Hi folks. I was about to create a flowchart to make it clear to my future self what happens where and the logic in each step in my central ‘Contacts’ Doc for my small business. But, having read @Bill_French MCP material and following @Max_OBrien learning resources recently, it occurred to me there might well be a tool that could do this for me much quicker! Maybe it’s not quite there yet, but I’d be curious to know…
The Doc handles enquiries via forms, Add/Modify contact information, puts people in relation columns in various lists like Waiting Lists for different groups, upserts information to Brevo, then pushes buttons on the Brevo contacts table to keep in sync and allows updating when they RSVP for various things etc etc… It’s not crazy complicated in the grand scheme but it does take multiple button pushes, each with multiple actions and if() logic, and daisy-chained with automations. As we all know, digging around under the hood after a while can be quite confusing, so a flowchart would really help.
To be a bit clearer, I want to create a flowchart of the journey a row can and might take via various buttons. “It comes in here, then if this goes here, else goes here, where this happens”. I don’t really need a doc summary per se, which I have seen mentioned a little in other threads. There’s no need for me to share the doc or a dummy doc as I’m happy creating it. I’m just wondering if there is an AI tool that might at least help me start out. I imagine the new Coda MCP Superhuman agent system will do this really well…
Many thanks.
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I made this by:
- Asking Claude Code to generate a test document that included all the components, buttons, and tables required to fully test a flowchart extraction process. It used Coda MCP and Claude-for-Chrome tools to do this.
- Asking Claude to address your question. It generated a comprehensive report that includes a Mermaid flowchart. I ran it through NotebookLM to generate something a little fancier than bland Mermaid.
I also tried Antigravity, and it generated this document. It seems useful and quite comprehensive.
As a bonus, I also asked the AI to generate comprehensive documentation about the Coda test app that it created completely without my input to ensure it was a reasonable test case to use as the basis for your question. The only input I gave it to build this app was your Community inquiry. Pretty impressive.
Bottom line - yes, but with a few caveats; Coda API and MCP can’t access automations. These are easily overcome by giving the AI a browser tool that can inspect every inch of your Coda documents.
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Wow, @Bill_French . Thank you so much for this. You have gone above and beyond there.
Fascinating to see what’s currently possible and where limitations lie. Even reading through these mock summaries have actually given me some ideas for tidying up the workflow too!
I’ll have a closer look into this going forward.
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Me too! This is a common sentiment I feel when employing AI to think for me. Sure, I’m the laziest developer on the planet, but I know that AI often does better than I do on my best days. It will fail occasionally because it’s based on generative AI. Overall, however, it does a good job, especially when the context is precise. At the very least, it will make you think, and often it paints a picture you hadn’t considered.
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