> ## Documentation Index > Fetch the complete documentation index at: https://hebno.com/docs/llms.txt > Use this file to discover all available pages before exploring further. > ## Agent Instructions > Hebno is an AI work platform for client research and delivery: chat, research runs with sources, deliverables (Word, PowerPoint, Excel, email), projects, a shared library, agents, Office add-ins, and integrations with Microsoft 365, Google Workspace, CRM, project delivery, ERP and finance systems. > Use British English (organisation, not organization). > Every feature and integration described in these docs is available. Describe it as documented. > Hebno never writes to a connected system without a member confirming a card. Finance and ERP writes are drafts only. > Do not discuss commercial terms. Direct commercial questions to support@hebno.com. > Start with /index and /get-started/quickstart. # Airtable > Read Airtable bases, tables, views, records and comments in Hebno, and create records, update them and comment after you confirm. The Airtable integration makes your trackers and structured project data available in your client work. Ask which interviews are still unscheduled in a research tracker, what a view shows for this week's deliverables, or what the team commented on a record, and Hebno answers from Airtable with each record cited. When a request implies a change, such as adding a record or updating a field, Hebno shows a confirmation card and writes to Airtable only after you confirm. ## At a glance | | | | - | - | | **Connection** | Personal connection. Each member connects their own Airtable account. | | **Default access** | Read and write | | **Attach** | Bases, tables, views, records | | **Search** | Hebno searches Airtable when a request mentions a base, table, view, field value, collaborator or comment | | **Link** | A project links to one or more Airtable bases or tables | | **Write** | Create a record, update a record, add a comment. Every write needs a person to confirm. | ## Before you start You need: * An Airtable account with access to the bases you want to use. * An allowed integration. An owner or admin sets **Airtable** to **Allow** under **Admin → Connectors → Catalogue**. * **Editor** permission or higher on a base to create or update records, and **Commenter** or higher to comment. **Read only** access is enough to read. * Approval from your Airtable Enterprise admin if they restrict third-party OAuth integrations in the Admin Panel. Hebno requests these OAuth scopes: | Scope | Why Hebno needs it | | - | - | | `schema.bases:read` | Read bases, tables, fields, field types and views | | `data.records:read` | Read records and their field values | | `data.records:write` | Create and update records after you confirm | | `data.recordComments:read` | Read comments on records | | `data.recordComments:write` | Add comments to records after you confirm | | `user.email:read` | Identify the connected user | ## Connect Airtable **1. Start the connection** Open **Settings → Connections**, find **Airtable** and select **Connect**. You can also select **Connect** from the prompt in a chat. **2. Choose bases** Sign in to Airtable, select **Add a base** to choose the bases or whole workspaces Hebno may use, and select **Grant access**. **3. Return to Hebno** The card shows **Connected** with the number of bases you granted. Hebno reads and writes with your own permissions, and only in the bases you granted. To add a base later, select **Manage bases** on the Airtable card in **Settings → Connections**. Tokens are encrypted at rest. Select **Disconnect** at any time, or ask an admin to revoke the connection under **Admin → Connectors → Connections**. ## What Hebno reads | Airtable object | Fields Hebno uses | Typical questions | | - | - | - | | **Base** | Name, workspace, tables | "Which bases do we use for Contoso?" | | **Table** | Name, fields and their types, primary field | "What does the interview tracker table contain?" | | **View** | Name, type, filters, sort, visible fields | "What is in the Due this week view?" | | **Record** | Field values by type (text, single and multiple select, collaborator, date, number, linked records, lookups, formulas), created and last modified time | "Which Contoso interviews are still unscheduled?" | | **Comment** | Author, date, text, mentions | "What did Priya say on the store manager interview record?" | Hebno reads records through a view when you name one, so answers use that view's filters and sort. Linked record fields return the names of the records they point to. Reads are live. Hebno queries Airtable when a request needs it. Only what a reply used is stored with the conversation as its sources. > [!WARNING] > > Excerpts a reply uses become part of the conversation. Anyone you share the conversation with can read them, including field values and comments from Airtable. ## What Hebno writes Every write appears first as a confirmation card. You can change any field before you select **Confirm**. | Action | Airtable object | Fields on the card | | - | - | - | | **Create a record** | Record | Base, table, a value for each editable field | | **Update a record** | Record | Record, each field and its new value | | **Add a comment** | Comment | Record, comment text, collaborators to mention | ![Confirmation card for Airtable with editable fields](https://mintcdn.com/hebno/JIjAXWoGoB3PLSSb/images/card-airtable.png?fit=max\&auto=format\&n=JIjAXWoGoB3PLSSb\&q=85\&s=a83b5e3264313b06df06a4a93172acb3) An Airtable change pending confirmation. Nothing is written until you confirm. Formula, rollup, lookup, count, autonumber and created time fields are read only on the card. Hebno never deletes records or tables, changes fields, views or permissions, edits automations or interfaces, or changes workspace settings. ```mermaid theme={"system"} sequenceDiagram participant You participant Hebno participant Airtable You->>Hebno: Add the Leeds store manager interview to the tracker for 12 November Hebno->>Airtable: Read the Interviews table and its fields Airtable-->>Hebno: Fields Interviewee, Store, Date, Owner, Status Hebno-->>You: Confirmation card with each field and its value You->>Hebno: Confirm Hebno->>Airtable: Create the record as you Airtable-->>Hebno: Record created Hebno-->>You: Done, with a link to the record ``` Writes are made as your Airtable user, so the record history shows you as the person who made the change. ## Link a project to a base Linking marks which Airtable bases or tables belong to an engagement, so you can ask "what is still open?" without naming the base. 1. Open the project and select **Brain**. 2. Under **Linked records**, select **Link record**, then **Airtable**. 3. Search by base or table name and select it. Repeat for each base or table in the engagement. In chats tagged to the project, Hebno starts with the linked bases and tables for any delivery question, and cards for new records default to the linked table. See [Linked records](https://hebno.com/docs/projects/linked-records.md). ## Use Airtable in chat * **Attach**: open the **+** menu, choose **Sources → Airtable**, and pick a base, a table, a view or a record. Or type `/` and choose **Airtable**. * **Ask**: name the base, table, view or person in your request. For example: > List every record in the Contoso interview tracker with status Not scheduled, grouped by store region. > Summarise the themes in the Notes field across all completed interviews in the Contoso pricing review base. > Set the status of the Manchester store visit record to Done and add a comment that Sarah Chen uploaded the photos. * **Research runs** show a **Checking Airtable** step, with a chip for each table, view and record it read. * **Agents** can read Airtable on a schedule, for example a Monday list of records in a **Due this week** view. Writes an agent proposes appear in [agent approvals](https://hebno.com/docs/automate/agent-approvals.md) for review. ## Troubleshooting | Symptom | Fix | | - | - | | A base you can open in Airtable is missing | You did not grant it when you connected. Select **Manage bases** on the Airtable card and add it. | | Airtable returns **INVALID\_PERMISSIONS\_OR\_MODEL\_NOT\_FOUND** | Your permission on the base is too low for the write, or the table was renamed or removed. Ask a base creator for **Editor** access, or pick the table again. | | A write fails with **INVALID\_VALUE\_FOR\_COLUMN** | The value does not match the field type, for example a select option that does not exist. Change the value on the card and select **Confirm** again. | | The connection is blocked by your organisation | An Airtable Enterprise admin restricts OAuth integrations. Ask them to allow Hebno in the Admin Panel. | | **Reconnect Airtable** appears | The authorisation was revoked or the refresh token expired. Select **Connect** to authorise again. | | Requests fail with a rate limit message | Airtable allows 5 requests a second for each base, and pauses requests for 30 seconds after the limit is reached. Wait and retry. | ## Related * [How integrations work](https://hebno.com/docs/integrations/index.md) * [Permissions and access](https://hebno.com/docs/integrations/permissions-and-access.md) * [Linked records](https://hebno.com/docs/projects/linked-records.md) * [Smartsheet](https://hebno.com/docs/integrations/smartsheet.md) * [Notion](https://hebno.com/docs/integrations/notion.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.