Airtable Integration

Connect your Airtable workspace to create, read, update, and delete records, search with filters, browse schemas, and pull database data into OpenCharts — all from Theo chat.

Why Connect Airtable?

Search and filter records from chat
Pull Airtable data into OpenCharts tables and notes
Create and update records without leaving OpenCharts
Browse base schemas and table structures
Ask Theo to summarize or analyze your data
Generate reports and flowcharts from Airtable records

Connecting Airtable

Step 1 — Open the connector

Go to Skill Store → Flow Connectors → Airtable and click Connect.

Step 2 — Authorize with Airtable

You'll be redirected to Airtable's OAuth consent screen. Select the bases you want to share with OpenCharts and click Grant access.

Step 3 — Pick a base and table

After authorization, the setup wizard fetches your bases. Select a base and table — this becomes the default for Theo commands.

Step 4 — Done

Your Airtable account is now connected. The Airtable skill is automatically available in Theo AI Chat.

Permissions Granted

OpenCharts requests access to the bases you explicitly share:

Records— Read, Create, Update, Delete
Table Schemas— Read (field names & types)
Base Metadata— Read (tables list)

What You Can Do

Records

  • • List all records in a table with all field values
  • • Get a single record by its ID
  • • Create new records with field values
  • • Update existing records
  • • Delete records by ID
  • • Search / filter records using Airtable formulas

Schema & Structure

  • • List all tables in a base
  • • Get field schemas (column names, types, options)

Using Airtable from Theo Chat

Once connected, Theo activates the Airtable skill when it detects relevant keywords:

"Show me my Airtable records" → Lists records in a table
"Search for records where Status is Active" → Filters using Airtable formula
"Create a record with name John and email john@acme.com" → Creates a new record
"What tables are in my base?" → Lists tables and their schemas
"Pull my Airtable data into a table" → Creates an OpenCharts data table

Token Management

Airtable OAuth tokens are automatically refreshed by OpenCharts. If a refresh fails (e.g., you revoked access in Airtable), you'll see a reconnection prompt in the Skill Store.

Disconnecting

Go to Skill Store → Flow Connectors → Airtable and click Disconnect. Your Airtable data is never stored in OpenCharts — only the OAuth token is held (and deleted on disconnect).

You can also revoke access from Airtable at airtable.com/create/oauth → Connected Apps.

Troubleshooting

"No credentials found" error

Your connection may have expired. Go to Skill Store → Flow Connectors → Airtable and click Reconnect.

Base picker is empty during setup

Make sure you granted access to at least one base during the Airtable OAuth consent screen.

Filter formula returns no results

Airtable formulas are case-sensitive. Use exact field names from your table schema, e.g. {Status}='Active'.

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