Airtable Templates

I love to automate tasks and make my life easier and my work more efficient. In any type of business, there's always room for keeping up with data and potentially automating some of the things you do with it. So for example, if somebody calls and asks a question, you may have a CRM system or even a phone log where you indicate who it was when they called and who they had to talk to and what the result was. Well, instead of using an old fashioned spreadsheet or a manual log, why not make that information work for you and allow you to manipulate it and analyze it to make your business better. Airtable is a tool that can help you do that. It is a combination of a spreadsheet and a database on steroids, but it's super easy to learn and easy to use. You can make it very complex at the end of the day with a lot of automations, but you can start small to begin with. So it's a great product. I recommend you check it out. Airtable can do a lot of things with different formats as well. You can offer reports, you can offer automated emails out to people when certain things need to happen. You can track ordering and inventory and people. It has a great templates function of free templates that you can use. You can use them as is or you can customize them to your own liking. But you can check this out on their templates page. A ton of different things. Every business could utilize some of the tools that are here. I utilize this digital video production system to monitor how I track what videos to record, when and if they're published or not yet. I also use it for my CRM to track prospects in their cycle. When we have conversations, I indicate pieces of information about them, where they're at, what type of business. They have great information here so utilize these tools. Super easy to get started. They also have a section that will lead you down each pathway of business. So solutions for marketing, product teams, operations, hr, sales, finance, all of this information is included and it's all free for your use. Also there's a lot of case studies and sample information here that are really helpful in getting you started. Especially sometimes I will look at data and think like how should I organize that? And there's a lot of brain power that goes into organizing it so that you can utilize it later. This gives you a head start and really gives you some ideas that you may not have even thought of. They also have some marketing and sales information here that's really helpful too. You can even create printed pages with data like a pricing catalog or a worksheet on each item in a database. Or you can create web pages with the information in a gallery view. This is actually an example of their gallery view that you can use to set up. So if you imagine a product listing here with the picture of each product and some details underneath it, you can click into it for further detail or to order it, or find out the pricing. The ability to customize this is endless, so please check it out. I'll include links to these pages in the show notes below and I'll also include a referral link if you wouldn't mind. When you sign up for Airtable, use my referral link. I'll get a few bucks to reduce my monthly fee. And when you learn how great it is, you can pass along your referral link to your friends and colleagues too. I'm Donna Bordeaux from Calculated Moves. Please follow us on Facebook, Instagram and LinkedIn. Make sure you check out our blog and our website from the link below. Subscribe to our YouTube channel and hit the bell to be notified when we post. To contact me, email me@donnaalculatedmoves.com SA.