Guided setup

Airtable for your AI receptionist, connected for you.

Let callers check an order, job or account status from an Airtable base, with a texted code before anything personal is read out.

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● Small teams and nonprofits that run their records in Airtable ● API key ● Spreadsheets and databases

Guided setup, included.

Our team connects it with you, usually within 1-2 business days. Choose Connect, answer three quick questions, and a setup specialist schedules a short session with your Airtable admin, connects it and tests it on your account before callers rely on it. Anything Formagrid, Inc. (Airtable) needs first, such as a plan level or partner approval, is listed under Good to know.

Recognising returning callers turns on with the AI receptionist. We connect Airtable now; until that is switched on for your line, the receptionist takes a message instead.

What it will do on a call

A returning customer calls. The receptionist finds their row in Airtable by phone number. Before reading out anything personal, such as a balance, it texts a code to the number on file and checks it.

What you can do with it

A client calls to ask where their job stands and hears the status field from your base.
A member checks a balance after confirming a code texted to the number on file.
A returning caller is greeted by first name.

Use cases

Account and balance lookup

Industries

Any business Home services Professional services Nonprofits and shelters

What the AI receptionist will do on calls

Will find the caller's record by the number they call from, or by an account number they give.
Will text a one-time code to the number on file, and read out balances or other personal fields only after the caller enters it.
Will read only the fields you choose, word for word, and transfer the call or take a message for anything else.

How setup works

Guided setup: our team connects it with you and tests it on your account before callers rely on it. Our team connects it with you, usually within 1-2 business days. It's part of our free assisted setup, on every package.

Choose Connect. A short guided-setup form opens, and our team takes it from there.
In Airtable, create a personal access token with the data.records:read scope for just this base, then paste it into the secure key form on the Connectors page in the app.
Tell us the table, the phone number field and which fields callers may hear.
We call in with a test record, check what is read out, and confirm on your ticket.

What it costs

Works with the AI receptionist, an add-on to any plan once it launches.

Good to know

Guided setup: our team connects it with you and tests it on your account before callers rely on it.
The texted code needs the Texting add-on and carrier registration (usually 1 to 2 weeks).
Read-only: callers can't change anything in your base. Payments and changes go to your team.
Airtable limits how many requests a base answers each second; one lookup per call stays well inside it.
Not for patient or medical records.

Questions

How does Airtable setup work?

Guided setup: our team connects it with you and tests it on your account before callers rely on it. Choose Connect, answer three short questions, and a setup specialist arranges a short session with your Airtable admin. Setup is free on every package, as part of our free assisted setup.

Does Airtable cost extra?

Works with the AI receptionist, an add-on to any plan once it launches. Setup is free.

Who uses Airtable with TimberSwitch?

Small teams and nonprofits that run their records in Airtable. Industries: Any business, Home services, Professional services, Nonprofits and shelters.

What if the system I use isn't listed?

Tell us what you use and we'll set it up with you. The request form on the integrations page opens a ticket with our team, and we reply within one business day.

Can callers change my base?

No. The token can only read records.

What if a phone number appears twice?

The receptionist asks for an account or order number to pick the right record, and never reads out one it isn't sure about.

Related integrations

Connect

Full setup steps, permissions and troubleshooting are on the support page. Using something else? Tell us what you use.

Formagrid, Inc. (Airtable) is a trademark of its owner; TimberSwitch is not affiliated. Facts about Formagrid, Inc. (Airtable)'s product last checked October 5, 2026.