airtable-automation

What the source does

• FilesystemNone observedNo reads or writes in the source
• NetworkNone observedNo outbound calls in the source
• ShellNone observedNo commands run in the source
• DependenciesPinnedNothing floats
• SecretsNone foundNo keys in source

Five audit layers

Gates applied: no behavioural pass.

Audit 0.4.1 · source sha 79d91524ef4c · 24 Oct 2026Report an issue or request a re-scan

• Publisherclaude-office-skills GitHub organizationOwner of the repository this skill is read from
• Source folderclaude-office-skills/skills/airtable-automationThe exact folder we audited
• LicenceMITAs the repository states it
• Commit pinned for this verdict79d91524ef4cA new audit runs when the source changes
• Repository statusNot archivedLast push 266 days ago
• Sandboxed runNot runSkills are read, not executed; layer L4 is skipped

Its description: Airtable database automation - views, automations, integrations, and workflow triggers

---
name: airtable-automation
description: "Airtable database automation - views, automations, integrations, and workflow triggers"
version: "1.0.0"
author: claude-office-skills
license: MIT

category: productivity
tags:
  - airtable
  - automation
  - database
  - workflow
  - n8n
department: Operations

models:
  recommended:
    - claude-sonnet-4

mcp:
  server: airtable-mcp
  tools:
    - airtable_create_record
    - airtable_update_record
    - airtable_query

capabilities:
  - database_automation
  - view_creation
  - integration_workflows
  - formula_design
  - reporting

languages:
  - en
  - zh

related_skills:
  - notion-automation
  - sheets-automation
  - crm-automation
---

# Airtable Automation

Automate Airtable bases with views, automations, integrations, and cross-platform workflows. Based on n8n's Airtable integration templates.

## Overview

This skill covers:
- Database design and views
- Built-in automations
- n8n integration workflows
- Formula and rollup design
- Reporting and dashboards

---

## Database Design

### Base Structure Template

```yaml
base: "Project Management"

tables:
  Projects:
    fields:
      - Name: single_line_text (primary)
      - Status: single_select [Planning, Active, On Hold, Complete]
      - Priority: single_select [P0, P1, P2, P3]
      - Owner: collaborator
      - Start Date: date
      - Due Date: date
      - Budget: currency
      - Tasks: link_to_records (Tasks)
      - Progress: rollup (Tasks.Status, COUNTIF(Done)/COUNT)
      - Days Remaining: formula (DATETIME_DIFF(Due Date, TODAY(), 'days'))
      
  Tasks:
    fields:
      - Task Name: single_line_text (primary)
      - Project: link_to_records (Projects)
      - Status: single_select [To Do, In Progress, Review, Done]
      - Assignee: collaborator
      - Due Date: date
      - Hours Estimated: number
      - Hours Actual: number
      - Attachments: attachment
      
  Team:
    fields:
      - Name: single_line_text (primary)
      - Email: email
      - Role: single_select [PM, Developer, Designer, QA]
      - Current Projects: link_to_records (Projects)
      - Capacity: number (hours/week)
      - Utilization: rollup (calculate from Tasks)
```

### Views Configuration

```yaml
views:
  Projects:
    - Grid: All Projects
        fields: [Name, Status, Owner, Due Date, Progress]
        sort: Due Date (ascending)
        
    - Kanban: By Status
        group_by: Status
        card_fields: [Name, Owner, Due Date]
        
    - Calendar: Timeline
        date_field: Due Date
        
    - Gallery: Project Cards
        cover: Attachments
        
  Tasks:
    - Grid: My Tasks
        filter: Assignee = {Current User}
        sort: Due Date
        
    - Kanban: Sprint Board
        group_by: Status
        
    - Calendar: Task Calendar
        date_field: Due Date
```

---

## Automations

### Built-in Airtable Automations

```yaml
automation_1:
  name: "New Task Notification"
  trigger:
    when: record_created
    table: Tasks
  actions:
    - send_slack:
        channel: "#project-updates"
        message: |
          📋 New task created!
          Task: {Task Name}
          Project: {Project}
          Assignee: {Assignee}
          Due: {Due Date}

automation_2:
  name: "Overdue Task Alert"
  trigger:
    when: record_matches_conditions
    table: Tasks
    conditions:
      - Status: not "Done"
      - Due Date: before today
  actions:
    - send_email:
        to: "{Assignee.email}"
        subject: "⚠️ Overdue Task: {Task Name}"
        body: "Your task '{Task Name}' was due on {Due Date}."
    - update_record:
        field: Status
        value: "Overdue"

automation_3:
  name: "Project Complete"
  trigger:
    when: record_updated
    table: Projects
    field: Progress
    condition: equals 100%
  actions:
    - update_record:
        field: Status
        value: "Complete"
    - send_slack:
        channel: "#wins"
        message: "🎉 Project '{Name}' completed!"
```

### n8n Integration Workflows

```yaml
workflow: "Form to Airtable to CRM"

trigger: typeform_submission

steps:
  1. create_airtable_record:
      base: "Leads"
      table: "Contacts"
      fields:
        Name: "{form.name}"
        Email: "{form.email}"
        Company: "{form.company}"
        Source: "Website Form"
        Created: "{timestamp}"
        
  2. enrich_data:
      clearbit: lookup_email
      update_record:
        Company Size: "{clearbit.company_size}"
        Industry: "{clearbit.industry}"
        
  3. sync_to_hubspot:
      create_contact:
        email: "{email}"
        properties: from_airtable
        
  4. notify_sales:
      slack:
        channel: "#new-leads"
        message: "New lead: {Name} from {Company}"
```

---

## Formula Reference

### Common Formulas

```yaml
formulas:
  days_until_due:
    formula: "DATETIME_DIFF({Due Date}, TODAY(), 'days')"
    output: number
    
  is_overdue:
    formula: "IF(AND({Status}!='Done', {Due Date}<TODAY()), 'Yes', 'No')"
    output: text
    
  full_name:
    formula: "CONCATENATE({First Name}, ' ', {Last Name})"
    output: text
    
  progress_bar:
    formula: |
      REPT('▓', ROUND({Progress}/10, 0)) & 
      REPT('░', 10-ROUND({Progress}/10, 0)) & 
      ' ' & ROUND({Progress}, 0) & '%'
    output: text (visual progress)
    
  status_emoji:
    formula: |
      SWITCH({Status},
        'To Do', '⬜',
        'In Progress', '🔵',
        'Review', '🟡',
        'Done', '✅',
        '❓'
      )
    output: text
    
  workdays_remaining:
    formula: "WORKDAY_DIFF(TODAY(), {Due Date})"
    output: number
    
  quarter:
    formula: |
      'Q' & CEILING(MONTH({Date})/3) & ' ' & YEAR({Date})
    output: text
```

### Rollup Examples

```yaml
rollups:
  task_count:
    linked_field: Tasks
    aggregation: COUNT(values)
    
  total_hours:
    linked_field: Tasks
    rollup_field: Hours Estimated
    aggregation: SUM(values)
    
  completion_rate:
    linked_field: Tasks
    rollup_field: Status
    aggregati

Excerpt, first 6,004 characters of SKILL.md, verbatim from the audited commit. It is text from someone else’s repository, quoted so you can judge it before your agent reads it.

git clone https://github.com/claude-office-skills/skills
git -C skills checkout 79d91524ef4c

Works in

1. 2026-10-24
   ✓SAFE B 89 / 100

   first audit · source 79d91524ef4c

Questions about airtable-automation

• github.com/claude-office-skills/skills/tree/main/airtable-automa — the audited source at commit 79d91524ef4c and every finding aboveObserved · 24 Oct 2026

Spotted something wrong? Report a correction · Methodology