This is a paid bot, and its usage counts toward your plan's credit limit. For more on credit usage, see Credits.
The Export custom values to Airtable bot writes fixed or dynamic values from your altaFlow workflow into columns of an Airtable base once a document is completed. Use it to log project data, close-of-cycle metadata, or any static value tied to a completed document — no manual copy-paste required.
Example: Automate project management by pushing custom project data (client tier, deal type, priority) into an Airtable base whenever the contract completes, so your PMO always has fresh records.
How to set up the bot
When the bot runs by default: the Export custom values to Airtable bot activates once the documents are completed by the recipients on the step where the bot is installed.
Add the bot as described in Bots in the workflow diagram. You can install it between steps or from the All bots tab.
Find Export custom values to Airtable in the list of bots and click Install bot.
Connection settings
To connect the bot to your Airtable account, click Connect in the Connection settings section.
In the pop-up window, grant access to your Airtable workspace and its bases.
Once done, you'll see a successful connection via Airtable Auth.
Action settings
Select the Airtable base, table, and view:
Connect the custom values you want to export to the table column.
Match the custom values with a table column. Exports only work when a document's field or recipient data matches a column value.
Conditions
Set conditions to control when the export fires so you only push meaningful records to Airtable. Common scenarios:
Deal-value threshold — export only when contract value exceeds a set amount, so your PMO base doesn't fill up with small deals.
Region routing — trigger the export only when the Region field equals a specific value (e.g., US or EMEA), so each region's Airtable base stays clean.
Product line filter — export only for a specific SKU or product tier, keeping unrelated documents out of a product-specific base.
Signature-required only — fire the export after signatures are collected, not on partially completed documents.
For the full list of operators, see Bot execution conditions.
Advanced settings
Fine-tune how the export runs:
Run once vs. on every change — push at completion only, or refresh the Airtable row every time a field changes for real-time sync.
Failure handling — retry on Airtable API rate limits (recommended when you have high-volume workflows) or skip and continue the revision.
Airtable-based tagging — tag exported documents with the Airtable record ID so you can later trace which altaFlow document created each row.
Learn more about Advanced settings in the bot setup glossary.