Builders Board

We need a case management system for filing and processing eviction lawsuits. Need a customer portal for new and current clients, form or link for intake questions, ability for customer to submit the info, and upload documents, ability for staff to use a form attached to the table record to put in more info, ability to communicate status with client in portal, send status emails to client, mailmerging of info by staff to create basic court documents, bills. Current legal case management systems have way more than we want or need and operate using “matters” rather than a database. We like to bulk prepare/merge documents on certain dates for multiple eviction cases. Currently all is done using a legacy database with manual staff inputting of data we receive from a Jotform type submission on our site where clients must put in contact info each time. We have no connection from our Jotform type webform to our database and no portal for new clients to register or current ones to log in.

Hi all - Airtable has officially launched a beta of the new consultant directory, where you will have the ability to get matched with a consultant or reach out to one yourself directly. We are thrilled about the potential of this program and its ability to help anyone accelerate their time to value with Airtable by making it easier to find the right solution for your specific needs. You can check it out here. The first cohort of consultants was selected based on an application and review process by the Airtable team. Consultants were invited to apply based on engagement data and community activity. Although applications are currently closed, those interested in getting added to the directory in the future can sign-up here to be notified when we’re accepting new applications for the next cohort. Huge thank you to those of you who helped to bring this to life - we hope this is a great resource for the community moving forward.

These are static tables I find myself using frequently when building bases for clients, so I keep a copy of them on their own in my account so I can easily copy-paste them into bases when needed. I’m creating this wiki to share them in case other people might want to use them, or contribute their own reusable pre-mades. To make use of these, open the base through the links below, then use the “Copy base” button (top right corner) to add a copy of it to your own workspace. Then, you can copy (⌘/ctrl + a → ⌘/ctrl + c) and paste the table desired into other bases as needed. US & CA States/Districts/Territories Includes Country, Capital City, and Postal Abbreviation. Airtable US/CA States/Districts/Territories - Airtable Explore the "US/CA States/Districts/Territories" base on Airtable. Airtable Keyboard Shortcuts The same list you can access from the “Help” menu, but will be hit by global searches from the Search Block if includ

Hi, I am looking to hire an airtable consultant to help me set up a (little complicated) insurance CRM. Who can help?

Here’s what I want to do. Export our entire CRM database (a subset of the data) to Airtable In Airtable, I want to monitor the DB for specific birthdays (e.g. 30th, 55th) When a DB member is within 30 days of one of those (or other) specified birthdays, using Zapier, I want to create an activity in our CRM. (I already have built and tested a Zap that will do this, but it may need some fine tuning.)

Hey Everyone, We at Softr.io have prepared a simple how-to article about creating a job board on Airtable. As we see more and more niche job boards popping up, we wanted to share this with a wider audience so that more people without tech skills can build projects like this. The article covers the following steps: How to create a job board from a template; Setting up a form to receive job posting submissions from users; Restricting submissions to logged in users only. Check it out here. Would love to hear your feedback and ideas! Cheers, Narek

Airtable has just released my latest app: My One Record. I wrote this app because I wanted a quick way to access linked records in a grid view without the distractions of other unrelated records. I have been personally using this app in my own bases every day ever since I wrote it, and it is such a mental timesaver when you need to jump between parent and child records. Here are some links: watch a video demo install the app from the marketplace purchase a premium license. To setup this app, your base needs … a collaborators field (that allows adding multiple collaborators) in the parent table a button field in the parent table to call the app a lookup field of that collaborators field in the child table a filtered view in the child table based on the lookup The video demo has more details on how to setup and use the app. Note that you can test out the app before purchasing a premium license. A premium license simply removes the delay before changing the active view. Some notes:

I wasn’t entirely surprised today to learn about the carnage over on the “Make” Facebook group, soon to be the former Integromat group. When Cleonis acquired Integromat I predicted there may be turbulence in its future. I tried to tell you. This is what big companies that get bigger through acquisition do best. There are some really angry customers because they apparently rototilled the framework, adjusted the terms and pricing, modified some long-understood concepts, and gave it a new name that even a Google PhD couldn’t find using the most advanced search queries imaginable. Try to search for this new flagship product - it’s laughable. I definitely want to have coffee with the marketing MBA who spent perhaps $250,000 renaming and rebranding this product. “Make”? Seriously!?! Was “Do” taken? Did “Go” not make the shortlist? And what were these people doing when this brilliant plan was hatched? It backfired. But cheer up; it’s likely to get worse.

Thought I’d show off a project that I use very often in my life as an Airtable administrator. GitHub GitHub - nafeger/airtable_collaborators: A way to track collaborators in an... A way to track collaborators in an airtable enterprise account - GitHub - nafeger/airtable_collaborators: A way to track collaborators in an airtable enterprise account This tool will allow you to manage a Base that can be synced with all the collaborators within your organization. I often found it difficult to determine who had access to which bases, and who was assigned to workspace vs individual permissions. So, here’s a fun tool. It currently requires access to the enterprise api, so keep that in mind if you want to use it. Any questions feel free to ask here or hit me up on the twitter: @nafeger

Hey everyone, Sharing an article I wrote on how we mange our entire community on Airtable and how it powers our community site. I’ve tried to keep the article short and sweet, hope you enjoy reading it as much as I enjoyed writing it! :grinning_face_with_smiling_eyes:

Have you ever wanted to display the information you have stored in an Airtable field on a form? Maybe you want to display an image from your base on your form? Your Airtable base :point_down: Your Form :point_down: Or maybe you want the form user to choose a specific record from your Airtable base in the form? Then, once they choose the record, you show them information from 4 - 5 fields in that record? You can do all this with the On2Air Forms app for Airtable. On2Air | Accomplish Anything with Airtable – 3 Jun 20 On2Air: Forms | On2Air On2Air: Forms allows you to create and configure advanced forms using your Airtable data completely integrated with the powerful features of third-party form builders. Enhance your Airtable forms with more options, such as prefilled data, custom... Here’s an example using an Airtable base that contains Companies who are in the Pilots Club :flight_departure: :flight_departure:

Looking for a consultant to design a full marketing project management system that is currently using a lot of google sheets

Our nonprofit Association has an open Request for Proposals that may be of interest to Airtable specialists based in Canada. Please read the full RFP here. Interested parties should contact the email address included in the RFP. Thanks!

We are looking for a customized Airtable template/design to organize and streamline our client data. In addition to the usual contact info, we are keeping track of specific interactions, requests, needs, and observations. We would like to run any number of reports based on the data entered. Here is a google sheet that shows some of the types of information we are tracking: docs.google.com Copy of VMC 4 Participants Info First Name,Last Name,email address,pro/am,focus,audition,alum,time zone Aja,professional,orchestra,Jan, March,n,CST Amanda,professional,orchestra,TBA,VMC 3,EST Ashley,professional,teacher,VMC 3,CST Becca,professional,teacher,VMC 2,...

I am in the process of designing and building a base as the backend of a mobile app, and I would like to have the help of a motivated and experienced Airtable consultant to achieve that goal.

I knew that title would grab your attention. People often ask me to help them with Airtable projects and I agree to help them from time-to-time, but not always. And I don’t even post much about my work because - well - it’s a bit boring and obscure to most onlookers. Some of my architectures require data in Airtable to magically sync to Google Sheets at the cell level - literally the data in a cell in Airtable must update to a target cell in Google Sheets in near real-time. While possible, not many people require this level of integration let alone in less than 1 second. As such, my work tends to be very behind-the-scenes sort’a like the city waste managers - workers who deal with stuff you need to work reliably but whose names are never known unless something failed. :winking_face: The title of this post relates to a very specialized role in the NFL (and increasingly College football). The “long snapper” is a specialist whose craft is not really known by even the most ardent footbal

hello, i am an interior designer just getting my feet wet in this airtable universe. i am realizing very quickly I do not have time to figure out how to build the tables and information i need. i need help with structuring a system to order everything for my projects. i have the outline for everything i would need in this table, i just need help executing it. please contact to discuss any specifics, and pay.

Hi, I am looking for a consultant who could help design and built a project management platform for a non-profit organization. We use Airtable currently and need to take it to the next level. What we are looking for in a consultant is someone who can understand our work, what we want to accomplish and meet with Project Managers to design a system that meets our needs and could be updated by Project Managers going forward. Key elements include designing and building a project management system to Capture many different project types with relevant info and map them to organizational goals Link CRM contacts to projects as applicable Distinguish among different task types and link tasks to projects, highlighting due dates, deliverables, etc

I’m looking for someone to take over a small project which is a mix of airtable and stacker hq. The previous person I was working with did a great job, but had a death in the family and needed to step away. The airtable project is a small setup that helps us track email correspondence with a list of contacts. It’s similar to a CRM, but this is a majorly pared down version. Emails are received in my inbox, it’s automatically forwarded to another email address only used for airtable, we have a custom script already done that takes that email, checks it against the contact database and if it matches it logs it. I have all the documentation from our work and all the heavy lifting has been completed, we were just making minor tweaks to airtable and zapier, then integrating fully into Stacker HQ which is about 50% done. Once that is completed, I have several other project queued up that this work would lead to as soon as we complete this phase.

Distributed VC Fund looking to hire Airtable automation consultant: CRM - keep track of all team contacts. The CRM should automatically pull in data from Gmail/Google contacts. Potential to scrape updates from linkedin and other news outlets and alert team to events. Pipeline - keep track of all investments we’re considering, including stage, important people, valuations, notes, files, etc. Portfolio - keep track of all closed investments, cap table, dates, important people, scrape google alerts for major news announcements. Investor portal giving investors access to see portfolio updates as well as status of their investment in the Fund System should be able to link up to Dropbox, email , Slack, Streak in the most efficient way possible. Looking to hire someone who has experience and understands the workflow for VC.

Looking to hire a consultant. - My office has used airtable for 2 1/2 years. We have a wish list of changes we’d like to make to improve workflow/efficiency.

Airtable - what have you done to the look of expanded records. It’s AWFUL. I’ve had a whole morning of my colleagues ringing me and asking what I’ve done to the look and begging me to change it back. Does anyone else share their revulsion?

Hi there. We are trying to replace an old unix-based system with Airtable, and looking for someone to help us get started. While we probably have the technical skills to make it happen, to us it doesn’t make much sense to set things up, perhaps improperly, from the beginning. So, looking for someone to help us get our product and customer data imported properly, and develop a sales process including invoicing, and then eventually work with the same person to develop stuff down the road in regards to integrations, work orders for our shop, etc. Email works fine, but eventually want to have a phone conversation. Thanks! Taylor Hill tkhill@gmail.com 816-377-6622

Looking to hire Airtable expert to guide me in designing my first bases.