Set up Orloi ​

Follow these six setup steps to start observing one Airtable base. After activation, make one external verification change and confirm it in Activity.

Before you start ​

Have these ready:

  • An Airtable account that can access the base you want to observe.
  • A Postgres database that Orloi can use as its destination.
  • A safe, reversible field change to make after activation.

Orloi starts observing new, in-scope Airtable activity after activation. It does not change Airtable.

1. Connect Airtable ​

Select Connect Airtable and complete the Airtable authorization flow.

2. Select the base ​

Select Select Base, choose the base you want to observe, and confirm it.

3. Connect Postgres ​

Select Connect Postgres, provide the Postgres destination details, and let Orloi test and save the connection. Orloi uses this destination for the history it captures.

Create or select a Postgres database dedicated to Orloi. This keeps Orloi's stored history, access, backups, and lifecycle decisions separate from other applications. You do not need a separate provider account or infrastructure project; the database can be part of your existing provider setup. Reusing an existing database may work, but it is not the recommended default.

If the connection test reports a problem, use Postgres connection help.

Provide and test the Postgres destination before continuing.

4. Choose tables and fields ​

Select Configure Scope, then choose whether to include all tables or only selected tables. When selecting specific tables, choose the fields to include and save.

Choose the tables and fields Orloi will observe after activation.

Your selection defines what Orloi captures after activation. Activity outside the selected tables and fields is not retained; see the capture boundaries in Architecture and stored data for deletion, payload, and source details.

5. Configure reports (optional) ​

Reports are off until you enable them. Skip this step if you only want to start with Activity and metrics calculated without AI; Orloi will not send captured activity to an AI provider. Otherwise, select AI report instructions, enable the daily or weekly cadence you want, choose a provider, and save the settings.

6. Activate ​

When the required steps are complete, select Activate and review the summary. It states the saved report cadence and provider, or confirms that captured activity will not be sent to an AI provider.

Review the selected base, destination, and AI-report behavior before activation.

Verification change ​

After the six setup steps, make one small, reversible change to an included field in the selected Airtable base. Then open Activity and look for that change.

Use Activity to confirm that the test change arrived.

Capture is asynchronous, so a source change can arrive before it appears in Activity or another dashboard surface. Capture starts at activation and does not reconstruct earlier history.

If the test change does not appear, confirm that the connected base is active and the table and field are in scope, then check the saved Postgres connection status. For the technical freshness stages and recovery boundaries, see Data lineage and freshness.

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