Interview: Supercharging your team with Coda AI | David Kossnick

Hi Hitchhikers,

I’m excited to share another interview from my podcast, this time with David Kossnick, Product Manager at Coda. Coda is a collaborative document tool combining the power of a document, spreadsheet, app, and database.

Before diving into the interview, I have an update on Parcha, the AI startup I recently co-founded. We’re building AI Agents that supercharge fintech compliance and operations teams. Our agents can carry out manual workflows by using the same policies, procedures, and tools that humans use. We’re applying AI in real-world use-cases with real customers and we’re hiring an applied AI engineer and a founding designer to join our team. If you are interested in learning more, please email founders@parcha.ai.

Also don’t forget to subscribe to The Hitchhiker’s Guide to AI:

Now, onto the interview...

Interview: Supercharging your team with Coda AI | David Kossnick

I use Coda daily to organize my work, so I was thrilled to chat with David Kossnick, the PM leading Coda’s AI efforts. We discussed how Coda built AI capabilities into their product, and their vision for the future of AI in workspaces, and he gave me some practical tips on how to use AI to speed up my founder-led sales process.

Here are the highlights:

* The story behind Coda’s AI features: Coda started by allowing developers to build “packs” to integrate with their product. A developer created an OpenAI pack that became very popular, showing Coda the potential for AI. At a hackathon, Coda explored many AI ideas and invested in native AI capabilities. They started with GPT-3, building specific AI features, then gained more flexibility with ChatGPT.

* Focusing on input and flexibility: Coda designed flexible AI to work in many contexts. They focused on providing good “input” to guide users. The AI understands a workspace’s data and connections. Coda wants AI to feel like another teammate—able to answer questions but needing to be taught.

* Saving time and enabling impact: Coda sees AI enabling teams to spend less time on busywork and more time on impact. David demonstrated how Coda’s AI can summarize transcripts, categorize feedback, draft PRDs, take meeting notes, and personalize outreach.

* Tips for developing AI products: Start with an open-ended prompt to see how people use it, then build specific features for valuable use cases. Expect models and capabilities to change. Focus on providing good "input" to guide users. Launching AI requires figuring out model strengths, setting proper expectations, and crafting the right UX.

* How AI can improve team collaboration: David shared a practical example of how AI can help product teams share insights, summarize meetings and even kick-start spec writing.

* Using AI for founder-led sales: David also helped me set up an AI-powered Coda template for managing my startup's sales process. The AI can help qualify leads and draft personalized outreach emails.

* The future of AI in workspaces: David is excited about AI enabling smarter workspaces and reducing busywork. He sees AI agents as capable teammates that understand companies and workflows. Imagine asking a workspace about a project's status or what you missed on vacation and getting a perfect summary.

* From alpha to beta: Coda’s AI just launched in beta with more templates and resources. You can try it for free here: http://coda.io/ai

David’s insights on developing and launching AI products were really valuable. Coda built an innovative product, and I'm excited to see how their AI capabilities progress.

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Episode Links

Coda’s new AI features are available in Beta starting today and you can check them out here: http://coda.io/ai.

You can also check out the founder-led sales CRM I build using Coda here: Supercharging Founder-led Sales with AI

Transcript

HGAI: Coda AI w/ David Kossnick

Intro

David Kossnick: ,One of our biggest choices was to make AI a building block initially. And so it can be plugged in lots of different places. There's a writing assistant, but there's also AI, you can use in a column. And so you can use it to fill in data, you can use it to write for you to categorize, for you, to summarize for you and so forth across many different types of content.

David Kossnick: Having that customizability and flexibility is really important. I'd say the other piece more broadly is there's been a lot of focus across the industry on what, how to make good output from AI models and benchmarks and what good output is and when do AI models hallucinate and lie to you and these types of things.

David Kossnick: I think there's been considerably less focus on good input. And what I mean by that is like, how do you teach people what to do with this thing? It's incredibly powerful, but also writing natural language is really imprecise and really hard.

AJ Asver: Hey everyone, and welcome to another episode of the Hitchhikers Guide to ai. I'm your host, AJ Asver and in this podcast I speak to creators, builders, and researchers in artificial intelligence to understand how it's going to change the way we live, work, and play. Now, You might have read in my newsletter that I just started a new AI startup

AJ Asver: since starting this startup a few months ago, a big part of my job has been attracting our first set of customers. I love talking to customers and demoing our product, but when it comes to running a founder-led sales process, prospecting, qualifying leads, And synthesizing all of those notes can be really time consuming, and that's exactly why I decided it was time to use AI to help me speed up the process and be way more productive with my time.

AJ Asver: And to do that, I'm gonna use my favorite productivity tool, Coda. Now, if you haven't heard of Coda, it's a collaborative document editing tool that's a mashup of a doc, a wiki, a spreadsheet, and a database.

AJ Asver: In this week's episode, I'm joined by David Kossnick, who's the product manager that leads Coda's AI efforts. David's going to share the story behind Coda adding AI to their product. Show us how their new AI features work, and give me some tips on how I can use AI in Coda.

AJ Asver: By the way, I've included a template for the AI powered sales CRM I built in the show notes, so you can check it out for yourself.

AJ Asver: But before I jump into this episode, I wanted to share a quick update on my new startup At Parcha, we're on a mission to eliminate boring work. Our AI agents make it possible to automate repetitive manual workflows that slow down businesses today.

AJ Asver: And we're starting with FinTech in compliance and operations. Now, if you're excited by the idea of working on cutting edge autonomous AI and you're a talented applied AI engineer or designer based in the Bay Area, we would love to hear from you. Please reach out to founders@parcha.ai if you wanna learn more about our company and our team.

AJ Asver: Now, let's get back to the episode. Join me as I hear the story behind Coda's latest AI features in the Hitchhikers Guide to AI.

AJ Asver: hey David, how's it going? Thank you so much for joining me for this episode.

David Kossnick: It's going great. Thanks for having me on today.

What is Coda?

AJ Asver: I am so excited to, go deeper into Coda's AI features with you. As I was saying at the beginning of this episode, I've been using Coda's AI features for the last month. It's been kind of a preview and it's been really cool to see, it's capable of. I'm already a massive Coda fan, as you know. I used it previously at Brex. I used it to organize my podcast and my newsletter, and most recently it's kind of running behind the scenes at our startup as well for all sorts of different use cases. But in this episode, I'd love to jump in and really understand why you guys decided to build this and what really was the story behind Coda's AI tools and how it's gonna help everyone be more productive.

AJ Asver: So maybe would you describe and what exactly it does?

David Kossnick: Coda was founded with a thesis that the way people work is overly siloed. So if you think about the most common productivity tools, you have your doc, you have your spreadsheet, and you have your app. And these things don't really talk to each other. And the reality is often you want a paragraph and then a table, and then another paragraph, and then a filter view of the table, and then some context in an app that relates to that table.

David Kossnick: And it's just really har