Airtable Integration
Airtable Connection
We use OAuth to securely connect with your Airtable account. No API keys or developer setup is needed — you authorize EffiClose directly through Airtable.
- Navigate to Settings → Integrations
- Find "Airtable" in the integrations list and click Connect
- You will be redirected to Airtable — sign in with your Airtable account and authorize EffiClose
- Select the base where meeting records will be stored
- Select the table within that base
- Map your fields — assign which Airtable columns should receive the meeting title, date, participants, summary, action items, and recording link
- EffiClose creates a test record in the selected table to verify that permissions are configured correctly
- The integration status will show as "Connected"
data.records:write) and read your base and table structure (schema.bases:read). A refresh token is used to keep the connection active — you do not need to re-authorize periodically.Meeting Records
Unlike other project management integrations that create individual tasks from action items, the Airtable integration creates one record per meeting containing the full meeting data. After a meeting finishes, EffiClose automatically creates a new record in your configured table with the following fields:
- Meeting Title: The meeting name, stored in the table's primary field
- Date: The date the meeting took place
- Participants: A comma-separated list of participant email addresses
- Summary: The AI-generated meeting summary
- Action Items: All extracted action items as a newline-separated list
- Recording Link: A URL to the meeting recording, when available
During setup, you choose which Airtable column receives each piece of meeting data. Only the meeting title (primary field) is required — all other fields are optional. You can update your field mapping at any time by visiting the integration settings and reconfiguring the setup.
Troubleshooting
Connection issues:
- Disconnect and reconnect the integration to re-authorize with Airtable
- Ensure your Airtable account has access to the base you are trying to connect
- Check that EffiClose has not been removed in your Airtable integrations settings
Record creation errors:
- Verify that the configured table still exists in the selected base
- Check that the mapped field names have not been renamed or deleted in Airtable
- Disconnect and reconnect the integration if errors persist
Permission issues:
- Ensure you have creator or editor access to the base and table you want to connect
- Check that the Airtable OAuth integration has not had its scopes reduced or been revoked