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§ Agent · Coda

The Coda data agent that acts the way you would.

It watches your Coda docs and tables alongside your CRM and source systems, on a schedule you set or whenever fresh data lands. When something drifts or goes stale, it tells you, or handles it the way you would.

D
DefiniteAPP9:14 AM · #ops-alerts
⚠️ Pipeline tracker 34 records behind CRM, $218K in stage value unsynced

Your sales pipeline doc has 34 deals that no longer match HubSpot stage or amount. 12 moved to Closed Won in the CRM but still show as Negotiation in Coda, totaling $218K in misreported pipeline.

Review & approve Dismiss
Coda Records + Table · joined to HubSpot Deals · audit log

How an agent works

An agent watches one thing and acts on it. Not a workflow, just a standing watch that usually does nothing and acts the moment it should.

◄ repeats on the schedule you set ►

You stay in control

An agent does what you'd do, and only what you've authorized.

The same trusted numbers

It acts on the same governed metrics as your dashboards, and every action is logged and traceable.

You approve anything that writes

It alerts and recommends on its own; anything that changes data is yours to approve.

Try it on a test channel first

Point a new agent at a throwaway channel and watch its judgment before it touches anything real.

No false alarms

It remembers what it already flagged and waits before acting again, so it won't alert you about the same thing twice.

What you can put an agent on

ReconcileACROSS YOUR SOURCES

Catch when Coda tables drift from the source system

It joins your Coda table records against the CRM, billing system, or database they were pulled from, and flags the rows that no longer match. You find out about the drift before someone makes a decision on stale data, not after.

RecordTable
Governance

Surface permission sprawl before it becomes a problem

When a doc gets shared to someone outside the expected group, or when public link access appears on a sensitive document, it tells you which docs are affected and who has access, so you can tighten permissions before anything leaks.

PermissionDocument
Staleness

Flag docs and tables nobody has touched in weeks

It watches document and page activity across your workspace and flags the ones going stale, the tracker nobody updated, the runbook that lost its owner, the formula that stopped returning useful values. You get a weekly rollup instead of discovering it mid-quarter review.

DocumentPageFormula
Custom

Run any Python it needs to get the job done

Beyond alerts and write-backs, an agent can run arbitrary Python, so it can do whatever the task actually requires: call an API, kick off a job, reshape the data, or wire into your own tooling. The action space is yours to define.

Why not just build it yourself?

You could rig one of these with a cron job and a Slack webhook in an afternoon. The watching is the easy part. Here's what you'd own forever, and don't, here:

  • The cross-source join: not one tool's data, but it reconciled against the rest of your stack
  • A trusted, consistent metric: the same number your dashboards use
  • The investigation into why, when something fires
  • A full audit trail of everything it did
  • The upkeep, when the schema drifts or the script breaks at 2am

The data it works from

Every Coda object, modeled and query-ready the moment you connect.

Document
revenue_financemarketing
Page
customersupport
Table
engagementproduct
Record
marketinggeneral_data_storage
Formula
marketingengagement
Control
supportproduct
Permission
engagementdevelopment

It runs on your real Coda workspace (half-finished docs, orphaned tables, test pages and all), not a tidy demo.

Where it acts

Slack

A message in the channel you choose, with the context and a button to act on it.

Email

A summary in the inbox of the people who need to see it.

Webhook

A payload to your own systems, to wire the agent into whatever you already run.

Warehouse write-back

A flag written back to your warehouse for everything downstream to pick up.

Hand off to Fi

Kick the question to Fi to investigate the why and propose the fix.

MCP

Expose it to your own agents and tools over MCP, and drive it from your stack.

Run it in your own VPC or fully self-hosted. Everything it does is pure SQL and Python you can inspect.

Build your agents with Fi

Fi is your AI analyst. It helps you build and customize everything in Definite, including the agents that watch and act.

Fi

Your AI analyst. Ask questions in plain English, and let it help you build and customize everything in Definite, including your agents.

Meet Fi →

Agents

The watchers and actors. Once you've built one, it runs on its own, keeping an eye on what matters and acting the way you would.

Autonomous agents →

Get started

  1. 1Connect Coda, and the sources it needs to reconcile against. Synced and modeled in an afternoon.
  2. 2See the numbers tie out to what you already trust.
  3. 3Put an agent on one thing you can't afford to miss. Fi helps you build it.
§ FAQ

Common questions

You set the schedule, and it also re-checks whenever fresh Coda data lands. Each agent watches the one thing you point it at, nothing else.
It alerts and recommends on its own. Anything that writes, whether to a tool, your warehouse, or a customer, is yours to approve. You can also point a new agent at a test channel first and watch its judgment before it touches anything real.
When something fires, it can hand off to Fi to investigate, drilling into the data it has across your connected sources to find what's behind the move, and showing its work.
Coda AI works inside a single doc when you prompt it. This watches continuously across your full workspace, reasons across Coda plus your CRM and source systems, and hands off to Fi to investigate why, so you find the drift before someone acts on bad data.

Your answer engine
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Book a 30-minute call and watch us build your first dashboard live, with your own data.