Airtable

Analyze project tracking, inventory, and custom workflows from Airtable


Connect Airtable to Scoop to analyze your custom databases, project trackers, inventory systems, and workflows. Capture Airtable data for snapshot analysis, blend with other sources, run sophisticated calculations, and even write results back to Airtable.

What You Can Analyze

Use CaseAnalysis Types
Project TrackingTask completion rates, timeline adherence, team workload
CRM/PipelineDeal progression, conversion rates, sales velocity
InventoryStock levels, turnover, reorder patterns
Content CalendarPublishing velocity, content performance
Event ManagementRegistration tracking, attendance patterns
Custom WorkflowsAny process you've built in Airtable

Why Connect Airtable to Scoop

CapabilityBenefit
Snapshot AnalysisTrack how records change over time
Cross-base BlendingCombine data from multiple Airtable bases
External BlendingJoin Airtable with CRM, finance, or other systems
Advanced CalculationsSpreadsheet formulas beyond Airtable's capabilities
WritebackPush calculated values back to Airtable
Process AnalysisVisualize workflow stages and conversion rates

Connecting to Airtable

Step 1: Start Dataset Creation

On the datasets page, select Applications as a source:

Step 2: Select Airtable

Choose Airtable from the application list:

Step 3: Choose Dataset Type

Select whether your data should be snapshotted or treated as transactional:

TypeUse WhenExample
SnapshotRecords change over timeProjects, deals, inventory
TransactionalRecords are events that don't changeActivity logs, form submissions

Step 4: Authorize Access

Click the link to open Airtable authorization. Select the bases you want Scoop to access:

Click Grant Access to authorize Scoop.

Step 5: Select Base

Return to Scoop and select the base for this dataset:

Step 6: Select Table and Fields

Choose the table and specific fields to include:

Tips for field selection:

  • Include the Record ID for unique identification
  • Add all status/stage fields for process analysis
  • Include date fields for time-based analysis
  • Select linked record fields if you need relationships

Step 7: Create Dataset

Name your dataset and click Create Data Source.

Recommended Data Patterns

For Project Tracking

FieldPurpose
Record IDUnique identifier
StatusCurrent stage (Not Started, In Progress, Complete)
AssigneeWho's responsible
Due DateTimeline tracking
Created DateAge analysis
PriorityUrgency distribution

For Sales Pipeline

FieldPurpose
Deal IDUnique identifier
StagePipeline position
AmountDeal value
OwnerSales rep
Expected CloseForecasting
CompanyAccount linkage

For Inventory

FieldPurpose
Item IDUnique identifier
QuantityStock level
LocationWarehouse/shelf
Reorder PointThreshold
Last UpdatedFreshness

Snapshot Analysis

Configure as Snapshot dataset to track record changes over time.

What Snapshotting Enables

AnalysisDescription
Stage progressionHow records move through statuses
Velocity metricsTime spent in each stage
Conversion rates% that reach each milestone
Aging analysisRecords stuck too long
Trend analysisVolume and patterns over time

See Snapshot Datasets for details.

Blending Airtable with Other Data

Airtable + CRM

Goal: Enrich project data with customer context

Airtable DataCRM DataCombined Insight
Project recordsAccount detailsProjects by customer segment
DeliverablesContract valueResource allocation vs. revenue
Timeline dataRenewal datesProject impact on retention

Airtable + Finance

Goal: Connect operational data to financial outcomes

  • Project costs vs. budgets
  • Resource utilization rates
  • Revenue per project type

Multiple Airtable Bases

Goal: Combine data across separate bases

  • Link content calendar to campaign performance
  • Connect inventory to sales data
  • Join HR base with project assignments

Writing Data Back to Airtable

Scoop can push calculated values back to Airtable:

  1. Create calculated columns in Scoop
  2. Configure writeback to Airtable
  3. Map Scoop columns to Airtable fields
  4. Data updates automatically on each sync

Use cases:

  • Health scores calculated from multiple data sources
  • Aggregated metrics from other systems
  • Derived categories and classifications

See CRM Writeback for setup details.

Best Practices

Base Design

  • Use consistent field naming
  • Include unique identifiers
  • Add created/modified timestamps
  • Use single-select for status fields

Sync Frequency

Data TypeRecommended
Active projectsDaily
Inventory levelsDaily
Historical/archiveWeekly

Field Selection

  • Include all fields needed for analysis
  • Add linked record fields for relationships
  • Exclude attachment fields (not supported)

Troubleshooting

Authorization Issues

  • Ensure you've granted access to the specific base
  • Check that your Airtable account has permission
  • Try re-authorizing if connection fails

Missing Records

  • Verify table view doesn't have filters
  • Check field permissions
  • Confirm base hasn't been moved/renamed

Data Not Updating

  • Check sync schedule
  • Verify Airtable API isn't rate-limited
  • Confirm base is still accessible

Related Topics