Introduction
Connect Airtable to Sana to browse, create, and manage records across your bases and tables. Look up information, add new entries, and keep your data up to date without leaving Sana. In summary, the connector has the following key characteristics:
Category: Project management
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
List bases |
List tables |
Create tables |
Search records |
Create records |
Delete records |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Airtable. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Create comment |
Create field |
Create multiple records |
Create table |
Delete record |
Get record |
List bases |
List records |
List records in view |
List tables |
Update comment |
Update field |
Update table |
Scope and permissions
This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:
Scope | Purpose |
data.records:read | Read existing records from connected bases |
data.records:write | Create, update, and delete records |
data.recordComments:read | View comments on records |
data.recordComments:write | Add or edit record comments |
schema.bases:read | Inspect base schemas to understand fields and tables |
schema.bases:write | Modify base schema |
webhook:manage | Create, update, and delete webhooks |
user.email:read | Identify the signed in user for personalization |
Set up instructions
Prerequisites:
Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.
Step 1: Go to the integrations page in Sana
In Sana, click on ... More in the sidebar, then select Integrations
Step 2: Find Airtable in the list of available integrations
Scroll to the Available integrations section and locate Airtable.
Step 3: Connect the integration
Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.
Step 4: Sign in to Airtable and approve the requested scopes
You'll be redirected to Airtable to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.
Step 5: Complete the set up
You've successfully connected your Airtable account. Click Continue to complete the setup and start using the connector.
Known limitations
Updating content: The connector can't update bases and/or records.
Users: The connector can't fetch detailed user data in the workspace, only user IDs.