Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.

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

Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.

Triggers

While tools are the actions an agent takes on your behalf, triggers are the events that can start an agent automatically. When you build an agent, you can choose one of the triggers below as its starting point. For example, having the agent run every time something new happens in Airtable.

Trigger

New Field Created (Instant)

New or Modified Field (Instant)

New or Modified Records (Instant)

New or Modified Records in View

New Record Created, Updated or Deleted (Instant)

New Record(s) Created (Instant)

New Records in View

New, Modified or Deleted Records

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:

You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.

Step 1: Go to the connectors page in Sana

In Sana, click on your profile icon and name in the bottom left corner and select Connectors.

Step 2: Find Airtable in the list of available connectors

Scroll to the Available connectors section and locate Airtable.

Note: If you can't find a connector in this list, it means one of the following:

You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.

Step 3: Hover the connector card and click the connect button

Hover the Airtable card and click the Connect button.

Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.

Step 4: Initialize the Pipedream connection

When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.

Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.

Step 5: 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 6: 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.