronological order with filtering by ownership, publishing status, starred status, and search queries
  • Get Doc: Retrieve complete document metadata including name, owner, workspace, creation date, and update timestamps
  • Create Doc: Generate new Coda docs with optional template cloning, timezone configuration, and folder organization
  • Update Doc: Modify document titles and icons with Doc Maker permissions for branding and organization
  • Delete Doc: Permanently remove documents with queued asynchronous processing (HTTP 202 accepted)

Page Operations

  • List Pages: Discover all pages in a doc with hierarchical structure information and parent-child relationships
  • Get Page: Access detailed page metadata including title, subtitle, icon, cover image, authors, and hierarchy information
  • Create Page: Build new pages with HTML or Markdown content, optional icons, cover images, and parent page assignments for subpage creation
  • Update Page: Modify page metadata including name, subtitle, icon, and cover image (Note: cannot update content after creation)
  • Delete Page: Remove pages from docs using IDs for reliable deletion (names discouraged due to uniqueness issues)

Table and View Management

  • List Tables: Browse all tables and views in a doc with filtering by table types (base tables vs views) and pagination support
  • Get Table: Retrieve comprehensive table metadata including row count, column definitions, display column, and sort configurations
  • Table Type Filtering: Distinguish between base tables (editable) and views (filtered/sorted table representations)

Column Schema Operations

  • List Columns: Discover table structure with column IDs, names, types, formulas, and default values for data modeling
  • Get Column: Access detailed column metadata including value types (text, number, date, person, etc.), calculated column formulas, and format settings
  • Visible Column Filtering: Retrieve only UI-visible columns for user-facing data operations

Row Data Management

  • List Rows: Query rows with advanced filtering using column value criteria, sorting options, and pagination for large datasets
  • Get Row: Retrieve specific row data with all cell values, creation timestamps, and update history
  • Upsert Rows: Insert new rows or update existing rows based on key column matching with bulk operation support (base tables only)
  • Update Row: Modify specific cells in existing rows with partial update capabilities and automatic value parsing
  • Delete Row: Remove individual rows with queued asynchronous processing
  • Delete Rows: Bulk delete multiple rows by ID array for efficient data cleanup operations

Advanced Data Features

  • Query Filtering: Filter rows using column-value syntax ("ColumnName:\"value\"" or "c-columnId:123") for precise data retrieval
  • Sorting Controls: Sort by natural order, creation date, modification date, or specific column IDs with ascending/descending options
  • Value Formats: Access data in simple, simpleWithArrays, or rich formats for different presentation needs
  • Column Name Resolution: Use human-readable column names instead of IDs in responses for improved readability
  • Key Column Upsert: Define key columns for intelligent insert-or-update logic with automatic duplicate handling

Key features

Hierarchical Document Structure

  • Navigate and manage four-level hierarchy: Doc → Page → Table → Row
  • Create complex document structures with parent-child page relationships
  • Organize content through subpages and nested table structures
  • Maintain document organization with folder and workspace management

Content Creation with HTML and Markdown

  • Create pages with rich HTML content including headers, paragraphs, lists, and formatting
  • Support for Markdown-based content creation with automatic conversion
  • Generate dynamic documentation and reports with programmatic content insertion
  • Template-based page creation for consistent formatting and structure

Advanced Data Operations

  • Full CRUD capabilities across tables with comprehensive filtering and sorting
  • Upsert operations for intelligent data synchronization without duplicates
  • Bulk operations for efficient data management and import/export workflows
  • Support for complex data types including relationships, formulas, and rich media

Asynchronous Processing Architecture

  • HTTP 202 (Accepted) responses for create, update, and delete operations
  • Queue-based processing for reliable operation completion
  • Non-blocking workflows for high-performance automation
  • Typical processing time within seconds for most operations

Flexible Authentication and Permissions

  • Custom API token authentication with scope control
  • Unrestricted or doc/table-specific access configuration
  • Doc Maker role requirements for structural changes (docs, pages, titles)
  • Read/write permissions aligned with Coda workspace settings

Comprehensive Pagination Support

  • Token-based pagination for consistent results across all list operations
  • Configurable page sizes (1-500 items, default 100)
  • Next page token system for efficient navigation through large datasets
  • Support for forward pagination without performance degradation

Coda hierarchy and concepts

Understanding Coda’s Structure 

  Doc (Document)
├── Pages (Sections/Tabs)
│   ├── Tables (Data Grids)
│   │   ├── Columns (Fields/Schema)
│   │   └── Rows (Records/Data)

ID-Based Operations

Coda uses unique identifiers for reliable operations:

  • Doc IDs: "AbCDeFGH" format
  • Page IDs: "canvas-abc123" format
  • Table IDs: "grid-xyz123" format
  • Column IDs: "c-column123" format
  • Row IDs: "i-rowId123" format

Best Practice: Always use IDs instead of names for reliable automation, as names can change and aren’t guaranteed unique.

Tables vs Views

  • Base Tables: Original data storage with full edit capabilities
  • Views: Filtered and sorted representations of base tables (read-only for upsert operations)

Page Content Creation

Pages support two content formats:

  • HTML: Rich formatting with tags, styling, and structure
  • Markdown: Simplified markup with automatic conversion to Coda format

Common use cases

Automated Document Provisioning

  • Create project documentation from templates with consistent structure and branding
  • Generate client-facing documents with dynamic content from CRM or project data
  • Provision team workspaces with standardized pages, tables, and starter content
  • Clone successful doc structures for new projects or departments

Data Integration and Synchronization

  • Sync external data sources to Coda tables with upsert operations for duplicate prevention
  • Export Coda table data to other systems for reporting and analytics
  • Bidirectional sync between Coda and business systems (CRM, ERP, databases)
  • Maintain data consistency across multiple Coda docs and external platforms

Content Generation and Documentation

  • Generate meeting notes, reports, and summaries with dynamic content insertion
  • Create knowledge base articles from structured data and templates
  • Automate changelog and release notes generation from project management systems
  • Build automated documentation systems with consistent formatting and structure

Team Collaboration Workflows

  • Create team dashboards with real-time data from multiple sources
  • Generate project status pages with automated updates from task management systems
  • Build custom approval workflows using table data and page comments
  • Coordinate cross-functional processes through structured Coda tables

Business Process Automation

  • Implement inventory management systems with Coda tables and automated updates
  • Build customer onboarding workflows with document and data creation
  • Create automated reporting systems pulling data from various business applications
  • Manage service requests and ticketing through Coda table workflows

Data Collection and Forms

  • Populate Coda tables from external form submissions and surveys
  • Create automated data validation and enrichment workflows
  • Build custom dashboards aggregating data from multiple collection sources
  • Generate analytics and insights from collected data in Coda tables

Advanced workflow examples

Lead-to-Document Conversion

  1. Capture lead information from CRM or forms integration
  2. Create new Coda doc from template with lead-specific branding
  3. Generate project page with lead details and timeline using HTML content
  4. Create tracking table with columns for milestones, tasks, and deliverables
  5. Populate initial rows with project template data and assignments

Cross-System Data Synchronization

  1. Query Coda table for records requiring sync using filtering
  2. Transform data format for external system compatibility
  3. Update external system via API integration
  4. Update Coda rows with sync status and timestamps using upsert
  5. Log sync results in dedicated audit table for tracking

Automated Report Generation

  1. Gather data from multiple Coda tables across different docs
  2. Process and aggregate data using external analytics or business logic
  3. Create new report page in designated doc with current date
  4. Insert formatted content with HTML including tables, charts, and summaries
  5. Update index page with link to new report for easy discovery

Template-Based Project Setup

  1. Clone master project doc to create new project workspace
  2. Update doc title and icon to reflect new project branding
  3. Create team-specific pages with member assignments and roles
  4. Initialize project tables with baseline data and configurations
  5. Generate welcome page with project overview using Markdown content

Rate limits and best practices

API Rate Limits

  • Reading (GET operations): 100 requests per 6 seconds
  • Writing (POST/PUT/PATCH): 10 requests per 6 seconds
  • Doc/Page content writes: 5 requests per 10 seconds
  • Listing docs: 4 requests per 6 seconds

Best Practices for Automation

Use IDs Instead of Names:

  • Page IDs are stable; names can change and aren’t unique
  • Column IDs ensure reliable data mapping across updates
  • Row IDs guarantee accurate record updates without ambiguity

Batch Operations Efficiently:

  • Use upsert operations for bulk data import to minimize API calls
  • Combine multiple row operations when possible
  • Leverage pagination effectively to handle large datasets

Handle Asynchronous Processing:

  • HTTP 202 responses indicate queued processing, not immediate completion
  • Implement appropriate delays or polling for operation verification
  • Design workflows to handle eventual consistency in data updates

Manage Permissions Appropriately:

  • Verify Doc Maker permissions for document and page creation
  • Use appropriately scoped API tokens for security and access control
  • Respect workspace sharing settings and user permissions

Optimize Query Performance:

  • Use specific column filters instead of retrieving all rows
  • Implement efficient pagination strategies for large tables
  • Cache frequently accessed data to reduce API call volume

Data format options

Value Format Types

  • simple: Basic cell values only (numbers, strings, booleans)
  • simpleWithArrays: Simple values plus array/list data types
  • rich: Complete metadata including formatting, links, and references

Column Response Formats

  • Column IDs (default): Machine-readable identifiers like "c-abc123"
  • Column Names: Human-readable field names when use_column_names=true

Pagination Tokens

  • Next Page Token: Opaque string for retrieving subsequent result pages
  • Consistent Results: Token-based pagination ensures stable result sets during navigation

Disconnect the integration

Important: Disconnecting stops data synchronization but preserves existing data in both systems.

  1. Navigate to Your user profile -> Connections or Your workspace -> Manage workspace
  2. Find the Coda Integration
  3. Click Disconnect and confirm

Data Impact: Existing data remains unchanged in both systems, but sync stops and Autohive loses Coda API access.

Uninstall the app

From Coda: Go to your Coda account settings > API Settings > Find and revoke your API token

Security Note: Revoking the API token immediately terminates all Autohive access to your Coda workspace.