> ## Documentation Index
> Fetch the complete documentation index at: https://support.metaview.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Airtable

> Connect Airtable to use hiring plans, approved roles and target-company lists in Metaview Sourcing.

Hiring plans, approved roles and target-company lists often live in Airtable as structured records. Connect your Airtable account so the [Sourcing agent](https://support.metaview.ai/sourcing/overview.md) can use records from your bases and tables when you ask it to.

> [!NOTE]
>
> Airtable is a ready-made connector. [Connectors overview](https://support.metaview.ai/integrations/connectors-overview.md) explains how connectors work and how connected data is accessed, stored and shared.

## Requirements

* An Airtable account with access to the bases you want to use. Airtable's MCP server is available on all Airtable plans.
* A Metaview account with access to Sourcing.
* If your organisation restricts third-party integrations in Airtable, an Airtable admin may need to allowlist the integration.

## Connect Airtable

**1. Open Airtable settings**

In Metaview, open **Settings > Integrations** and select `Connect Airtable`. If a connection already exists, the card shows `Manage Airtable` instead.

**2. Sign in to Airtable**

Select `Connect Airtable`. Sign in and authorise access. Choose which bases and workspaces to grant. You can change this later in Airtable under **Integrations > Third-party integrations**.

**3. Check the connection**

You will return to Metaview. Airtable settings show `Airtable connected.` and a `Connected` status when setup is complete.

## Use Airtable in Sourcing

Open Sourcing and use the **Connectors** menu beside the message composer to select Airtable for your search. Name the base and table you want the agent to use.

For example:

```text theme={null}
Read the Senior Backend Engineer requirements in the Open Roles table of our Hiring Plan base. Ask me to confirm the criteria before sourcing.
```

## What the agent can do

The agent can read, create and update records in the bases you granted, within the connected account's permissions. An account with Read-only or Commenter access to a base can't change its records.

Standard Airtable API limits apply to the agent's requests.

## Share or disconnect

Your Airtable connection is personal by default. Workspace admins can share their own connection by selecting `Workspace` on its `Personal / Workspace` control in **Settings > Integrations > Manage Airtable**. Select `Disconnect` in the same place to stop further Airtable requests.

> [!WARNING]
>
> A shared connection lets workspace members read, create and update records through the connected Airtable account, even if they do not have their own access in Airtable. Share only a connection whose bases and permissions are appropriate for your workspace.

See [Connectors overview](https://support.metaview.ai/integrations/connectors-overview.md#access-and-workspace-sharing) for how sharing and disconnecting work.

## Troubleshooting

| Problem | What to do |
| - | - |
| Authorisation was cancelled or failed | Try connecting again. If your organisation restricts third-party integrations, ask your Airtable admin to allowlist the integration. |
| Airtable is connected but the agent cannot use it | Open the **Connectors** menu in your Sourcing search and check that Airtable is selected. |
| The agent cannot find a base, table or record | Check that the base was granted during authorisation, in Airtable under **Integrations > Third-party integrations**. Give the agent the exact base and table names. |
| The agent cannot create or update a record | Check that the connected account has more than Read-only or Commenter access to the base. |
| The connection shows `Reconnect` | The connection owner should open Airtable settings, select `Reconnect` and sign in again. If a shared connection is unavailable, ask its owner to reconnect it. |

If the issue persists, contact [Metaview support](mailto:support@metaview.ai).


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