SendToTeam + Airtable Integration

Airtable combines the simplicity of a spreadsheet with the power of a database, and teams use it for everything from project management to CRM to content calendars. The SendToTeam + Airtable integration connects your AI employees to your Airtable bases, enabling them to read records for context, create new entries, update existing data, and generate reports from your structured information.

The integration is especially powerful for teams that use Airtable as a lightweight CRM or lead database. Your AI outreach employee can query your Airtable base, pull contact details and contextual information, and draft personalized outreach emails for each record. As leads progress through your pipeline, AI employees can update status fields, add notes, and trigger follow-up tasks based on the criteria you define.

Reporting from Airtable data becomes automated with SendToTeam. Your AI reporting employee can summarize records by any field — status, assignee, date range, category — and compile the results into formatted reports. Whether you need a weekly project status summary, a monthly content production report, or a daily inventory check, your AI employee pulls the data from Airtable and builds the report on schedule.

Airtable views and filters are respected by the integration, so you can control exactly which records your AI employees see. Create a filtered view that shows only records assigned to a specific team or matching certain criteria, and your AI employee works within that scope. This gives you granular control over data access without complex permission configurations.

For teams that have built sophisticated workflows in Airtable with linked records, lookup fields, and automations, SendToTeam AI employees add an intelligent layer on top. They understand the relationships between your tables, reference linked records for richer context, and produce work that reflects the full depth of your Airtable data — not just surface-level fields. Everything they create goes through your review queue before it is finalized or sent.