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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:

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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

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.