Integrations · Docs & knowledge

Airtable in the conversation.

A database with a spreadsheet’s manners — often the operational system a team built for itself. Connect it once and your copilot works with bases, tables, records, fields and views without leaving the thread — and your workflows can act on it while the customer is still typing.

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Airtable

Docs & knowledge

01 · COPILOT

Ask for it in plain language. It does the Airtable part.

Copilot rides inside the inbox. With Airtable connected it reads bases, tables, records, fields and views and acts on them from the same panel as the conversation — no second tab, no copying an order number across.

List records in a table or a view
Find a record by field value
Create a record
Update fields on a record
Read the schema of a table

What a specific connection exposes is decided by Airtable, not by us: Settings → Apps lists the real tools your connection carries, each with its own switch.

02 · WORKFLOWS

Something happens in Airtable. A workflow starts.

Once Airtable is connected, its events show up in the workflow editor's trigger picker, and the fields the event carries become variables every later step can read — so the message you send is written from what actually happened.

A record is created
A record is updated

The picker is the authority on which events your Airtable connection publishes — these are the kinds that apps of this sort emit.

03 · THE AI AGENT STEP

One step that decides which Airtable tools to call.

A workflow's AI Agent step runs a bounded tool-calling loop over the apps you have connected and returns an object whose fields you declared. So "find the record, check the status, and give me status and owner" is one step rather than four — and the fields it returns are available to every step after it.

You declare the output

The rows you name become the variables downstream steps read, so a branch can test what Airtable said.

You cap the effort

A step budget and a model tier per node — the loop stops where you told it to.

Only what you switched on

The loop can call the Airtable tools you left enabled and nothing else.

What teams do with it

Two ways Airtable earns its connection.

The internal system, reachable

Inventory, dealers, service slots — whatever your Airtable base holds, Copilot reads it in the thread instead of an agent alt-tabbing.

Write back what the customer told you

A workflow updates the Airtable record with the address correction the customer just gave, so the base stays true.

Setup

Connect Airtable in about a minute.

1
Open Settings → Apps
It is open to everyone in your organization, not just admins — which apps your copilot can reach is part of doing the job.
2
Find Airtable in Browse
The catalogue runs to hundreds of apps and is searchable. Connect Airtable from its card.
3
Authorize with your own Airtable account
You sign in on Airtable's own screen and approve the access. The connection carries that account's permissions — no API keys are pasted into Cloodot.
4
Choose the tools it may call
Open the connection and switch off anything you would rather it never touched. A tool you switch off is out of reach from the next question onward.

Open Settings → Apps →

Airtable questions.

How do I connect Airtable to Cloodot?

Open Settings → Apps in Cloodot, switch to Browse, and search for Airtable. Connecting it opens Airtable's own sign-in and consent screen; when you come back, the app is listed as Connected and your copilot can use it. Nothing is installed and no keys are pasted into Cloodot.

What can Cloodot do in Airtable?

Work of this kind: list records in a table or a view; find a record by field value; create a record; update fields on a record; read the schema of a table. The exact list depends on what your Airtable account is allowed to do — Settings → Apps shows every tool the connection actually exposes.

Can I limit which Airtable tools Cloodot may use?

Yes. Open the connection and every tool it exposes is a switch, searchable by name. A tool you switch off is out of reach from the next question onward, so a read-only Airtable connection is a matter of leaving the writes off.

Can an event in Airtable start a Cloodot workflow?

Yes. Events like a record is created, a record is updated appear in the workflow editor's trigger picker once Airtable is connected, and the event's own fields become variables the rest of the workflow can read.

Who in my team can connect Airtable?

Anyone in the organization — Apps is not restricted to admins and owners, because which apps a copilot can reach is part of doing the job. The connection carries the permissions of the Airtable account that authorized it, so a docs & knowledge connection is only ever as broad as the account behind it.

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