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Overview

Connect your Airtable instance with Wokelo to trigger AI-powered research directly from your base. Automatically generate company and industry research reports based on custom conditions, and receive real-time status updates and report URLs back into Airtable via webhooks. Prerequisites: Wokelo API access and an Airtable Team or Enterprise plan (required for custom scripting).

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Key Features

  • Trigger company and industry research based on custom conditions (e.g., when a deal stage changes to “In Progress”)
  • Auto-update report status in your base as reports are generated
  • Populate report URLs directly into Airtable without leaving the page

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Set Up Your Airtable Base

Create a new Workspace and Base in Airtable. We recommend including the following columns in your table:
ColumnTypeNotes
WebsiteURLCompany’s website
Product CategorySingle selecte.g., “Electric Cars” — used to define industry for research
Company Research StatusSingle selectValues: Initiated, Completed
Company Research Report IDNumber
Company Research URLURL
Industry Research StatusSingle selectValues: Initiated, Completed
Industry Research Report IDNumber
Industry Research URLURL

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Configure Automation Triggers

Both Company Research and Industry Research follow the same automation pattern. 2a. Create the trigger Go to the Automations tab, click Add Trigger, and select When Record Updated. Choose the relevant Table, View, and field to track (e.g., Deal Status). 2b. Add conditional logic Click Add Advanced Logic or Action and select Conditional Logic. Example condition: trigger when Deal Status changes to “New” and the Report ID field is empty (to prevent duplicate reports). 2c. Set status to “Initiated” Add an Update Record action and set the relevant Research Status field to “Initiated”. 2d. Run the script Add a Run a Script action. In the script window, add the following input variables:
  • For Company Research: industry (mapped to the Product Category column) and website (mapped to the Website column)
  • For Industry Research: industry (mapped to the Product Category column)
Then paste the relevant script below, replacing the placeholder credentials with your actuals from the credentials management page. Company Research Script 
const formdata = JSON.stringify({
  "username": "YOUR_USERNAME",
  "password": "YOUR_PASSWORD",
  "grant_type": "password",
  "client_id": "YOUR_CLIENT_ID",
  "client_secret": "YOUR_CLIENT_SECRET"
});

const myHeaders1 = new Headers();
myHeaders1.append("Content-Type", "application/json");

let auth_result = await fetch("<https://api.wokelo.ai/auth/token/>", {
  method: "POST", body: formdata, headers: myHeaders1
});
auth_result = await auth_result.json();

const myHeaders = new Headers();
myHeaders.append("Content-Type", "application/json");
myHeaders.append("Authorization", `Bearer ${auth_result.access_token}`);

let inputConfig = input.config();
const raw = JSON.stringify({ "industry": inputConfig.industry, "website": inputConfig.website });

const report_id = await fetch("<https://api.wokelo.ai/api/company_primer/v3/start/>", {
  method: "POST", headers: myHeaders, body: raw
}).then(r => r.json()).catch(console.error);

output.set('wkl_report_id', report_id.report_id);
Industry Research Script — same as above but use this endpoint and only the industry input: 
<https://api.wokelo.ai/api/industry_primer/v3/start/>
2e. Save the Report ID Add an Update Record action after the script. Map the Report ID field (e.g., “Report ID Company Research”) dynamically to the wkl_report_id output from the script step.

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Configure Webhooks (for Status and URL Updates)

Webhooks allow Wokelo to push report completion updates back into Airtable automatically. 3a. Create a new automation Click Create Automation and name it (e.g., “Update URL and Status”). Add a trigger and select When a webhook is received. Copy the webhook URL from the right panel and share it with your Wokelo account manager — they will configure it within 24 business hours. You can continue setup in the meantime. 3b. Filter by report type Add a Conditional Logic block. Set the condition: body > report_type contains “Company” or “Industry” (one condition per automation, depending on which report type you’re handling). 3c. Find the matching record Add a Find Records action. Set the condition to match the relevant Report ID column (e.g., “Report ID Company Research”) against body > report_id from the webhook payload (set to Dynamic via the gear icon). 3d. Update status and URL Add an Update Record action. Map the Record ID from the Find Records step, then:
  • Set the Research Status field to “Completed”
  • Set the Report URL field to https://app.wokelo.ai/notebook/ followed by body > report_id (dynamic)
Enable both automations to ensure the full workflow runs end to end.

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Best Practices

  • Set the Product Category / Industry field as Single Select type — required for research to function correctly. If left blank, Wokelo will auto-assign an industry.
  • Always add an empty Report ID condition to prevent duplicate reports from being triggered.
  • Share your webhook URL with your Wokelo account manager as early as possible to avoid delays.