Genipy and Airtable

Reps log trade-show leads in a simple form that writes to your event base, with the follow-up owner set on each lead. Channel managers see their partners, deal registrations and next steps in one screen, and reps search the sales collateral catalog. Managers approve event budget requests and check off onboarding steps.

Airtable interfaces cover many needs. A Genipy tool helps when you want rules specific to your sales process, or one screen built for one job, such as logging leads at a booth, without the rest of the base around it. You also choose exactly who can open it.

Yes. A tool reads records from your Airtable bases and creates or updates them, for example a new lead or an approval decision. It can also keep its own data in its own database, alongside the records it reads from the base.

Yes. Airtable stays your base of record, and the tool reads and updates it there. A published tool reaches Airtable only through Genipy, which allows only Airtable’s operations.

Your workspace admin connects the Airtable account a single time on Genipy’s Integrations page. Genipy confirms the access with Airtable before saving, and the admin then picks the tools allowed to use the connection, for example both the booth lead tool and the partner screen. Genipy gives your AI the setup link.

A tool opens only for the people you invite by email, and nobody else, because every tool starts private. Viewers can browse the records, while creating a lead or recording an approval takes an Editor or an Owner, and the server checks that role on every request. The Airtable access token is stored encrypted and never reaches the people using the tool.

Yes, when you name them in your request. Airtable fields have types, such as dates, lists of choices and attachments, and records can link to records in other tables. Describe to your AI which fields and linked tables belong on the screen. Every version passes automatic checks before your team can open it.