Coda integration
Give Fin access to documents and tables from Coda
Overview
Configure a Data connector to expose Coda content to Fin (documents, tables, and cross-doc data), making your Coda knowledge base a live source of truth for support.
On Intercom, you set up the Coda connection in the same workspace as your Helpdesk inbox, tickets, and reporting, and Fin hands off to your team there with the full conversation.
What you can do
- Expose Coda documents, tables, and filtered views to Fin via Data connector
- Let Fin query structured table data for real-time customer lookups
- Reference document sections and cross-doc data in Fin responses
- Use Coda data in Fin conversations, Workflows, and Procedures
- Requires JWT or email OTP user authentication for live use in production
How it works
Go to Fin AI Agent → Train → Tasks → Manage Data connectors and create a custom connector for Coda, or start from an AI recommendation.
Set up the API call to your Coda system. Configure request parameters, authentication (token-based or OAuth), and map the response fields Fin should use.
Data connectors require JWT or email OTP user authentication to go live. Connectors can only be fully tested in production, not in test workspaces.
Configure
Works with Fin through an API Data connector, supporting both read and write operations. Fin can fetch data to personalize answers and execute actions like processing refunds, updating accounts, or modifying subscriptions in connected systems.
Read the full setup documentation →
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