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Creating a tool

1

Click New Tool

From the dashboard, click New Tool in the sidebar or toolbar.
2

Choose a tool type

Select the type of processor tool you want to create from the tool catalog (CSV Exporter, Image Manipulator, etc.).
3

Name your tool

Give it a descriptive name, for example “Export leads to CSV” or “Rename invoice attachments”.
4

Open the tool editor

Click Create. The tool editor opens with the configuration panel on the left and a run/status panel on the right.

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Tool editor layout

The tool editor has three sections:
SectionPurpose
Section navigation (left)Jump between configuration sections (Source, Settings, Filters, Execution)
Configuration area (center)The settings for the current section
Run / Stats panel (right)Trigger a run, monitor progress, and see execution history

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Source table selection

Every tool starts with a Source table, the Airtable table the tool reads records from. Select the base and table in the first configuration section. After selecting a table, the rest of the configuration unlocks with field pickers that let you map the tool’s inputs and outputs to your table’s specific fields.

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Tool-specific settings

Each tool type has its own settings. See the individual tool documentation pages for the full settings reference for each tool type.

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Common settings across all tools

SettingDescription
Source tableThe Airtable table to read records from
Source viewOptional. Limit processing to records in a specific Airtable view.
Filter recordsOptional. Additional filter conditions to limit which records are processed.
On errorWhat to do when a record fails: Stop, Continue, or Skip record
Records are fetched in pages of 100 and updates are written in batches of 10 records per Airtable API request. These values are fixed and not configurable.

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Auto-save

Tool settings are saved automatically as you make changes. There is no separate “Save” button. Your configuration persists even if you close and reopen the editor.

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Common questions

Yes. You can create as many tools as you need, all reading from the same table.
Not currently. Create a new tool of the same type and configure it manually.
No. The tool type is set at creation. Create a new tool if you need a different type.