We are a nonprofit that does contracted training, and I have set up a base to track the workflow from initial inquiry to completed training (with # of participants, etc.). Still struggling to get usage, but hopefully with some recent tweaks to interfaces, that will improve.
I’m adding some automations to speed up the process and get more consistency- i.e. having a proposal auto-generate from the data entered, and then when final to have it auto-generate a contract. I’m using Fillout.com to gather the official info (oftentimes the contracting entity and signer are different than the person we’re working with directly), and then plan to use Docsautomator.io to generate the contract.
My question is… from a “safety” standpoint, i.e. not losing essential data, do you see any difference between saving the contracts in a Google drive and using a URL field to store the link, or using an attachment field type and “inserting” the document?
I do have On2Air backups set up. We are a tiny organization so there are really only 2 people I have to convince, but they are reticent to have these ONLY or even PRIMARILY in Airtable. Currently they are developing a folder system and Excel spreadsheet, which to me negates the efficiency of Airtable.
What pro’s and con’s do you see of these two methods, and do you see a reason not to “trust” airtable with the attachments?
TIA
