Firms use Airtable for everything from client trackers to workflow boards. With this integration connected, Filed can read the workspaces, bases, and tables the connected account can access. Ask a question in Chat, or set up a Routine that works with your Airtable data on a schedule or in response to a trigger.
Read access is always enabled. Keep Write off until record changes are approved; once enabled, Filed shows proposed changes for review before they touch live records. This integration connects through Filed's integration provider, Composio.
How it works
- Pull base and table information into Filed Chat
- Automate repeatable Airtable work with Routines
- Prepare approved record changes when Write access is enabled
- Keep a read-only connection for reporting and analysis
Ask Filed, in your own words.
Starting points for this connection. Swap the bracketed details for your client and your dates.
Summarize the Airtable information for [client name] for [date range].
Find items in Airtable that need review before [deadline].
With write access enabled, prepare the approved Airtable update and show the proposed changes first.
The questions firms ask us
You sign in with a user who can access the intended bases and tables, approve authorization, and return to Filed for verification. The connection runs through Filed's integration provider, Composio.
Only when Write access is enabled in the connection settings. Read access is always on; keep Write off until record changes are approved.
Filed only sees what the connected account can access. Check that user's workspace and base permissions in Airtable, then reconnect if the wrong account was used.