What is Airtable

Airtable is a cloud-based tool that allows you to create records which are like rows in spreadsheets. It's like Google Docs for your data. You can use it as an online database or simply as a way to manage any type of data in your company.

Airtable is a source of truth for any business and it's the best way to organize your data. If you want to access your information from anywhere in the world, then you need something that works across all platforms. That's where Airtable comes into play. It allows you to create custom forms with fields that sync between multiple apps or even web browsers. You can also share these forms with anyone who has permission to view them.

How does this work with my business?

You can easily integrate Airtable into any website using our API. Once integrated, It gives your entire team the ability to have a single source of data that syncs with other apps like Google Sheets or Excel so your data can be shared between multiple users.

You can also share your work publicly via their website which makes collaboration easy and providing a single source of truth for your team.

What can I manage with Airtable?

Airtable lets you build anything from simple contact lists to complex event calendars. Here are some ideas on what you could put together in Airtable:

• Contact Lists - Create a list of people and keep track of important details about each person/company. This includes things such as phone numbers, email addresses, websites, social media profiles, notes, etc.
• Event Calendars – Keep track of events by creating different calendar entries for every day of the year. Add links to photos, videos, documents, maps, locations, etc.
• Forms – Use Airtable to collect customer feedback, sign up customers, send out newsletters, ask questions, etc.
• Quizzes – Ask random questions to gather insights from your audience. Then analyze the results later.
• Surveys – Send out survey requests to your clients, employees, friends, family members, etc.
• Spreadsheets – Track inventory, sales figures, budgets, expenses, etc. Tasks & To-Do List – Manage tasks, projects, appointments, meetings, etc.
• Time Management – Set reminders, time tracking, deadlines for all of your team
• Workflows – Automate repetitive processes within your company. For example, if someone sends you an invoice, automatically add it to your bank account. Or when someone submits a form, have another employee review it before sending it back.
• Product management - product managers collate feedback for their product team to review 

Why do I need an Airtable template

Airtable templates allow you to get up and running faster and quicker than building the Airtable Base yourself. The great thing is you can customize the template to make it work the way you and your entire team want to.

Airtable Agency have a growing Template gallery that you can check out here - these are well designed templates that enable you to create the single source of truth for your business. 

By creating a good data structure for your records Airtable templates allow you to build your business for scale. 

‍Do more, with less, with Ace.

Find out about our workflow design process. BOOK A CALLWith our workflow consultants

Frequently Asked Questions

Does Airtable Have Templates?

Airtable offers various templates, so you can start using Airtable quickly and easily. There is a template for everyone, from personal use to those designed for businesses. 

Plus, Airtable templates are flexible and customizable, so you can make them work the way you want. And, if you need more than what's offered in the official Airtable templates, you can always use one of the many unofficial Airtable templates available online. 

So, whatever your needs, there is sure to be an Airtable template that will help you get the job done.

Can You Use Airtable for Personal Use?

Airtable is more than just a business tool. It's an all-inclusive family organizer that will keep track of your fitness goals, hobbies, and plans with ease! Airtable offers the best Airtable templates for task management with their Everyday Life Templates.

With features like tracking goals, assigning tasks to family members, and keeping calendar events in one place, you can use Airtable to streamline your life and make things easier for everyone in the family.

How Do I Use an Airtable Template?

Airtable's user interface is designed to be intuitive and easy to use. To get started with a template, click the Add a base button in the workspace of your choice. It will open a new blank base where you will see a sidebar on the right side of the page.

The Browse templates section allows you to search for and select a template to use for the base. Once you've found a template that looks like a good fit, click on it and then click Use this template. That's all there is to it!

Within just a few clicks, you can have a brand new base ready to be customized to your needs.

What Do Companies Use Airtable For?

Airtable is a cloud-based software application that offers users a flexible way to create, manage, and share data. The Airtable platform has a wide range of applications for businesses of all sizes.

Airtable's content creation features make it an ideal tool for managing the content creation process. From brainstorming content marketing ideas to scheduling posts, Airtable can help content creators keep track of all the moving parts of the content creation process.

Airtable's social media calendar is another popular use case for businesses. The social media calendar allows businesses to plan and schedule their social media content in advance. It helps businesses to ensure that their content is aligned with their marketing goals and that their social media accounts are updated regularly.

Thousands of companies use Airtable to run their business processes daily. These are just a few examples of how businesses can use Airtable to work more efficiently and effectively.

Why Is Airtable So Popular?

The difference between Airtable and other spreadsheet software is that it's not just about spreadsheets but also cloud storage with an easy-to-use interface. It makes for better collaboration on projects because you can have everyone working from the same page without having to constantly email or message back-and-forth while they're trying to get things done.

Airtable is a platform that makes building powerful, custom applications easy.

Users can view and manipulate many different kinds of data. Airtable allows users to work with several data types within a single grid-based layout. It gives users the power to connect and work with all their data in one place and create simple applications.

From using a bug tracker template to creating relational databases to building a simple CRM application, the Airtable examples are endless. With its flexible interface and powerful features, Airtable is the go-to platform for custom applications.

Is Airtable a Spreadsheet or Database?

If you're looking to transition from simple spreadsheets, Airtable is the perfect database-it looks like a spreadsheet! It's great for those who want something easy and intuitive.

Airtable is multiple projects in one, so it's perfect for those who need to track team workflow and data and automate their processes. Airtable is also versatile and easy to use, so it's ideal for those new to databases. So whether you're looking for a more powerful way to manage your data or just starting with databases, Airtable is a great option.

Is Airtable a Project Management Tool?

Airtable is a cloud-based software that allows businesses and organizations to manage an ever-growing volume of information. It helps business operations by providing a system that you can easily customize to fit the business's needs and workflows.

By consolidating all the data into one cloud-based software, it becomes much easier to keep track of everything going on. In addition, Airtable makes it easy to see how different factors affect the business. It allows business leaders to make more informed decisions about their business operations.

External factors, such as the economy or changes in the market, can also be easily monitored with Airtable. It allows businesses to adjust their strategies accordingly to stay competitive. Overall, Airtable is an extremely versatile and powerful project management tool that businesses of all sizes can use.

Can You Use Airtable as CRM?

Airtable is a web app best known for its flexible database organization capabilities. While it's not a CRM, it does have similar data organization capabilities, giving it the ability to be used as a CRM. The platform's flexibility allows you to build a CRM that fits any business. The key is understanding your sales process, using the right features, and creating a tool that fits completely with your business.

One of the best things about using Airtable as a CRM is that you can completely customize it to fit your needs. The best Airtable examples online show how people have built CRMs for their business. Whether you need a simple way to keep track of your contacts or a complex system for managing your sales pipeline, you can find an example that shows you how to build it in Airtable.

How Do I Use Airtable as Sales CRM?

Airtable is a powerful sales CRM that can help you keep track of your sales pipeline and close more deals. Here's how to get started:

1. Head over to the Airtable website to sign up for the platform.
2. Once you're signed up, start collecting all the information you need for your sales process. It includes contact information, notes from calls and meetings, and details about each deal.
3. In Airtable, you can create a contact list by importing your data or manually adding contacts one at a time. If importing data, map the fields, so Airtable knows how to organize your information.
4. Once your contact list is created, you can set up views to help you track your sales pipeline. For example, you might create a view for deals that are "in progress" and another for " closed " deals.

Airtable is a flexible platform you can customize to fit your needs. By following these steps, you'll be well on your way to using Airtable as your sales CRM.