Allow customers to view/print invoices or let employees to generate proposals from Airtable Start Add your HTML content in a field and this extension will provide you with a formula that generates a public URL for every record in your table. Airtable is bringing the database out of the realm of power users and into the mainstream, creating a new type of flexible but sophisticated productivity tool that anyone can use. When simple todo lists don’t cut it and spreadsheets get ugly, Airtable gives end users the ability to create (and share) their own workflows for everything from.The Think Blog
Airtable is a tool that enables one to filter, sort, organize, and transform content and information. It’s similar to a spreadsheet, but with the added powers of a database—and much better UX. Data in an Airtable base can be organized relationally, allowing for unlimited views and uses.
As designers, content strategists, and thinkers with our minds wrapped up in complex UX projects daily, our team has fully embraced Airtable and found several handy uses for it in our project workflow. Here are a few Airtable tips we’ve picked up while incorporating this powerful app into our work, including some tricks I’ve learned while collaborating with my teammates.
1. Take advantage of Airtable’s view options
While many tools give you a few or only one view option, Airtable allows for (what seems like) unlimited ways to view your information. For example, the more traditional grid view might be great when sifting through client data, but the card view is great for outward-facing projects when sharing information or assigning tasks to key stakeholders.
Airtable Calendar View
One of my favorite Airtable tips is to find ways to use a Kanban board. With easily-moveable cards, you can create digestible data on the surface with the ability to click on cards to dive into the finer details. There are a ton of uses for a Kanban board: you can assign tasks to collaborators, sort items by priority, and generally make any kind of data organized, flexible, and good looking for internal and external use. Here’s how to set up a basic Kanban board.
Do more with Airtable Zapier allows you to instantly connect Airtable with 3,000+ apps to automate your work and find productivity super powers. Connect to 3,000+ Apps Choose an app to connect with Airtable. Zapier is a third-party service that connects Airtable to many other apps and services. This article is specifically designed to teach you how to design Multi-Step Zaps for the purpose of creating an integration which will automate the updating of Airtable records. Airtable and zapier. In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Airtable and Email by Zapier. Get started with workflows like: Get email notifications for new Airtable base records. Or check out the rest of our guided workflows. Save time with Zapier. Zapier is a third-party service that connects Airtable to many other apps and services. This article is specifically designed to teach you how to create a Zap which will automatically send you an email notification every time that a new record is created in an Airtable base. Using Zapier to integrate Airtable with other apps and services Zapier is a third-party service that connects Airtable to many other apps and services, including Slack, Twitter, Gmail, MailChimp, Github.
2. Create public and internal surveys to gauge success
The survey function in Airtable is a great way to gauge satisfaction, garner feedback, and collect important contact information from a variety of users—then share the data with others as needed.
Our team recently used Airtable to create a survey to better understand the friction in design-to-developer handoffs now that we’re working in a completely remote environment. It’s easy to set up, and the form allows you to drag and drop fields—customizing for single-line text, multiple choice, rating, and much more.
We’ve also been using the survey feature to gather feedback on our webinars. We can send the public-facing survey to attendees—who receive a simple form to fill out—and our team can view the submitted feedback form from all webinars in the entire series over time… in one, giant view.
3. Build UX templates to help your team work with uniformity and efficiency
Opening up Airtable for the first time was a little overwhelming for me since it looks suspiciously like Excel or Google Sheets, but the capabilities are much more dynamic. Having templates in place helped me start to navigate the platform. Setting up a template can also provide a great resource for teams, and it’s something that Thinkers are doing across practice areas to share knowledge and increase efficiency.
Here are some examples of templates we have available on our team:
Internal Data Collection
In a recent team meeting, our content strategists shared the Airtable template they were working on for user interview data collection. It was interesting to see them work through the template live, as they’re no stranger to Airtable and have been using it for content audits for years.
Design Systems Organization
Our design team set up a base to audit and organize each asset of a design system. Through rich visual options (unlike those of Google sheets), Airtable is the perfect platform for organizing illustrations, buttons, logos, and much more. We can also implement linked record fields and assign tags to quickly move through the board.
Team Deliverables Libraries
Our team also created a deliverables library template, which acts as a resource for anyone looking for examples to reference when starting a new project. Team members can submit deliverables through a form available to the whole company (the same external-facing form mentioned above), which then inputs that deliverable into the appropriate location and format—creating a seamless submission process.
While the flexibility of Airtable is great, creating one source of truth can help save time in future projects and keep your team on track.
4. Embrace Airtable’s flexibility, and don’t be afraid to change course
On the other hand, if the data collection isn’t flowing the way you’d like it to, try something new. Our tools are constantly evolving, and so should we. If you’re stuck in a template that doesn’t make sense for a project, don’t limit yourself.
For example, our team was recently discussing where to place instructions within a client-facing Airtable. One option is to add descriptions to tables and views, but for some this is just not enough information to clarify the task at hand.
When we found our client a little lost, a team member suggested we implement a Kanban card view as the first tab within the table so what when clients opened the base, they had clear instructions for how to use the tool. Setting up an onboarding atmosphere by creatively adapting a Kanban view helped clear up confusion quickly.
5. Lean on the Airtable community when you’re stuck
One huge positive about using Airtable is the community and wealth of information. If I ever find myself stuck, I know I can go to their Airtable community and come up with a solution. You can use your industry peers and teammates as a resource, too. We have a few Airtable superfans on our team who are always willing to help with the ins and outs if we find ourselves stuck, and their guidance saves us a lot of time and frustration.
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There are many uses for Airtable—whether you’re looking to synthesize user interviews, create content, manage and audit your design system, and many more for different aspects of your professional and personal life. After using Airtable for almost a year now, I’m still discovering new capabilities. There’s something exciting about that!
“The real computer revolution hasn’t happened yet.”
Those were the opening words of a presentation I used in 2012 to explain the idea that would become Airtable. We didn’t even have a name and computers were pretty much everywhere by then, so I’m lucky I wasn’t laughed out of the room.
But I still believe it. No matter how much technology has shaped our lives, the skills it takes to build software are still only available to a tiny fraction of people. When most of us face a problem that software can answer, we have to work around someone else’s idea of what the solution is. Imagine if more people had the tools to be software builders, not just software users.
To us, that’s the real computer revolution. And it’s why Airtable is entering its next chapter: a new platform where anyone – even without technical training – can create customized applications that perfectly fit their needs, build more interconnected teams and organizations, and benefit from a growing community of people who share what they create.
Teams at more than 200,000 organizations already use Airtable as the database powering everything from major film productions to the world’s biggest retail product launches. Now, with a platform that grows and extends based on customers’ unique needs, they’ll take part in what analysts expect to be the birth of 500 million new customized applications by 2023.
We’re thrilled to introduce the first of many features we’re developing. We look forward to your feedback, and we can’t wait to see what you build using Airtable.
Build or integrate the apps you want (even if you’re not a developer)
Previously, teams could customize Airtable using Blocks (pre-built functionality like maps and Gantt charts). Today, we’re expanding them to be much more powerful.
With Airtable Apps, you can now create applications with the precise functionality and design you want. For example, Frontline Foods, which supplies meals to frontline health workers, built a custom app in Airtable that matches hospitals and other facilities with nearby local restaurants. The app helps allocate resources where they are most needed, helping Frontline cut down on driving time, save money, and deliver fresher food to those supporting their communities.
You can also share what you create in our new Marketplace, where other teams can benefit from the building blocks developed by Airtable’s passionate and growing community. Marketplace launches today with apps for everything from translating text inside of Airtable, to annotating images, to managing a team’s workload, and we’ll add new apps built by our community in the future.
Automate work to keep your organization running smoothly
We’re also introducing tools so teams can build logic in Airtable and automate their work. Whether it’s a complex workflow involving multiple interrelated steps, or just a simple set of tasks, you can use Airtable Automations to extend your database even further.
Airtable Public View Of My House
Create a more interconnected organization
Even as the nature of work changes, organizational silos still get in the way. Data is often stranded on individual islands, each with a specific owner. To be more agile, teams need a single source of truth that they can share and build on top of – where everyone, including those outside the organization, can incorporate the same data into their individual workflows.
We’re introducing Airtable Sync so you can build a collaborative network around your organization’s data. With Sync, teams have better visibility into the information they need to do their jobs. You can adapt to changes in real time, incorporate feedback faster, and reduce mistakes that happen when data is copied in multiple places, creating a more agile workplace. And you control exactly what is shared or hidden so you can improve collaboration while keeping sensitive data out of the wrong hands.
For example, A+E Networks uses Sync to connect their television programming and marketing teams so everyone – from public relations managers to line producers to graphic designers – can easily access production schedules and promotional materials as part of their daily work. Only authorized people can edit release dates or other sensitive information, but everyone can use it, so A+E keeps its source of truth accurate and up to date without sacrificing collaboration.
Public View Ptp
Our new features will be available worldwide starting today, and we’ve got more to come soon. You can learn more at an upcoming live training, or visit our support center for a deep dive. We're excited to see what you create!