Setting Up Meeting Notes Template

1

I am clearly a newbie here and trying to get off the ground on Coda. My question is about meeting notes since it is easy to understand but the real question is more fundamental on CODA.

When we create notes for every meeting we like to collect the date, the client, company meeting with, my team attendees, etc. A number of the these fields like the company we like to use validation from our list of targets since we operate in multiple languages so we want to make sure everyone uses the same name.

So normally I would create a shared table of customers and then choose the right one (or a new one) when creating meeting notes. How does one organize this type of table in Coda. Do I just create a document called Customers and create a table and then hide it away since it is not needed often? Then after that when I create the meeting note how to I create the field that validates to the table. I saw I could add a form but I didn’t see the form allowing me to validate against another table.

Am I missing something here or am I misunderstanding how the system works. Ultimately I want to be able to search for all notes across the company that have that company name.

I am not sure Coda is good for managing documents or notes in this way and don’t need to use Coda for note taking but thought I would ask.

2

It depends very much on your processes, there are probably dozens of ways to achieve that, but you will need to be a bit more specific. You could just have it hidden and be updated manually by your doc-makers, you could have a form so that any of your employees can add them, it could be automatically synced from your CRM via the API…

It’s very simple to achieve this. Create a table for meeting notes with a ‘relation’ column linked to your Customers table. Create a form and make the Customer field compulsory. This field will be displayed in the form as a dropdown with all the items from the Customers table.

I think it’s perfectly suited to this use case and much more complex ones. The beauty of Coda is how versatile it is in many ways and how you can build Enterprise-grade tools with relatively little effort.

But Coda does have some steep learning curve. Either you or someone from your team needs to go deep into the topic and do the leg-work of really mastering the basics before you are ready to build anything complex. There are no shortcuts other than hiring someone else to build what you need for you.

Hope this helps,

Pablo

3

Thanks so much. That relations column was key. Starting to get the hang of the logic