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Airtable

Sync your Airtable tables into AI SmartTalk's knowledge base. Turn your structured data into AI-queryable knowledge—perfect for product catalogs, FAQs, team directories, and more.


Overview

The Airtable integration enables you to:

  • Connect your Airtable base via API key
  • Sync table data as knowledge base entries
  • Query your data conversationally through the AI
  • Keep data fresh with manual or scheduled syncs

Prerequisites

Before you begin, ensure you have:

  • An active AI SmartTalk account
  • An Airtable account with at least one base
  • An Airtable API key (Personal Access Token)

Step-by-Step Setup

Step 1: Generate Your Airtable API Key

  1. Log into your Airtable account
  2. Go to Account SettingsDeveloper hub
  3. Click Create new token
  4. Configure your token:
    • Name: AI SmartTalk Integration
    • Scopes: Select data.records:read and schema.bases:read
    • Access: Choose the specific bases you want to connect
  5. Click Create token and copy it immediately

Important: Save your token securely—Airtable only shows it once!

Step 2: Connect to AI SmartTalk

  1. Log into your AI SmartTalk account
  2. Navigate to SettingsIntegrations
  3. Find Airtable and click Connect
  4. Paste your API key in the Personal Access Token field
  5. Click Validate

Step 3: Select Tables to Sync

After validation, you'll see your available bases and tables:

  1. Browse bases: Click to expand each base
  2. Select tables: Check the tables you want to sync
  3. Configure fields: Choose which columns to include
  4. Click Start Sync

Step 4: Verify the Import

  1. Go to Knowledge in AI SmartTalk
  2. Your Airtable records appear as individual knowledge entries
  3. Test your AI by asking questions about your data

What Gets Synced

Data TypeHow It's Processed
Text fieldsSynced as searchable content
Number fieldsIncluded in record context
Select/Multi-selectTreated as categories/tags
Linked recordsReferences included
AttachmentsURLs referenced (files not downloaded)
FormulasComputed values synced

Example: Product Catalog

If you have a "Products" table:

NameDescriptionPriceCategory
Widget ProProfessional-grade widget...$99Tools
Widget LiteEntry-level widget...$49Tools

Your AI can answer:

  • "What products do you have?"
  • "Tell me about Widget Pro"
  • "What's your cheapest tool?"

Sync Configuration

Field Selection

For each table, you can configure:

  • Primary field: Main identifier for each record
  • Content fields: Fields to include in knowledge base
  • Exclude fields: Internal fields to skip (IDs, timestamps, etc.)

Sync Frequency

OptionDescription
ManualClick "Sync Now" when needed
On importSyncs when you trigger an import
ScheduledSet up via SmartFlow (see below)

Scheduling with SmartFlow

To automatically sync your Airtable data:

  1. Create a new SmartFlow
  2. Add a Scheduled trigger (daily, weekly, etc.)
  3. Add the Sync action → Select Airtable
  4. Save and activate the workflow

Use Cases

Product/Service Catalog

Sync your product database so customers can ask:

  • "What products do you have under $100?"
  • "Compare Widget Pro and Widget Lite"
  • "Do you have anything in the Tools category?"

FAQ / Knowledge Base

Store FAQs in Airtable with Question/Answer columns:

  • "How do I reset my password?"
  • "What's your refund policy?"
  • "Where can I find my invoice?"

Team Directory

Sync team member data for internal queries:

  • "Who handles customer support?"
  • "What's Sarah's role?"
  • "List everyone in the Engineering team"

Event/Schedule Data

Sync event tables for scheduling queries:

  • "What events are coming up?"
  • "When is the next webinar?"
  • "What happened at last month's meetup?"

Troubleshooting

Connection Issues

IssueSolution
"Invalid API key"Regenerate token in Airtable Developer hub
"Base not found"Ensure token has access to that base
"Permission denied"Add data.records:read scope to your token

Sync Issues

IssueSolution
Missing recordsCheck that records aren't filtered/hidden in view
Stale dataClick Sync Now to refresh
Wrong fields syncingReview field selection in integration settings

AI Can't Find Data

IssueSolution
No results for queriesWait for sync to complete and AI to process
Partial answersEnsure all relevant fields are included in sync

Managing the Connection

ActionHow
Update API keySettings → Integrations → Airtable → Update Token
Add tablesEdit connection → Select additional tables
Remove tablesUncheck tables you no longer want synced
DisconnectSettings → Integrations → Airtable → Disconnect

Best Practices

  1. Structure for AI: Use clear, descriptive field names
  2. Deduplicate data: Remove duplicate records before syncing
  3. Use primary fields wisely: Choose unique, descriptive identifiers
  4. Regular syncs: Keep data fresh, especially for changing content
  5. Limit scope: Only sync tables your AI needs to answer questions

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