home / skills / kjgarza / marketplace-claude / searching-documents-with-coda

searching-documents-with-coda skill

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This skill helps you locate and export content from Coda documents, listing pages and tables and delivering Markdown/JSON/CSV outputs.

npx playbooks add skill kjgarza/marketplace-claude --skill searching-documents-with-coda

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SKILL.md

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---
name: searching-documents-with-coda
description: Search and extract content from Coda documents including PRDs, roadmaps, competitive analyses, and research docs. Use when user wants to find documents in Coda, list pages and tables, export content as Markdown/HTML/JSON/CSV, or access structured data from Coda workspace. Triggers on "find in Coda", "search Coda", "Coda document", "export from Coda", or references to product documentation.
allowed-tools: Read, Grep, Glob, Bash, Edit, Write
---

# Overview

Query and export content from Coda documents using the `coda` CLI. Supports searching documents, listing pages and tables, exporting page content as Markdown/HTML, and exporting table data as JSON/CSV.

**Reference Documentation:**
- [coda-reference.md](coda-reference.md) — Full command reference with all options
- [digital-science-reference.md](digital-science-reference.md) — Digital Science documentation links

**Authentication:** Requires `CODA_API_KEY` environment variable. Get your key at https://coda.io/account

# Quick Start

```bash
# Verify authentication
coda auth status

# Search for documents
coda docs search "PRD"

# List pages in a document
coda pages list DOC_ID

# Export page as Markdown
coda pages export DOC_ID PAGE_ID --format markdown

# Export table data as JSON
coda export DOC_ID TABLE_ID --format json
```

# Command Reference

## Document Commands

| Command | Description |
|---------|-------------|
| `coda docs list` | List all accessible documents |
| `coda docs list --query "PRD"` | Search documents by name |
| `coda docs list --mine` | Show only your documents |
| `coda docs list --limit 10` | Limit results |
| `coda docs search "roadmap"` | Search documents by query |
| `coda docs show DOC_ID` | Show document details |

## Page Commands

| Command | Description |
|---------|-------------|
| `coda pages list DOC_ID` | List all pages in document |
| `coda pages show DOC_ID PAGE_ID` | Show page details |
| `coda pages export DOC_ID PAGE_ID` | Export page as HTML (default) |
| `coda pages export DOC_ID PAGE_ID --format markdown` | Export page as Markdown |
| `coda pages export DOC_ID PAGE_ID -o page.md` | Save to file |

## Table Commands

| Command | Description |
|---------|-------------|
| `coda tables list DOC_ID` | List all tables in document |
| `coda columns list DOC_ID TABLE_ID` | Show table schema/columns |
| `coda rows list DOC_ID TABLE_ID` | List all rows in table |
| `coda rows list DOC_ID TABLE_ID --limit 10` | Limit rows returned |
| `coda rows list DOC_ID TABLE_ID --query "filter"` | Filter rows |
| `coda rows show DOC_ID TABLE_ID ROW_ID` | Show specific row details |

## Export Commands

| Command | Description |
|---------|-------------|
| `coda export DOC_ID TABLE_ID` | Export table as JSON (console) |
| `coda export DOC_ID TABLE_ID --format csv` | Export as CSV |
| `coda export DOC_ID TABLE_ID -o data.json` | Save to file |

## Authentication Commands

| Command | Description |
|---------|-------------|
| `coda auth status` | Show current configuration |
| `coda auth test` | Test API connection |

# Common Workflows

## Find and Read a Document

```bash
# 1. Search for the document
coda docs search "product roadmap"

# 2. List pages in the document
coda pages list DOC_ID

# 3. Export page content as Markdown
coda pages export DOC_ID PAGE_ID --format markdown
```

## Extract Table Data

```bash
# 1. List tables in document
coda tables list DOC_ID

# 2. View table schema
coda columns list DOC_ID TABLE_ID

# 3. Export table data
coda export DOC_ID TABLE_ID --format json -o data.json
```

## Browse Table Rows

```bash
# List first 20 rows
coda rows list DOC_ID TABLE_ID --limit 20

# Filter rows
coda rows list DOC_ID TABLE_ID --query "status:active"

# Show specific row details
coda rows show DOC_ID TABLE_ID ROW_ID
```

# Common Searches

| Task | Command |
|------|---------|
| Find PRDs | `coda docs search "PRD"` |
| Find roadmaps | `coda docs search "roadmap"` |
| Find competitive analysis | `coda docs search "competitive"` |
| Find research docs | `coda docs search "research"` |
| Find Overleaf/Nova docs | `coda docs search "overleaf"` or `"nova"` |
| Find Reflect docs | `coda docs search "reflect"` |

# Global Options

| Option | Description |
|--------|-------------|
| `--format conversational` | Human-readable output (default) |
| `--format json` | Machine-readable JSON output |
| `--format csv` | CSV output |
| `--format table` | Tabular output |
| `--ai-snippets` | Show AI agent code snippets |

# Tips

- **Document IDs** are in the URL: `coda.io/d/Doc-Name_d<DOC_ID>`
- **Page IDs** start with `canvas-` (found via `pages list`)
- **Table IDs** start with `grid-` or `table-` (found via `tables list`)
- **Row IDs** are shown in `rows list` output
- Use `--format json` for machine-readable output
- Export pages as Markdown for easy reading

# Installation

If `coda` command is not found, install from source:

```bash
cd ~/aves/coda-cli && uv tool install .
```

Or run directly without global install:

```bash
cd ~/aves/coda-cli && uv run coda <command>
```

# Error Handling

| Error | Solution |
|-------|----------|
| `command not found: coda` | Install: `cd ~/aves/coda-cli && uv tool install .` |
| `CODA_API_KEY not set` | Run `export CODA_API_KEY="your-key"` |
| `Invalid API key` | Get new key at https://coda.io/account |
| `Document not found` | Verify DOC_ID from URL or search results |
| `Table not found` | Run `coda tables list DOC_ID` for valid IDs |
| `Page not found` | Run `coda pages list DOC_ID` for valid IDs |

Overview

This skill searches and exports content from Coda documents using the coda CLI. It helps you find PRDs, roadmaps, competitive analyses, research docs, and other workspace content, then list pages/tables or export content in Markdown, HTML, JSON, or CSV. Authentication requires a CODA_API_KEY environment variable. The skill is optimized for programmatic extraction and fast discovery across a Coda workspace.

How this skill works

The skill issues coda CLI commands to search documents, list pages and tables, and export page or table content. It can return human-readable output or machine formats (JSON/CSV) and save exports to files. Internally it relies on document, pages, tables, rows, and export commands, and requires a valid CODA_API_KEY for API access.

When to use it

You need to locate a product spec, roadmap, or research doc stored in Coda.
You want to list pages or table schemas inside a specific Coda document.
You need to extract page content as Markdown or HTML for publishing.
You want table data exported as JSON or CSV for analysis or ETL.
You need machine-readable output for automation or downstream tools.

Best practices

Set CODA_API_KEY in your environment before running commands.
Use coda docs search with focused queries (e.g., "PRD", "roadmap") to narrow results.
List pages or tables first to obtain valid PAGE_ID, TABLE_ID, and ROW_ID values.
Export tables with --format json or csv for reliable parsing by scripts.
Save exports to files with -o when you need persistent copies or larger content.

Example use cases

Find all PRDs across a Coda workspace and export selected pages to Markdown for product reviews.
List tables in a roadmap document, inspect column schemas, and export roadmap rows as CSV for BI ingestion.
Search for competitive analysis docs, export the key page as HTML for internal sharing.
Pull research datasets from a Coda table as JSON to feed an analysis pipeline.
Quickly verify document IDs and page IDs when preparing a migration or backup.

FAQ

What authentication is required?

Set CODA_API_KEY in your environment. Get a key from your Coda account page.

How do I export a page as Markdown?

Run coda pages export DOC_ID PAGE_ID --format markdown and optionally add -o filename.md to save.