Overview

Airtable + Agently creates a dynamic, spreadsheet-meets-database hub for managing customer conversations, tracking operations, and running internal reporting. This integration is perfect for teams that need structured visibility across sales, support, and operations — without sacrificing the flexibility of a no-code environment.

How it works

Agently can:

• Sync customer conversations or message summaries into Airtable

• Create new records whenever certain workflow rules are triggered

• Update fields automatically (status, priority, sentiment, agent handling, tags, etc.)

• Trigger Airtable Automations (emails, Slack alerts, scripts, approvals)

• Feed structured Agently data into Airtable Interfaces for dashboards or team views

Teams often use this integration to build:

• Support dashboards

• Sales lead pipelines

• Ops logs and case tracking

• Internal QA or compliance records

• Content / dataset repos for AI training

Airtable acts as the single source of truth, while Agently keeps it updated in real time.