The level of organization within your business can significantly determine the success or failure of it. Millions of businesses spend huge sums of money trying to add organization to their business. Airtable is a tool that contributes towards such a goal using spreadsheets and databases. It is scientifically proven that a lack of organization can lead to low motivation, which affects productivity and eventually that can bring down a business.
Well, Airtable can rescue an organization from such a fate.
With features such as project management templates and form creation, a business can set up automated workflows with ease. Let’s delve into this Airtable review.
It is no surprise that an organization or individual considering a new approach to organizing processes within the business would ask what can Airtable do? Put simply, it is an internet-based data management tool that uses databases to organize different kinds of data.
Unlike other databases that will instantly give a user headache because of the amount of coding required, Airtable is a low code tool so you do not have to know SQL or any related code to be able to use it. This is designed for the ordinary Joe to use with ease.
Airtable is a favorite among developers but that doesn’t mean it is as complex as the other tools developers are known to use. You can learn how to use Airtable simply by seeing what other organizations are using it for. Tesla, for example, uses it to keep track of vehicle inventory within the factory. You might choose to use it to keep client records in an orderly fashion or manage orders from clients.
The possibilities are endless!
If you’re familiar with spreadsheets and databases, then you would have no trouble using Airtable’s online spreadsheet. Since it is cloud-based, getting started is a simple process. You just sign up for an account like you would for an email address or a social media account. Then, you can choose to have a paid or free account depending on what you will use it for. If you’re an individual, you may be satisfied with the free account features while a business may benefit more from the paid features.
You may be worried that you do not know the first thing about spreadsheets or databases, but Airtable got you covered as they have several templates that you can use.
Once you have a new account, you can choose from the dashboard whether to use templates, design your own from scratch, or import. Importing a spreadsheet is an option you might prefer if you already have your data in an excel sheet and you would like to transfer it to Airtable.
Airtable Integrations is another way to get the best out of this tool. Integrations allow the user to connect different apps to the database so that you can seamlessly transfer data between apps. For a business looking to improve efficiency, this is a great feature to employ. You can achieve automation in your inventory system by integrating certain apps like Google Sheets, Slack, and Hub (our document automation software) with Airtable. You are able to swiftly put your data to work through integration.
Learn more about Hub integration with Airtable here.
There are several Airtable plans to choose from. All plans allow users to create unrestricted workspaces but the number of bases, fields, views, and tables are limited based on the plan chosen. The three plans are:
Free Plan: For an individual using Airtable for tasks like organizing a music library because your night job is playing music at parties, this is a suitable plan. It allows a maximum of 1,200 records, that can be divided into 2 bases with 600 records each. Also, each base is allotted 2GB space for attachments. Some of the restrictions on this plan include no app addition, no customization of forms, or color-coding records and calendar features are also restricted.
Plus Plan: This is a plan with flexible Airtable pricing you can pay $12 a month if you are billed monthly or $10 a month if you are billed annually. With this, there is a maximum limit of 5,000 records, 5GB attachment space, 2 bases with 2500 records each. Every record can be reviewed using the revision history feature that stores records for 6 months. It is disappointing though that this plan doesn’t allow adding apps, customizing forms, or color-coding records. Generally, you are paying for more storage and records.
Pro Plan: For $24 monthly billing or $20 annual billing, you can enjoy all the features Airtable has to offer. 50,000 records, 20GB base, 1-year revision history, app addition, trigger-action automation, color-coding, checkbox styles, and so many more enterprise features. This is a plan every business should consider. An individual might find it overkill.
Airtable has a free plan which you can use to get used to the online database. This is a restrictive plan and if you want to get more access to other features, you will need to pay for a Pro Plan.
If you have been using a spreadsheet to store and view data, you should try Airtable API to experience a simpler way to view your data. Once you create a base within your Airtable account, you can proceed to enjoy the benefits of a no-code API. Developers will appreciate its features and the ease with which they can integrate and automate different functions including documentation.
Airtable has templates for any situation. To get things done faster, simply go to templates and choose what you would prefer to use. Also, for people who are new to using databases instead of Spreadsheets, it is best to get started with Airtable templates so that you get used to the structure of bases. Templates are easy to understand and a lot of the work is done for the user. There are several templates to choose from you may have never thought of using a database to manage a project like planning travel activities or arranging lists of applicants or even managing animals on a farm. You will find templates for those and more.
We can assert that any project manager would be impressed by Airtable project management features. For example, users can choose between different task lists as well as make use of its task management views. You can also make use of the shared calendar which allows team editing of tasks and every team member can see edits made to the calendar. Other features include:
Keeping track of contacts is important for every business. Airtable CRM feature provides a template that can help you keep detailed contact lists of your clients, and anyone you need to keep in contact with. You can integrate this with other apps so that information like phone number, address, and location can be captured automatically. It doesn’t stop there, you can add notes about a contact just like you would in any other CRM. This is a decent alternative to some of those expensive CRMs that are on the market.
Collecting data is the first step in managing it. Airtable forms give you the ability to do that. The forms are easy to create and use to collect varied types of data sets. Whether you are using a desktop, Android mobile device, or IOS, you can create forms in a few minutes and make them available for people to provide the information you need.
Since Airtable software is designed for use online without the need to download and install anything, it is easy to use it on any device without having to worry about compatibility. The developer also takes care of updates and security which makes using it stress-free.
One of the common questions businesses ask is whether the app they are using can integrate with Zapier. If you are trying to integrate different apps with Airtable, then you will be happy to know Airtable Zapier integration is possible, so if you want to share your data using Dropbox or to collaborate with teams on Slack, it is a simple process and it can be automated.
Airtable is a flexible online database software that gives users the freedom to perform several tasks not just within its environment, but also integrate with other apps so that there is continuity. For example, you can link it to your document automation software using Zapier so that the data collected using forms can be used to create a report automatically and sent to the email addresses of stakeholders. It is understandable why it is among the best database software out there.
And, there are multiple use cases you can take advantage of with our Airtable + Hub integration.
In the end, it is not often that you hear words like fun, flair, and interesting being used to describe a database tool.
There are a few suggestions on how to improve it, for example increasing user permissions and making the task date functions less clunky.
If you’ve just discovered us, we’re excited. Try Windward Hub for free and take it for a spin. Start automating documents in just a few clicks starting today.