Personal Access Token Base ID Connect

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First time? Setup instructions

1

Create your Airtable base

Go to airtable.com → + Add a base → Start from scratch. Name it Preston Works Hub.

2

Set up Outreach table

Rename "Table 1" to Outreach, rename "Name" to Organization. Add (all Single line text except noted):

Week · Type · Contact · Title · Email · Phone
Verified — Checkbox · Date Sent · Status · Follow-up · Notes — Long text

3

Set up Expenses table

Add table Expenses, rename "Name" to Vendor. Add: Date · Category · Amount (Number) · Description (Long text) · Notes (Long text) · Has Receipt (Checkbox)

4

Optional: Client Portal tables

Clients: Name · Email · Phone · Service · Status · Start Date · Notes (Long text)

Projects: Client Email · Title · Status · Description (Long text) · Milestones (Long text) · Start Date · Due Date · Files (Long text)

Invoices: Client Email · Invoice Number · Description (Long text) · Amount (Number) · Due Date · Paid (Checkbox) · Date Paid · Notes (Long text)

Messages: Client Email · From Email · From Name · Message (Long text) · Timestamp · Is Read (Checkbox)

Mileage: Date · From · To · Purpose (Long text) · Miles (Number) · Rate (Number) · Notes (Long text)

5

Get your Personal Access Token

Go to airtable.com/create/tokens → Create token. Scopes: data.records:read + data.records:write. Choose your base. Copy the token (shown once).

6

Get your Base ID

Open your Airtable base. In the URL: airtable.com/appXXXXXXXXXX/... — copy the part starting with app.