AITable
AITable in ZBrain Flow is a cloud-based, collaborative platform that combines a spreadsheet's features with a database’s functionalities, enabling users to create, update, and retrieve records within datasheets. It offers seamless data handling with operations such as record creation, modification, and lookup, along with custom API calls for advanced integrations.
To integrate AITable with ZBrain Flow, follow these detailed steps:
Click the '+' button in the Flow and search for AITable in the ZBrain Flow.
Select the specific task from the list you want to include in the Flow. You can perform the below-listed tasks on AITable:
Create Record: Add a new entry to a datasheet.
Update Record: Updates an existing record in a datasheet.
Find Record: Find records in the datasheet.
Custom API Call: Make a custom API call to a specific endpoint.
Create Record
Add a new entry to a datasheet.
How to Configure Create Record to ZBrain Flow?
Step 1: To connect to AITable, you must first obtain an AITable token, which is the token of the AITable account. Follow the below-mentioned steps to get the toke:
Log in to your AITable account.
Click on your profile picture (Bottom left).
Click on "My Settings".
Click on "Developer".
Click on "Generate new token".
Copy the token.
Step 2: Once you get the token, set up the connection.
Click on Create a new connection in the Connection field.
Provide a connection name in the Connection Name field.
Provide the token details in the Token field.
In the Instance Url field, provide the URL of the AITable instance.
Save the connection.
Step 3: Select the Space value from the drop-down, the workspace or environment where your datasheets are organized and stored. It’s essentially a container for your data assets, helping you manage and control access to different datasheets within the platform.
Step 4: Select the data sheet where you want to create the record from the Datasheet drop-down.
Configure Optional Settings
Continue on Failure: Toggle this on if you want the flow to proceed even if creating a record fails.
Retry on Failure: Automatically retries the step if an error occurs within a set limit.
Update Record
Updates an existing record in a datasheet.
How to Configure Update Record to ZBrain Flow?
Step 1: To connect to AITable, you must first obtain an AITable token, which is the token of the AITable account. Follow the below-mentioned steps to get the toke:
Log in to your AITable account.
Click on your profile picture (Bottom left).
Click on "My Settings".
Click on "Developer".
Click on "Generate new token".
Copy the token.
Step 2: Once you get the token, set up the connection.
Click on Create a new connection in the Connection field.
Provide a connection name in the Connection Name field.
Provide the token details in the Token field.
In the Instance Url field, provide the URL of the AITable instance.
Save the connection.
Step 3: Select the Space value from the drop-down, the workspace or environment where your datasheets are organized and stored. It’s essentially a container for your data assets, helping you manage and control access to different datasheets within the platform.
Step 4: Select the data sheet where you want to update the record from the Datasheet drop-down.
Step 5: Provide the Record ID of the record you want to update. You can find the record ID by clicking on the record and then clicking on the share button. The ID will be in the URL.
Find Record
Find records in the datasheet.
How to Configure Find Record to ZBrain Flow?
Step 1: To connect to AITable, you must first obtain an AITable token, which is the token of the AITable account. Follow the below-mentioned steps to get the toke:
Log in to your AITable account.
Click on your profile picture (Bottom left).
Click on "My Settings".
Click on "Developer".
Click on "Generate new token".
Copy the token.
Step 2: Once you get the token, set up the connection.
Click on Create a new connection in the Connection field.
Provide a connection name in the Connection Name field.
Provide the token details in the Token field.
In the Instance Url field, provide the URL of the AITable instance.
Save the connection.
Step 3: Select the Space value from the drop-down, the workspace or environment where your datasheets are organized and stored. It’s essentially a container for your data assets, helping you manage and control access to different datasheets within the platform.
Step 4: Select the data sheet where you want to create the record from the Datasheet drop-down.
Step 5: Provide the Record IDs of the record you want to find by clicking on the Add Item. You can find the record ID by clicking on the record and then clicking on the share button. The ID will be in the URL.
Step 6: Provide the Field Name that refers to the specific column(s) or attribute(s) in the datasheet you want to retrieve or filter.
Step 7: Provide the Max Records number that specifies the total number of records to return, acting as an upper limit on the result set.
Step 8: Provide the Page Size, which determines how many records are displayed per page (e.g., 1000 records per page), allowing you to paginate large result sets effectively.
Step 9: Provide a Page Number that tells which “page” of results to retrieve when your query returns multiple data pages. For example:
Page 1: Retrieves the first set of records (based on your defined “Max Records” or “Page Size”).
Page 2: Retrieves the next batch of records, and so on.
Step 9: Include Filter, if any, which is a condition or set of conditions used to refine your search results. It allows you to return only those records matching specific criteria (for example, “status = active”), making it easier to locate and manage the most relevant entries.
Custom API Call
Make a custom API call to a specific endpoint.
How to Configure Custom API Call to ZBrain Flow?
Step 1: To connect to AITable, you must first obtain an AITable token, which is the token of the AITable account. Follow the below-mentioned steps to get the toke:
Log in to your AITable account.
Click on your profile picture (Bottom left).
Click on "My Settings".
Click on "Developer".
Click on "Generate new token".
Copy the token.
Step 2: Once you get the token, set up the connection.
Click on Create a new connection in the Connection field.
Provide a connection name in the Connection Name field.
Provide the token details in the Token field.
In the Instance Url field, provide the URL of the AITable instance.
Save the connection.
Step 3: Select the method from the Method drop-down.
Step 4: Provide the Headers. These are key-value pairs sent along with the API request to convey additional information (e.g., authentication tokens, content type). Headers help the server process your request correctly. Authorization headers are injected automatically from your connection.
Step 5: Provide the Query Parameters object. These are appended to the URL and are typically used to filter or modify the request. For example, adding ?status=active might limit results to only active records.
Step 6: Include the main data payload (in formats such as JSON or form data) in the Body when making a request to create, update, or process the server's information.
Step 7: Timeout (in seconds) is an optional field that specifies how long the system should wait for the API call to respond before it’s considered a failure. If the request takes longer than this duration, the step will time out, and an error (or a fallback path, if configured) may occur.
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