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How it works

The Airtable connector pulls records from your Airtable bases and makes them searchable in ASSIST AI. Each record is indexed as its own document, with all field names and values intact. You can either index every base and table your API token can access, or point it to a specific table by providing its URL. By default, table data is refreshed every 24 hours.

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Setting Up

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1. Create a Personal Access Token

  1. Open the Builder Hub Click your profile icon in the top-right corner of Airtable and select Builder Hub.
  2. Go to Personal Access Tokens In the sidebar, click Personal access tokens, then click Create new token.
  3. Configure scopes Name your token (e.g. “ASSIST AI”) and enable the following scopes data.records:read — read record data data.recordComments:read — read record comments schema.bases:read — read base and table schemas user.email:read — read user email addresses (for collaborator fields)
  4. Grant base access Under Access, select all the bases you want available in ASSIST AI. If you plan to use the Everything option, ensure the token covers every base you’d like included.
  5. Create and copy the token Click Create token and save it somewhere safe — it won’t be shown again.

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2. Add the Connector in ASSIST AI

  1. Open the Airtable connector Go to the Admin Panel and select the Airtable connector.
  2. Create a credential Add a new credential and paste in your Personal Access Token.
  3. Choose what to index You have two options:
    • Everything — Automatically finds and indexes all bases and tables the token can access. No extra setup required.
    • Specific Table — Indexes a single table. To use this, open the desired table in Airtable, copy the URL from your browser’s address bar (formatted like https://airtable.com/appXXX/tblYYY/viwZZZ), and paste it into the Airtable URL field. The base ID, table ID, and view ID will be extracted automatically.

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Advanced Options

  • Treat all fields except attachments as metadata — When enabled, text fields (such as “Title” or “Description”) are stored as metadata rather than searchable content. Only the contents of file attachments become the searchable body of the document. This is useful when your key content lives in attached files and the other columns serve as labels or categories.
  • Share ID (Specific Table only) — To have record links in ASSIST AI point to a shared view URL, enter the share ID here (e.g. shrkfjEzDmLaDtK83). You can find this by creating a shared view within Airtable.