AI agents for Coda
A Monmo agent works in Coda the way a hands-on operations analyst would. It keeps tables current from Slack threads and email, writes and fixes formulas, builds new docs from your templates, and writes the weekly summary from the rows that changed. It uses your own Coda account, works in the docs that account can open, and asks before it adds, changes or deletes a row.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in Coda
Update table rows from conversations
It reads the week's Slack threads and emails about each project and proposes changes to your Projects table: status, owner, due date and a short note. Every row change sits on one card.
AskUpdate the Projects table in our Ops doc from this week's Slack threads. Show me the row changes first.
Write or fix a formula
Describe what a column should show, such as days until renewal or each owner's open task count. It writes the Coda formula, tries it on a few rows and explains it in one line.
AskAdd a column to Accounts that shows days until renewal, red when under 30. Explain the formula you use.
Build a client doc from your template
For a new client it copies your onboarding template, fills in the client's name, contacts and key dates, and sets up the tables you keep per client, ready for you to check and share.
AskCreate the onboarding doc for Lumen Studio from our Client onboarding template, with kickoff on the 20th.
Write the weekly summary from changed rows
Every Friday at 4 it reads the rows edited that week across the docs you pick and writes what moved, what slipped and what is overdue, short enough to read between meetings.
AskEvery Friday at 4, summarise what changed in the Roadmap and Hiring docs this week, overdue items first.
Clean up a table
It finds rows with no owner, the same name entered twice, dates typed as text and select options nobody uses any more, then proposes what to fill in, merge or remove.
AskCheck the Vendors table for duplicates, missing owners and dates stored as text, and propose a fix for each.
Run the monthly OKR check-in
On the last Thursday of each month it reads every key result, drafts a Slack message to each owner whose number is missing, and writes the check-in page once the numbers are in.
AskRun this month's OKR check-in: draft messages to owners with missing numbers, then write up the results.
Answer a question from a doc
Ask which customers on annual plans renew this quarter. It filters the table, checks the result against the view your team uses, and gives you the list with a link to each row.
AskWhich annual-plan customers in the Accounts table renew before the end of the quarter? Link each row.
How it connects
- 1You connect your own Coda account once, by signing in or with an API token from your Coda account settings. The agent can open the docs that account can open, and your doc sharing settings still apply.
- 2You choose which agents may use Coda. An operations agent that runs your trackers fits well; an agent that only edits video can do without it.
- 3Reading docs and tables, and drafting formulas or pages, need no approval. Adding, editing or deleting rows, pressing a button, creating a doc and changing who it is shared with ask first.
More in Notes, wikis and databases
Other apps of this kind that agents work in, each with its own page.
Questions people ask
Can an AI agent update tables in Coda?
Yes, with your approval. A Monmo agent works out what changed from your messages, email or other apps and prepares row edits in the right Coda table. You see every change on one card before it is saved. It works through the Coda connection, or in its own browser when the connection does not cover something.
Can it write Coda formulas for me?
Yes. Tell the AI agent in plain words what a column should show and it writes the formula, tries it on a few rows and explains each part. If an existing formula returns errors, it reads it, finds the cause and proposes a fix. Saving the formula into your doc asks first.
Will the agent press buttons or run automations in our docs?
Only with your approval. A Coda button can send a message, change rows or reach into another app, so the agent treats pressing one like any other change: it tells you what the button is set to do and asks first. Reading how a button or automation is configured needs no approval.
Can it set up a new Coda doc for each client?
It prepares one from your template: copies it, fills in names, dates and contacts, and sets up the tables you use per client. Creating the doc and sharing it with the client each ask first. Who may edit the doc, and what the client sees, stay your decision.