Databases & CRM
Set up Airtable
Connect Airtable to make your bases searchable — every table becomes a findable concept and every record a situated fact with its linked records resolved to names, so “which projects is Acme on” answers from the base itself. Read-only.
- Create a token at airtable.com/create/tokens with the scopes data.records:read and schema.bases:read, and grant it the bases to sync.
- Documents → Airtable, paste the token; optionally list base names or ids to narrow it further.
- Choose access groups, Test, then Sync.
Which bases the token can reach is exactly which bases sync — the token's own access list is the scoping tool. Attachment cells are left out; linked-record cells render as the linked rows' names.
Was this page helpful?
Last updated 29 Aug 2026