VoiceFlow and Airtable Tutorial - Full integration in minutes

in this video I'm going to go over how we actually Connect Air table and voice flow to be able to not only pull data but also input data within any air table database if you're not unfamiliar with air table it's simply think of it as a more powerful or userfriendly Google Sheets is the way we view it and it syncs really well with voice flow so that's what we're going to use as an example but this would also work for Google Sheets Excel those sorts of things I actually had this comment from somebody named face out so if you're watching this one's for you now the first thing going to want to do is actually set up our voice low assistant now if you don't already have a voice low account just go ahead and set one up then you're going to want to create a new assistant which should look something like this there's going to be a bunch of nodes for you know just getting getting everything set up but you can go ahead and just remove those once you have your voice FL assistant I would go into air table create a new air table database for this specific example what we're going to try to do is we're first going to try to input new name in this database right which have buch of names and a bunch of statuses and then afterwards we're going to see if I can pull down or if I can pull the status of each person's name for example so if I'm a customer and my name is John and I want to check what is the set of my project then I can just go ahead put my name into air table and it should give me the status of it now once you have your air table set up the probably the most important thing where I think a lot of people get confused it's how you actually allow voice load to integrate with a table so we're going to start with that all you're going have to do is just basically generate an API key so to do so click on help on the top right and then scroll all the way down you're going to see a button that says API documentation click on that and you should get a sort of screen that looks like this go ahead and scroll all the way to authentication and here is going to tell you you need to create a new authentication key click on this little button right here and that's going to give you all of your authentication keys and click on the top right it's going to tell you create a new personal access token so for this example I'm going to call it air table integration and this is a very important part within the Scopes we just give it everything just to make sure that there aren't any issues down the road then the last thing you want to do is give it access to it base click on create token and just like that you are going to have an API token key make sure to save this in a in a safe space as this is basically the keys your house or a table any anybody who has access to this will be able to pull that up or push data to your air table database and this key will be deleted after this recording I'll go ahead and copy that save it in a notepad somewhere and you should be good to go with just that now the easiest way to get started is to just ask the user what their name is and that if that name exists within our aable database it should pull it back and then give us the status of said name or said project to do so let's start with a text card just greeting a user and if you're familiar with voice Lo there shouldn't be any too surprising after that we're then going to say a capture card right underneath it and this is to basically just capture whatever the user says we can leave it to last utterance as a variable here's where a table comes in after we're capturing the user's name we're going to want to do is go to Dev on the left hand side and then select the API card what this is going to do this is going to be a get request but where are we getting this request from from the air table database right so going back into the air table document for going want to do is as you scroll down you'll see something that says retrieve record and the a table makes it super simple to where it'll actually show you what you should put into voice flow to be able to retrieve the record that you want for example now I'm just going to go all the way to table 21 because this is going to retrieve everything in that tube so if I show you right here the get record is going to be sorry the get request is to this URL the headers that we need and as you can see it's h sendings record headers put authorization right here and then right under it is going to say or right beside it is going to say bear and then my API token for my case it's going to be the API token that we created earlier which looks like this now if I go and just press on send request right here this should theoretically retrieve all of this just like that you can see every single record here is being retrieved but we don't want every single record we only want the record that matches whatever last utterance is equal how do we do that now as you're probably aware I am not a developer right but thankfully now we have the technology of Ted gbt so whenever I have a an issue where I want to pull in some specific data from Air table all I do is I go trat GBC I told them hey look this is the time this is the data that I'm trying to get I just paste in all this information from Air table and then I go back and forth a little bit and eventually I'll end up with something that look this so if you remember initially our table ended right here but then I told look we're using the formula called filter by formula which basically allows us to only pull in specific fields that match specific criteria so for this example I told her hey look I only want to bringing back the field name that has the word of my last utterance so for example if I go using this I put a send request if I put in John then it'll it'll return the field or the record that I want if I put in another one was Mary let's say I assume pull in Mirror Mirror in progress now what if I put in nothing or put in Smith this should become M fantastic now we can pull in whatever data we from specifically for that customer okay great let's say we actually want to display the status of a user's project all we would have to do is capture a response and how we're going to do that is we're going to use the words response which is whatever comes back from the air table API sort of P request or get request we're then going to go through the records since there's only one is going to be zero right here which whenever you're going through records it starts at zero which is one then we're going to go into fields and then if you remember if you remember whenever we get the records back it basically has multiple layers so you have under underneath records you have Fields underneath Fields you have status so that's what we're actually going to go implant into that and we're going to save that to a variable called project status and just for demonstration purposes we're just sending that back out to see what the result was so let's start here where's your name if I put in John this should Now respond with to- do fantastic and that is how you're able to actually pull data back around air table now let's say for example I want to add a note to this project what I could do is I would go on The Talk card and I would just tell the user what would you like or would you like to add in I could then use a button card to give the users the options I could have yes here it's always important whenever I'm using yes or no as buttons put in 10 because some people will put yeah some sure sure some people will put okay but if you do not attach these intents voice will not make the difference between yes and yeah you you have that says yes if somebody says yeah it won't count as a yes unless you have the intent of yes another Bon that says no this is not if somebody says no I can just make an end somebody says yes then what I could do is I could ask the user what would they like it to say I could then use a listen card to capture the entire response and then the last part of that is I'm going to use an API call once again similar to the get request that we had earlier but this time we're actually be pushing data towards air table to update something now to add not to your project this is actually done in two different steps the first one is in order to add no Sony project we're going to need the record ID of the air table record to do so if we go back into the G record whenever we first inputed John one thing that we want to return is the status but another thing that we're going to want that we're going to need now is the actual ID so if you Goot to send a request and I do generate you'll notice that the ID this is what we're looking for so in order to capture that right underneath records we have something called ID so I go in here on that First Response do records similar as last time cor toen brackets zero. ID and then let's assume I'm going to create a new variable called project ID now what if I want to display this just for testing purposes go here press that open this to project I fantastic now we have our project ID as well you can go ahead and delete this connect this back to here now that we have our product that deals well if we want to display the stus of a specific project all we have to do is once we have the project ID as retrieved from the get request we would ask the user to then add in a note after that we can ask them what would you like the note to say now here's where things are always a little bit tricky but once you have the note that the user wants to add as well as the actual project status and project ID what we're going to use is a API step and this one is going to be a patch patch just means that we're going to find a specific record and we're going to update a specific field within that record going look very similar to our get request right where we have the entire table so it stops right here and then we that pass request what we're telling it is that within the records find the record has an ID of project ID now this is taken directly from this this is why we actually retrieved product IP once we're there we then want to update a couple of the fields and this one's going to be the no field what are we updating with last utterance now there's a little bit of trial and ER I just use C gbt whenever I get stuck usually helps me out pretty quickly but once you have all of this set up after that everything has gone right this should say your product has been updated so let's say for example and if I go here I say I want to update my name is Mary and I want to update my project with start all the way back here is going to ask me what is your name now I wa Mary this should give me in progress as the project status fantastic now say would you like to add a node sure what I no to say I wanted to say looking forward now assuming everything has gone right if I go back in my air table database you can see that the note has been updated to looking forward to it and that is a simple way of just being able to push data and pull data from IR table and you could use this for a bunch of different cases a big one would be obviously customer records but you could also add a login function to only show to protect whose data you can show or whose information you can show but I hope that was useful byon I hope that answers your question as far as how do you actually integrate with air table there's plenty of different options but I think if you're just getting started this is a really really good way to get familiar with the entire process and that ladies and gentlemen is it for me for today thank you very much for watching if there's anything that I missed or anything you want me to go over I've got plenty of different videos about air table and voice flow otherwise you can watch my latest video by clicking somewhere on screen thank you

Channel: Taha E.H - ALLMYTE

Views: 2,255

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Id: eSHaOiBI8JA

Length: 11min 41sec (701 seconds)

Published: Wed Nov 08 2023