5 Ways You Can Use Airtable in Your Business

Are you searching for an all-in-one data or task management system that does more than give you a checklist? With the type of work I do and the teams I collaborate with, my business needs a streamlined and adaptable system. This is why I recommend Airtable to every industry, business, and entrepreneur. 

Airtable is one of (if not) the best data management systems available! You get a ton of features and ideas for the price you pay. Airtable doesn’t stop at just data management. Did you know you can track your inventory, your tasks, plan your events, and analyze your campaign performance all in one platform? 

Whether you’ve been a long-time Airtable user or you’re exploring different Airtable features, I’m here to break down some of the amazing resources Airtable offers its users. Level up your business and check out how Airtable can streamline your workflow, organize your tasks, and help you succeed with these five Airtable features. 

1. Content Planning

If you want your business to be successful, you have to be active on social media. Behind every attention-grabbing social media strategy is a content schedule. Using Airtable’s layouts, you can stay organized and prepare content for every social media platform. 

You have to cover a lot of bases and information in a social media strategy. Not only do you have to come up with content ideas, but then you have to shoot/record, edit, and post them to every platform. Consistently creating quality content for Instagram, Reels, TikTok, and YouTube is no easy task! 

This is why it’s so important to have a schedule outlining the type of content you need to create and when you need it done for posting. Planning ahead helps with content batching and ensures you’re active on all your handles, which increases your account reach and helps you get in touch with potential clients. 

Content planning isn’t limited to social media posts. If your business involves copy, email marketing, lead magnets, or other consistent communication and messages, a content schedule is vital for retaining engagement and keeping you on track. When you have a ton of moving pieces content-wise, it’s super helpful to see your entire content plan in one view (or calendar) instead of spread out across multiple platforms or spreadsheet tabs. 

Airtable offers tons of resources and templates for structuring a posting schedule while seamlessly integrating with your task management. Airtable’s content scheduling in calendar view helps you assign tasks for creating posts, keep track of task progression, and monitor due dates and upcoming deadlines. You can plan your content months ahead, by quarter, or even for the rest of the year!

Airtable consolidates every aspect of content creation into one platform, so everyone on your team can stay on the same page. Instead of using 2-3 apps for one goal, Airtable’s app integration and automated actions ensure your content gets posted to the right place at the right time. Everything stays in one place, resulting in a streamlined social media content creation process. 

2. Task Management

Airtable is an excellent task management platform, both for individuals and teams. One thing I love about Airtable is how customizable it is. The interface designer is very intuitive and user-friendly (no coding required!) and helps you work in a way best suited to your organizational tastes and information needs. You can visualize your tasks and data in many different ways. Timeline, calendar, grid view, Kanban cards, Gantt charts… Take your pick! 

With Airtable, it’s easy to input your main tasks, applicable subtasks, information, and resources into one place. If you work in a team, this type of communication is hard to accomplish if you’re using several platforms. I love that you can color code tasks and assign different subtasks to specific people, times, or dates. You don’t even have to mess with the assignment; just set up an automation to do it for you! 

Airtable forms are a phenomenal tool for gathering feedback, requesting tasks, or integrating new information with your current workload. If you need a simple (or complex, depending on how many tasks you complete) task management system, Airtable is a great foundation for everyday organization and communication in your business. 

3. Inventory Tracking

If you sell physical products, you know keeping track of all your inventory logistics is crucial to keep your business operating. You might be tracking and updating all of this information in a spreadsheet, but this method might lack the syncing and centralizing functionalities that Airtable features. 

Airtable has an intuitive spreadsheet format that aggregates information about your inventory, like current product inventory, manufacturers, purchases, sales orders, and order confirmation. If you need help organizing these fields, Airtable offers tons of templates and resources to customize your inventory tracking for your business. Isn’t it helpful to have all this up-to-date information in one place?

You’ll find that Airtable’s syncing feature is super reliable in your inventory tracking and planning. When you’re working with so much data, getting accurate numbers quickly is non-negotiable. With other clunky spreadsheet platforms, you won’t get this convenience. Want to be the first to know if something is amiss? Automate alerts and notifications to keep your tasks and inventory organized. You can easily create automated tasks, like inventory reviews or reminders to pay invoices.

4. Event Planning

Anything involving event planning requires time, patience, and organization. Event planners are very familiar with the hectic nature of the business. Not only are you planning the day, but you’re also juggling with vendors, traveling to locations, and communicating with your team about changes to the plan. It’s easy to lose track of what’s been done and what needs to be accomplished. With Airtable’s event planning templates and customizable task management, you won’t have to worry about leaving any boxes unchecked. 

Use a table to plan your entire event to stay organized and on track with proceedings. Consider automating alerts and notifications reminding you to transition to the next activity during the event. Airtable consolidates all the need-to-know information into one spreadsheet, like RSVPs, vendor contact information, and resources for presenters and guests. You can also keep track of your budget and event expenses. The summarized information view provides everything you need to know and report to finance about the event. 

Airtable also supports calendar apps and virtual meeting platform integrations, so everyone on your team can know the where and what of your upcoming event. Event planners’ time is limited, and less time spent on creating a spreadsheet is more time allocated towards planning. Check every box and ensure your upcoming event is a success!

5. Campaign or Product Launch

Let’s be honest. Campaigns and product launches are exhausting. With all the data and information coming in and constantly changing as promotion goes on, it’s overwhelming to get the latest information you need to make decisions. Luckily, you won’t be hopping between tabs with Airtable’s campaign and product launch resources. You can plan, revise, prepare, and execute all in one place!

Seamlessly organize your announcements and compile information detailing all your marketing activities, like social media posts, ads, email marketing, affiliates, blogs, live streams, and other content created and published to get the word out. Airtable’s task management system makes it easy to understand task progression and priorities concerning due dates, helping you crush your campaign goals. 

It’s absolutely vital everyone on your team is on the same page during campaigns and launches. Easily upload and export data from Airtable with app integrations supporting numerous marketing and other platforms. With this essential data, you can track your metric-based goals, KPIs, and other objectives to measure the effectiveness of your campaign. 

Using Airtable for your campaigns and launches consolidates all your vital information into one platform. With Airtable’s syncing feature, you won’t have to worry about constantly updating information or checking if the numbers you’re working with are correct. Not only can you plan, track, prioritize, and understand the state of your launch, but you’ll also improve your workflow, information stream, and campaign success. 

If you’ve been using a few different platforms (yea Miss.Google Sheets I’m talking about you!) to get one job done, it’s time to ditch the confusion and switch to Airtable as your data management system! Airtable’s features are functional and versatile for every business and industry. If you’re planning or tracking anything, Airtable has a ton of resources to make sure you’re in control during every step of the process. 

That being said, Airtable can be tricky to learn! I’m here to clear up that confusion and make Airtable your best friend for organization! I can answer questions ranging from “How to create a form in Airtable?” to “How can I embed Airtable in a website?” Just know I’m more than happy to help.

If you want to see how Airtable can support your business and make your life easier, book a strategy session today! Already know Airtable is ideal for your business? Let’s collaborate on the perfect AirTable strategy to reach your goals!

About Solutions Integrators

To keep it simple, I’m Ashley Tindall, your Chief Systems Officer. I take your complex problems and find ways to simplify them. My goal isn’t just to save you time (saving you time is the easy part!) – I want to fully level up the way you interact, manage, and fulfill offers for your clients. I want to help you provide a cohesive experience. An experience that not only feels like quality but looks that way too. I want to transform each phase of interaction from lead to signed client. Let’s work together!