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Module 06 · Integrations

Airtable

Let your assistants search and read your Airtable bases, tables, and records. Read only, through Airtable's own hosted connector.

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Many companies keep their contract register, vendor list, or month-end tracker in Airtable. Once you connect it, your assistants can search those bases and read the records you share.

Which assistants use it#

What assistants can do#

Airtable connects through the tool's own hosted connector, and it is read only.

AbilityHow it runs
Search bases and tablesReads on its own
Read recordsReads on its own
Add, change, or delete a recordNever run from chat

Setup#

  1. Create a personal access token in Airtable's developer hub.
  2. Give it the read scopes only, and add only the bases the assistants may read.
  3. Open Integrations in StellarFirm.
  4. Pick Airtable.
  5. Paste the token, switch on the live option, and press Connect.

Permissions#

  • The assistants read only the bases you added to the token.
  • Nothing here waits for an Approve because nothing here changes data.
  • Revoke the token in Airtable whenever you want to cut access.

Prompts to try#

PromptContracts to renew
Legal, list the contracts in our contracts base that renew in the next ninety days.
PromptVendor list
Accountant, list the vendors in our vendor base that have no tax number on file.