Airtable Integration

Sync Airtable records into dynamic document variables.

Database

Airtable

Airtable integration lets teams pull structured records directly into templates. Use it for proposals, onboarding documents, reporting packs, and recurring operational documents.

Connect in WorkspaceTalk to Integration Team

Best for

  • Operations teams managing pipeline data in Airtable
  • Agencies generating client documents from shared bases
  • Finance/legal teams that need controlled field-based data

What it supports

  • Personal access token authentication
  • Schema + records sync
  • Mapped variables into templates
  • Document-level integration values

Setup Steps

  1. 1

    Create an Airtable Personal Access Token with data.records:read and schema.bases:read scopes.

  2. 2

    Open Workspace Integrations and save Airtable credentials.

  3. 3

    Select base/table source and map fields to variables.

  4. 4

    Use mapped variables in templates, then generate documents.

Sample Variables

Examples of variable keys you can use inside templates:

{airtable.client_record.company_name}{airtable.client_record.billing_email}{airtable.deal.project_budget}

Security + Reliability Notes

  • - Credentials stored in your workspace integration settings
  • - Read-focused scope recommended for production safety
  • - Access controlled by authenticated workspace user

Delivery notes

  • - Refresh data before generation when source records changed.
  • - Use explicit field naming in Airtable to keep variable keys stable.