AI based on ClickUp Tasks

Introduction

What is Airtable?

Airtable is a cloud-based platform that combines the simplicity of a spreadsheet with the functionality of a database. It allows users to organize and manage their data collaboratively, offering features such as customizable fields, file attachments, and integrations with other apps for streamlined workflows.

What is CogniVis AI?

CogniVis AI is a platform that enables you to pull data from different sources and combine them with each other to create practically useful AI tools. Sources may include your internal company knowledgebase and a variety of most popular business apps like GitHub, Jira, Slack, and more.

This enables you to easily create AI chatbot assistants (internal), custom generators and even embeddable AI chat widgets trained on your data.

How CogniVis AI works with Airtable?

The Airtable Connector retrieves records from specified bases and tables, providing structured data for insights, automation, and reporting.

Records
Record ID
Record fields (all available fields within a table)
Record creation date
Record last update date
Tables
Table name
Table schema (field names and types)
Bases
Base name
Base ID
Attachments
File name
File URL
File type

Configuration

Generate a Personal Access Token

To connect CogniVis AI with Airtable, you need to generate a Personal Access Token in Airtable. This token will be used to authenticate the connection between CogniVis AI and Airtable.

Sign into your Airtable account.

Navigate to tokens

Select Builder hub or use this link.

Create a new token

Click on Create token button.

Give your token a name. Then, select the scopes you want to assign to your token. Click Add database to grant the token access to a database or workspace. Press Create token button.

Copy and save the Airtable token, as it will be displayed only once and will be required to access the Airtable connector.

Add the connector to CogniVis

Navigate to CogniVis Connectors

In your platform, go to the Admin Panel, which you can find in the top right corner of the screen.

Go to the Add Connector section in the menu on the left side of the screen.

Then, search for and select the Airtable connector.

Add your Airtable token

Enter the previously generated Airtable token.

Specify the repo

Please complete the form by entering the base ID and table ID. These can be located in the URL when you access the table in Airtable. For instance, if the URL is https://airtable.com/apppNC4YKUh0gAI5Z/tbleuk4zuh79kJ2r6/viwuBNeUh9CveMDF0, the base ID is apppNC4YKUh0gAI5Z and the table ID is tbleuk4zuh79kJ2r6.

Free trial

If you are interested in creating your own automations and workflows with artificial intelligence based on your data, you can request a free trial of our solution. Please book a demo with us to get started.

book a demo

On-premise

Enterprise organizations can choose to deploy this connector on-premise. On-premise deployment provides additional security and privacy, it means that the connector will be hosted on your own servers which you can control and manage.

This option is suitable for organizations that have strict data privacy and security requirements, want to integrate with their existing infrastructure, or need to comply with specific local regulations.

Contact our team & learn about options of deploying this connector on premise.

book a demo learn more about on-premise ai

Use cases

Check out potential benefits and use cases for this connector.

Automated Data Insights & Reporting

AI can analyze Airtable records to generate automated reports, summaries, and insights, helping teams track project progress, sales trends, or customer feedback efficiently.

Smart Data Retrieval & Search

A CogniVis-powered assistant can quickly retrieve relevant records from Airtable based on user queries, making it easy to access customer details, project statuses, or inventory data without manual searching.

AI-Powered Data Cleaning & Standardization

The AI can identify inconsistencies, missing fields, and formatting errors in Airtable records, suggesting or applying corrections to maintain clean, structured data.

Automated Task & Workflow Management

AI can detect overdue tasks, assign follow-ups, and trigger automated actions based on record updates, streamlining project management and workflow execution.

Predictive Analytics for Decision-Making

By analyzing trends in historical records, AI can predict outcomes like sales forecasts, customer churn, or resource needs, helping businesses make data-driven decisions.

Personalized Customer & Lead Management

AI can categorize leads, recommend follow-up actions, and even generate personalized responses using CRM data stored in Airtable, enhancing customer engagement.

Seamless Document & File Processing

With access to Airtable attachments, AI can extract insights from uploaded documents, generate summaries, and facilitate quick retrieval of relevant files.

Automated Compliance & Audit Checks

AI can monitor data integrity, track updates, and flag anomalies or missing fields to ensure compliance with industry standards and internal policies.

AI-Powered Content & Knowledge Base Generation

Using stored Airtable data, AI can generate FAQs, knowledge base articles, or reports tailored to specific business needs, reducing manual documentation effort.

Real-Time Notifications & Alerts

CogniVis AI can monitor Airtable records and send real-time alerts or summaries via Slack, email, or other integrations whenever critical updates occur.

Airtable AI