[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"productUpdate-en::biweekly-update-2026-11-13:en":3,"productUpdatesNearDate-en:timestamp-2026-11-13T08:00:00+09:00:en":16},{"id":4,"title":5,"slug":6,"description":7,"body":8,"tags":9,"coverUrl":10,"coverMediaUrl":11,"ogImageUrl":11,"createdAt":12,"updatedAt":12,"datePublished":13,"locale":14,"updateType":15},"FrYf1vNcqKdhRxB4yS4GW","Codatum Biweekly Update: Custom Roles, IP Access Control and MFA Enforcement GA, and PDF Output in Workflows","biweekly-update-2026-11-13","A roundup of updates from October 31 to November 13, 2026, including custom roles in beta and the general availability of IP access control and MFA enforcement.","\u003Cp>Here is a roundup of updates from October 31 to November 13, 2026. We released custom roles in beta, made IP access control and workspace-wide MFA enforcement generally available, and added approval modes for routines, PDF and Excel attachments for Codatum Agent, and PDF output in workflows.\u003C\u002Fp>\u003Ch2>Highlight\u003C\u002Fh2>\u003Ch3>Custom roles (beta)\u003C\u002Fh3>\u003Cp>You can now build your own workspace roles by choosing a permission level for each area, such as notebooks, workflows, and connections. Assign them to users and service accounts. \u003Ca href=\"\u002Fupdates\u002Fcustom-roles-beta\" target=\"_blank\" rel=\"noopener noreferrer\">Learn more\u003C\u002Fa>\u003C\u002Fp>\u003Cfigure class=\"EmbeddedContent_Wrapper\">\u003Cimg src=\"https:\u002F\u002Fimages.ctfassets.net\u002Fggtw2zqmifs5\u002F6qTGCKqaStct7a9h58qrMS\u002Fc65b21ecab3cc06ee1b0ceea6a7c0ac4\u002Fproduct-update-custom-roles-beta.png\" alt=\"カスタムロールで権限を組み合わせたロールを作れるようになりました（ベータ） cover\">\u003C\u002Ffigure>\u003Ch2>Stronger security and administration\u003C\u002Fh2>\u003Ch3>IP access control and MFA enforcement now generally available\u003C\u002Fh3>\u003Cp>IP access control and workspace-wide MFA enforcement, previously in beta, are now generally available. \u003Ca href=\"\u002Fupdates\u002Fip-access-control-and-workspace-mfa-ga\" target=\"_blank\" rel=\"noopener noreferrer\">Learn more\u003C\u002Fa>\u003C\u002Fp>\u003Cfigure class=\"EmbeddedContent_Wrapper\">\u003Cimg src=\"https:\u002F\u002Fimages.ctfassets.net\u002Fggtw2zqmifs5\u002F4pYALLYrl5fU6g6oTWkA9q\u002F95ed7a72d41b52cedf58fde2f6a20bf0\u002FCleanShot_2025-03-23_at_21.09.56_2x.jpeg\" alt=\"IP access control\">\u003C\u002Ffigure>\u003Ch2>Automation with Codatum Agent and workflows\u003C\u002Fh2>\u003Ch3>Approval modes for routines\u003C\u002Fh3>\u003Cp>Choose an approval mode for each routine to control how far scheduled runs can go with writes and deletions. A change history shows who changed a routine and when. \u003Ca href=\"\u002Fupdates\u002Froutine-approval-modes-and-change-history\" target=\"_blank\" rel=\"noopener noreferrer\">Learn more\u003C\u002Fa>\u003C\u002Fp>\u003Cfigure class=\"EmbeddedContent_Wrapper\">\u003Cimg src=\"https:\u002F\u002Fimages.ctfassets.net\u002Fggtw2zqmifs5\u002F6hvylFUMDLTlaJptVI6kPt\u002F782e58d1bc8859345bd52d3c8c8574fb\u002Fproduct-update-routine-approval-modes-and-change-history.png\" alt=\"ルーティンごとに承認モードを選べるようになりました cover\">\u003C\u002Ffigure>\u003Ch3>Attach PDF and Excel files to Codatum Agent\u003C\u002Fh3>\u003Cp>You can now attach PDF and Excel (.xlsx) files to Codatum Agent chats. Ask it to summarize documents or compare your spreadsheets with figures in your data warehouse. \u003Ca href=\"\u002Fupdates\u002Fcodatum-agent-pdf-excel-attachments\" target=\"_blank\" rel=\"noopener noreferrer\">Learn more\u003C\u002Fa>\u003C\u002Fp>\u003Cfigure class=\"EmbeddedContent_Wrapper\">\u003Cimg src=\"https:\u002F\u002Fimages.ctfassets.net\u002Fggtw2zqmifs5\u002F1aqqOp3rms3vgBlZoFsTkK\u002Fe8f726d543d17d8b8b8f351b8bbae54f\u002Fproduct-update-agent-pdf-excel-attachments.png\" alt=\"Codatum AgentにPDFとExcelのファイルを添付できるようになりました cover\">\u003C\u002Ffigure>\u003Ch3>PDF delivery for workflow reports\u003C\u002Fh3>\u003Cp>The Screenshot step in workflows can now output PDFs in addition to PNG images. Detailed tables are easier to read, and the delivered PDF is ready to use in documents or to print. Timestamps in captures are displayed in the Run Report step's timezone. \u003Ca href=\"\u002Fupdates\u002Fworkflow-scheduled-pdf-report-delivery\" target=\"_blank\" rel=\"noopener noreferrer\">Learn more\u003C\u002Fa>\u003C\u002Fp>\u003Cfigure class=\"EmbeddedContent_Wrapper\">\u003Cimg src=\"https:\u002F\u002Fimages.ctfassets.net\u002Fggtw2zqmifs5\u002F6B6EEMcn7aMmFVn216uLcR\u002F40d2f29b6047e8e9f1f96feb7cb5ca11\u002Fproduct-update-workflow-scheduled-pdf-report-delivery.png\" alt=\"ワークフローでレポートをPDFにして定期配信できるようになりました cover\">\u003C\u002Ffigure>\u003Ch2>Other updates\u003C\u002Fh2>\u003Cul>\u003Cli>\u003Cp>\u003Cb>Shared canvases always show the latest version\u003C\u002Fb>: People you share a canvas with, and viewers of its public link, now always see the latest version. Edits made with Codatum Agent appear right away, and you no longer need to choose which version to share (\u003Ca href=\"https:\u002F\u002Fdocs.codatum.com\u002Ffeatures\u002Fai-agent\u002Foverview#canvas-sharing\" target=\"_blank\" rel=\"noopener noreferrer\">Docs\u003C\u002Fa>)\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Sunsama agent connector\u003C\u002Fb>: Codatum Agent can now view, create, and update tasks and plans in the task management tool Sunsama. Requires a Sunsama Pro plan (\u003Ca href=\"https:\u002F\u002Fdocs.codatum.com\u002Fworkspace\u002Fexternal-integrations\u002Fagent-connectors\" target=\"_blank\" rel=\"noopener noreferrer\">Docs\u003C\u002Fa>)\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>We made permission and security management more fine-grained while expanding what you can hand off to Codatum Agent and workflows.\u003C\u002Fp>",[],"","https:\u002F\u002Fimages.ctfassets.net\u002Fggtw2zqmifs5\u002F3Z77hH7YYwXkbQSzxpYa7Y\u002Fb66824708cc01880e60b2bc7459a1044\u002Fproduct-update-biweekly-update-2026-11-13.png","2026-11-12T23:00:12.168Z","2026-11-13T08:00:00+09:00","en","biweekly_digest",[17,31],{"id":18,"title":19,"slug":20,"description":21,"body":22,"tags":23,"coverUrl":10,"coverMediaUrl":27,"ogImageUrl":27,"createdAt":28,"updatedAt":28,"datePublished":29,"locale":14,"updateType":30},"34B3asBBHlR6Ep8Nm3R3xg","Workflows Can Now Deliver Reports as PDFs","workflow-scheduled-pdf-report-delivery","The Screenshot step in workflows can now output PDFs in addition to PNG images, so detailed tables are easier to read. Timestamps in captures now follow the Run Report step's timezone.","\u003Cp>The Screenshot step in workflows can now output report pages as PDFs, in addition to PNG images. Detailed tables and figures are easier to read, and the delivered PDF is ready to use as meeting material or to print.\u003C\u002Fp>\u003Cp>Timestamps in captures are now also displayed in the \u003Cb>Timezone\u003C\u002Fb> set in the Run Report step. Previously they were displayed in UTC, so you had to convert them yourself to read them in your local time.\u003C\u002Fp>\u003Ch2>Key features\u003C\u002Fh2>\u003Cul>\u003Cli>\u003Cp>\u003Cb>PDF in addition to PNG\u003C\u002Fb>: Choose \u003Cb>PNG\u003C\u002Fb> or \u003Cb>PDF\u003C\u002Fb> under \u003Cb>Type\u003C\u002Fb> in the Screenshot step's \u003Cb>Format\u003C\u002Fb>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Paper size and orientation\u003C\u002Fb>: For PDFs, choose a \u003Cb>Paper size\u003C\u002Fb> (A4 or A3) and an \u003Cb>Orientation\u003C\u002Fb> (\u003Cb>Landscape\u003C\u002Fb> or \u003Cb>Portrait\u003C\u002Fb>). The default is A4 landscape\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Deliver PDFs by email or Slack\u003C\u002Fb>: Specify the Screenshot output in an Email step's \u003Cb>Attachment\u003C\u002Fb> or a Slack step's \u003Cb>File\u003C\u002Fb> to deliver the PDF the same way you deliver images today\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Timestamps in your timezone\u003C\u002Fb>: Timestamps in captures are displayed in the Run Report step's \u003Cb>Timezone\u003C\u002Fb>, which defaults to your browser's timezone\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>Example use cases\u003C\u002Fh2>\u003Cul>\u003Cli>\u003Cp>Deliver the weekly sales report as an A4 landscape PDF and hand it out as-is for the management meeting\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>Receive reports with detailed tables as PDFs and zoom in to check every figure\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>Post last month's performance report as a PDF to Slack, ready to print or to use in documents for external partners\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>If your report shows when the data was last updated, make sure that time appears in your local timezone in the delivered PDF\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>Related documentation\u003C\u002Fh2>\u003Cul>\u003Cli>\u003Cp>\u003Ca href=\"https:\u002F\u002Fdocs.codatum.com\u002Ffeatures\u002Fworkflow\u002Fsteps\" target=\"_blank\" rel=\"noopener noreferrer\">Workflow steps\u003C\u002Fa>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Ca href=\"https:\u002F\u002Fdocs.codatum.com\u002Ffeatures\u002Fworkflow\u002Foverview\" target=\"_blank\" rel=\"noopener noreferrer\">Workflows\u003C\u002Fa>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>Availability\u003C\u002Fh2>\u003Cp>Workflows are an \u003Cb>optional feature\u003C\u002Fb> and might not be available depending on your contract. Workflows and the Run Report and Screenshot steps are in beta.\u003C\u002Fp>\u003Cp>The timezone change affects only timestamps in captures. Values such as dates (DATE) are displayed as before. Existing workflows will also display timestamps in the timezone saved in their Run Report step.\u003C\u002Fp>",[24],{"id":25,"name":26},"improvement","Improvements","https:\u002F\u002Fimages.ctfassets.net\u002Fggtw2zqmifs5\u002F6B6EEMcn7aMmFVn216uLcR\u002F40d2f29b6047e8e9f1f96feb7cb5ca11\u002Fproduct-update-workflow-scheduled-pdf-report-delivery.png","2026-11-10T23:00:12.129Z","2026-11-11T08:00:00+09:00","standard_release",{"id":32,"title":33,"slug":34,"description":35,"body":36,"tags":37,"coverUrl":10,"coverMediaUrl":39,"ogImageUrl":39,"createdAt":40,"updatedAt":40,"datePublished":41,"locale":14,"updateType":30},"535fqN67INPPLuyuL4h5e9","Attach PDF and Excel Files to Codatum Agent Chats","codatum-agent-pdf-excel-attachments","You can now attach PDF and Excel (.xlsx) files to Codatum Agent chats and ask it to summarize them or compare them with your data.","\u003Cp>You can now attach PDF and Excel (.xlsx) files to your chats with Codatum Agent. Share documents or spreadsheets you have on hand and ask Codatum Agent to summarize them, answer questions about them, or compare them with figures in your data warehouse.\u003C\u002Fp>\u003Cp>Attach files as before: choose \u003Cb>Attach files\u003C\u002Fb> under \u003Cb>Add\u003C\u002Fb> (\u003Ccode class=\"hljs\">+\u003C\u002Fcode>) in the chat input, or drag and drop files onto the input.\u003C\u002Fp>\u003Ch2>Key features\u003C\u002Fh2>\u003Cul>\u003Cli>\u003Cp>\u003Cb>Read text in PDFs\u003C\u002Fb>: Codatum Agent reads the text on each page, including text added as annotations and values entered in form fields\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Read every sheet in Excel files\u003C\u002Fb>: Codatum Agent reads cell values on all sheets. For cells with formulas, it reads the calculated values\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Attach alongside existing formats\u003C\u002Fb>: PDF and Excel join images, CSV, TSV, TXT, Markdown, and JSON. You can attach up to 10 files to a single message\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>Example use cases\u003C\u002Fh2>\u003Cul>\u003Cli>\u003Cp>Attach a PDF from a business partner, have Codatum Agent summarize the key points, and then aggregate the related figures from your data warehouse\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>Attach the Excel file you use to manage budgets or targets and have Codatum Agent compare it with actuals in your data warehouse to find gaps\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>Attach a PDF describing your metric definitions and aggregation rules, and have Codatum Agent write SQL that follows them\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>Related documentation\u003C\u002Fh2>\u003Cul>\u003Cli>\u003Cp>\u003Ca href=\"https:\u002F\u002Fdocs.codatum.com\u002Ffeatures\u002Fai-agent\u002Foverview#attach-files\" target=\"_blank\" rel=\"noopener noreferrer\">Attaching files\u003C\u002Fa>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Ca href=\"https:\u002F\u002Fdocs.codatum.com\u002Freference\u002Flimits#fixed-limits\" target=\"_blank\" rel=\"noopener noreferrer\">Limits\u003C\u002Fa>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>Availability\u003C\u002Fh2>\u003Cp>Attached files are read-only; Codatum Agent does not edit them. Each file can be up to 10 MB. PDFs can have up to 500 pages, and Excel files can be up to 50 MB when uncompressed.\u003C\u002Fp>\u003Cp>Codatum Agent cannot read figures or images in PDFs, text in scanned pages, or formatting, charts, or images in Excel files. Password-protected PDFs, PDFs with no readable text, and legacy Excel files (.xls) cannot be attached.\u003C\u002Fp>\u003Cp>Attached content may be sent to the LLM service configured in your AI profile.\u003C\u002Fp>",[38],{"id":25,"name":26},"https:\u002F\u002Fimages.ctfassets.net\u002Fggtw2zqmifs5\u002F1aqqOp3rms3vgBlZoFsTkK\u002Fe8f726d543d17d8b8b8f351b8bbae54f\u002Fproduct-update-agent-pdf-excel-attachments.png","2026-11-08T23:00:19.950Z","2026-11-09T08:00:00+09:00"]