Airtable

Automation

Turn discovery notes into an Airtable contract

Create a draft contract and line items from opportunity notes, using catalogue services or free-form entries, then review everything in Airtable.

After each discovery call, you re-enter the prospect's request to prepare a contract and its line items.

Required tools

Airtable

Nadir BOUSSETTA

Published on

LinkedIn

Conceptual illustration: discovery notes become a draft Airtable contract.

Receive the automation

Get the guide and prompt to install this workflow in Airtable.

CONTENT

What the resource contains

What the resource contains

A HyperOps PDF guide to install the workflow and run your first test.

One complete installation prompt with the Airtable model, automations, interface and an optional synthetic demo for a new base.

Overview

Discover the result

AI turns discovery notes into structured data, then Airtable creates the draft contract and its line items: a look at the automation setup.

Airtable configuration: active catalogue lookup, structured AI generation, draft contract creation and creation of each line item.
Installation tutorial

How to use this resource?

Prerequisites

  • Airtable, with permission to edit the schema, interfaces and automations, plus AI access and available credits.

  • An assistant connected to Airtable MCP: connection guide.

  • A test base with synthetic discovery notes; a simple services catalogue is optional.

1

Prepare your base

Extract the ZIP you receive and open the PDF guide. Attach or paste all of prompt-installation.txt into your assistant connected to Airtable.

Choose an existing or new base, identify an optional catalogue and review the proposed mapping. In a new base, you can add the synthetic demo.

Reuse compatible structures and preserve your history.

2

Connect the button

The assistant prepares the model, interface and draft automations. Follow the guide to connect Generate draft contract, check editing permissions and currency formats, and review the test interface.

Test the steps in Airtable. After review, publish the interface and activate B, then A with a catalogue, or A alone without one.

The button starts preparation when you request it from an opportunity detail.

3

Review the draft contract

Open an opportunity with discovery notes and click the button once. Open the linked contract and wait for Line items ready - review required before editing its lines.

Check scope, services, quantities, prices and open questions. A budget is not a selling price. Also check that clicking again creates no new contract.

The result stays a draft for review; no commercial document is generated.

Created by

Nadir BOUSSETTA

Airtable & Attio expert · Founder of HyperOps

I help businesses structure their CRM and operational tools with Airtable, Attio and AI. Simple, automated systems that teams actually use.

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Need a tailored solution?

This resource meets a specific need. To structure a system tailored to your processes, your tools, and your teams, let's discuss your requirements.

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