💡Beta Features must be enabled in the tenant in order to access the Airtable Beta Integration. Please reference How to Enable Beta Integrations for assistance.

Leverage Airtable Integration with Hatz AI: Features and Tools Guide

The integration of Airtable and Hatz AI unlocks a wealth of opportunities for users looking to supercharge their workflow with the power of Hatz AI. Whether you're managing complex datasets, streamlining project management, or automating data entry, this fusion brings exceptional capabilities to your fingertips.

This guide will walk you through the features and tools provided by the Airtable tool with Hatz AI's capabilities.

What is the Airtable Tool?

The Airtable tool is a feature-rich integration that allows users to connect and interact directly with their Airtable bases. It supports a comprehensive suite of tools for managing bases, tables, records, and comments. With Hatz AI now connected to this tool, you can automate data workflows, generate structured insights, and perform intelligent operations across your Airtable data without leaving the conversation.

How and What Can a User Access?

Each user on the Hatz platform is required to connect their individual Airtable account through the secure integration setup detailed below, following Airtable's authentication process.

This process ensures that the integration strictly complies with Airtable’s security protocols while respecting the access permissions and rules assigned to each user’s account.

It’s important to note that the Hatz Airtable integration will never exceed the access levels granted to the user within Airtable, guaranteeing alignment with the platform’s governance policies. As a result, outcomes and available features may vary depending on each user’s specific permissions and authenticated access.

How to Connect to the Airtable Integration Tool

Click the "Workspace" Tab
Click "Integrations"
Click "Add an Integration"
Find Airtable, click "Add"
Click "Connect with Airtable"
Select the Airtable account you would like to connect to, if you are already logged in in the browser you may automatically connect
If you Select "+ Add all Resources", all current and future bases the authenticated user has access to will be included.
Selecting + Add a Base will not allow Hatz to access newly created bases, even if the use has access. The only way to modify selection is to disconnect the integration and re authenticate to modify your selection.
Click "Grant Access"

Features of the Airtable Integration Tool

1. Full-Spectrum Base and Table Management

List and Create Bases: Retrieve all accessible Airtable bases or create new ones directly through Hatz AI.
Dynamic Table Creation: Design and create new tables within a specified base, including defining the fields and their properties.
Schema Retrieval: Instantly fetch the complete schema for any base to understand its structure, tables, and fields.

2. Comprehensive Record Management

Create, Read, Update, Delete (CRUD): Perform the full range of record operations. Add, fetch, modify, or delete single or multiple records in any table.
Batch Operations: Efficiently create, update, or delete multiple records in a single command, saving significant time on bulk data tasks.
Advanced Filtering and Sorting: List and retrieve records with powerful filters and sorting parameters to find the exact data you need.

3. Field and Data Customization

Create Custom Fields: Add new fields (columns) to existing tables to adapt your data structure on the fly as your needs evolve.
Targeted Data Retrieval: Specify which fields to return in a query, ensuring you only get the data relevant to your task.

4. Integrated Commenting and Collaboration

Add and Manage Comments: Create, list, or delete comments on specific records to facilitate team collaboration and keep conversations in context.
Automate Annotations: Use Hatz AI to automatically add notes and summaries as comments to records based on new information or events.

Why Use the Airtable Integration with Hatz AI?

Connecting your Airtable data to and leveraging Hatz AI allows you to:

Reduce Time Spent on Manual Data Entry: Automate repetitive tasks like adding new records, updating statuses, or creating tables.
Drive Data-Driven Decisions: AI-powered analysis uncovers actionable trends and patterns hidden in your Airtable data.
Enhance Productivity: Use intelligent automation to handle workflows and focus your team on high-value activities.
Streamline Operations: The seamless integration ensures all your Airtable data is easily accessible and actionable from a single interface.

Real-Life Use Cases

Scenario 1: Automated Project Task Management

A project manager can use Hatz AI to automatically create a new record in their "Project Tasks" base whenever a new task is assigned in a meeting. Hatz AI can populate fields like 'Task Name', 'Assignee', and 'Due Date'. Later, the manager can ask Hatz AI to update the status of a task, and the integration will modify the corresponding record in Airtable.

Scenario 2: Centralized Customer Feedback Logging

When customer feedback is received from various channels, you can instruct Hatz AI to add it to a "Customer Feedback" base. Hatz AI can create a new record for each piece of feedback and then use the comment-creation feature to add context or action items, ensuring all feedback is logged, tracked, and actionable.

Scenario 3: Dynamic Inventory and Catalog Creation

A retail manager launching a new product line can ask Hatz AI to create a new table for it in their "Inventory" base. Hatz AI can then programmatically add all the necessary fields, such as 'Product ID', 'Name', 'Stock Level', and 'Price', and populate the table by creating records for each new item.

Airtable & Hatz AI: Use Case List

This list outlines practical applications of the Hatz AI and Airtable integration. It is categorized by the core features available through the tool, providing examples of direct Chat Prompts for quick, ad-hoc tasks and Workflow Automations for more structured, repeatable processes.

1. Base and Table Management

Use Case	Description	Chat Prompt Example	Workflow for Automation
New Project Setup	Instantly create a new Airtable base and the necessary tables for a new project, campaign, or client without leaving the chat.	`Create a new base named 'Q4 Marketing Campaign'. In it, create a table called 'Content Calendar' with these fields: 'Title', 'Status', 'Author', and 'Publish Date'.`	Guided Project Kick-off Workflow: 1. Prompts the user for the new project/base name. 2. Creates the base. 3. Asks the user for the names of the tables they need (e.g., 'Tasks', 'Assets', 'Meetings'). 4. For each table, it prompts for the required field names. 5. Creates all tables and fields, then confirms completion.
Dynamic Table Creation	Quickly add a new table to an existing base as project needs evolve, such as tracking a new type of data.	`In the 'Product Development' base, add a new table called 'User Feedback' with fields for 'User Email', 'Feedback', and 'Submitted On'.`	New Data Stream Workflow: 1. Prompts the user to select an existing base from a list. 2. Asks for the new table's name. 3. Prompts the user to list the fields and their types (e.g., "Name (text), Stock (number), Is Active (checkbox)"). 4. Creates the new table with the defined schema.
Schema Overview	Get an immediate understanding of a base's structure without opening Airtable, useful for onboarding or troubleshooting.	`Show me the schema for the 'Inventory Management' base. List all tables and their fields.`	Base Structure Audit Workflow: 1. User provides the name of a base. 2. The workflow fetches the complete schema. 3. Hatz AI formats the output, clearly listing each table and its fields with their corresponding types. 4. Presents the formatted structure to the user for review.

2. Record Management

Use Case	Description	Chat Prompt Example	Workflow for Automation
Rapid Data Entry	Add a new record to any table using natural language, perfect for logging information as it comes in.	`Add a new task to the 'Project Tasks' table: Task Name is 'Finalize presentation slides', Assignee is 'Alice', and Due Date is tomorrow.`	Bulk Item Entry Workflow: 1. Prompts the user for the target base and table. 2. Asks the user to paste a list of items (e.g., a list of new inventory products, each on a new line). 3. The workflow iterates through the list, creating a new record for each line item in the specified table.
Quick Record Update	Find and modify a specific record on the fly, such as updating a project's status or correcting a data entry error.	`Find the task 'Draft blog post' in the 'Content Calendar' and update its status to 'In Review'.`	Daily Stand-up Workflow: 1. Fetches all records from the 'Tasks' table assigned to the current user with a status of 'In Progress'. 2. Presents the list to the user. 3. Asks: "What have you completed?" or "Which tasks need a status update?" 4. Updates the selected records in Airtable based on user input.
Targeted Data Search	Instantly retrieve specific records using filters and sorting, eliminating the need to manually build views in Airtable.	`Show me all records from the 'Customer Feedback' table where the priority is 'High', sorted by submission date.`	Overdue Task Finder Workflow: 1. Runs a query to find all records in a 'Tasks' table where the 'Status' is not 'Done' and the 'Due Date' is in the past. 2. Retrieves the task name and assignee for each overdue item. 3. Presents a clean list of overdue tasks to the project manager for follow-up.

3. Collaboration and Commenting

Use Case	Description	Chat Prompt Example	Workflow for Automation
Log Meeting Notes	Add contextual notes or discussion summaries as comments to a specific record after a call or meeting.	`On the 'Q4 Budget' record in our 'Finance' base, add a comment: "Meeting with leadership confirmed the budget is approved. Awaiting final sign-off."`	Meeting Debrief Workflow: 1. Prompts the user for the relevant record (e.g., project name, client name). 2. Asks the user to provide their raw meeting notes. 3. Hatz AI summarizes the key points and action items from the notes. 4. Adds the formatted summary as a comment to the specified record in Airtable.
Team Collaboration	Tag team members or ask questions directly on a record to keep all communication centralized and in context.	`Find the bug report 'ID-451' and add a comment: "This seems to be a high-priority issue. Can we get an update on the fix?"`	Task Handoff Workflow: 1. Prompts the user for the record they want to hand off. 2. Asks for the name of the new assignee and any handoff notes. 3. The workflow updates the 'Assignee' field on the record. 4. It then adds a comment with the handoff notes, ensuring a clear audit trail.
AI-Powered Annotation	Use Hatz AI to analyze information and automatically add insightful comments or summaries to records.	`Analyze the feedback in the latest entry of the 'User Surveys' table and add a comment summarizing the sentiment.`	Feedback Triage Workflow: 1. User pastes a piece of customer feedback. 2. The workflow creates a new record for the feedback in the 'Customer Feedback' table. 3. Hatz AI analyzes the feedback text for sentiment (Positive, Negative, Neutral) and key topics. 4. The workflow adds a comment to the new record, such as "Sentiment: Negative. Key Topics: UI, Performance."