One of the ways we use Coda is an internal knowledge base, which contains handbooks for different roles and other information that’s critical for our team to do their work well.
Most of our team are healthcare providers, and don’t have more than a minute between sessions to look something up. We find they default to going to Slack.
So, we are using Cassidyai.com to make an AI bot that can live in our Slack account that will query the information in the handbooks. We can upload PDFs of our handbooks that come from Coda or we could give it a public URL for it to crawl.
My preference would be to use a live link to the handbooks, which would mean I have to publish them as live docs.
So my question is… if we were to publish our handbooks publicly, how likely are they to show up in Google search results if someone Googles our business? Is there another way to publish and limit indexing by Google?
Or does anyone have another suggestion to tackle this problem all together?
You mention that the data is already in Coda, and your profile mentions that you as an organisation are moving all your operations to Coda. Why are the people going to Slack then? If you could convince them to stay in Coda, they can use the Coda AI to search through the contents of the doc. (Assuming all the content is in one doc.)
Alternatively, you could consider using Coda Brain, for the next generation of Coda AI.
Probably because slack works on their phones and coda doesn’t. Plus, in slack you can get responses from other people. Also people just have habits that are hard to break.
We’re trying to get as much on Coda as possible, but the reality is that the majority of our team are seeing clients all day (we’re a mental health company) and already have our EMR and Slack open. So adding in Coda on top of that, and taking into account that it’s still hard to find things in Coda really fast, is a challenge for adoption.
The team uses Slack all day, everyday.
Would love to look into Coda Brain, but I don’t believe it has a robust Slack integration. Unless I’m wrong?
Answering your original question, when you publish the doc there’s an option to not make it ‘Discoverable by anyone’. The tool tip says if it’s turned on people may find it on search engines, but I’m not sure if it’s not it won’t be for sure. Maybe you could ask customer service.
Keep it simple you could just find an ai agent knowledgebase template that integrates with slack.
I have trouble with codas api’s i tried sharing just one doc and it wouldnt work only opening up all doc seach on the api. (Which is only for admin use and defeats the purpose)
So for now, i just export the docs into a pdf and throw them into a Google drive. Its annoying since videos show notion works well with n8n as an ai knowledgebase
With n8n. Have fun and do a few nodes youll see how easy it is. However, I do recommend just paying an expert a few bucks to deal with implementations and maintenance. One for quick launch and two they will open up your world what’s truly possible and how cheap it can actually be not to mention it passes all HiPAA regs since its your data (youll want to migrate from google drive after a few months)
