Builders Board

Looking for help with Airtable reorganization for efficiency and automation for my interior design firm: project tracking and management project budget management project product tracking organizing tasks by job, by employee with deadline notifications (similar to Trello) creating project schedules/deadlines (with the possible option of being able to communicate progress with clients) contacts organization and possible integration with Mailchimp, etc. We’re currently using it as a series of glorified spreadsheets and know we’re not even close to tapping into the full capabilities - we just don’t have the bandwidth to set it up properly I would prefer an Austin-based consultant but am open to remote if it makes sense.

Best practices help.

Hi there — I run a media company and we sell ads across our channels. We only have a limited number of ad slots on each channel, and I’d like to use Airtable to build a tool for people to book advertisements on our channels — and ideally to pay and submit content as well. We currently use Airtable for this, but it requires a member of our team accepting payments, sending a form/survey, and managing the process. I’d like the entire experience to be automated. Here’s what the workflow would look like: Clients can view an Airtable form to book a particular slot. (There might be 1-2 slots available per week per channel – and once someone books it, it should disappear) That person is then sent somewhere to pay, ideally integrated with Airtable. (This would be the stage where the booking slot disappears so nobody else can book it - after the payment is made) Then they’re given access to an Airtable form for submitting their ad details. (Links, body copy, images, etc) (If they don’t submit b

We have built a CMS system for our content and marketing initiatives and require a few automations/formulas to make the system more user-friendly for us. I’ve listed these in order of priority: #1: SORT DATE On the content side, we have a number of deadlines to meet, based on the Status (phase of the project). At present, the table default is to sort based on Publish Date. REQUEST: We’d like automations/formulas written that would alter the sort based on the Status (and the corresponding due date). For example: Status is changed from 1st Draft to Z: Feedback of 1st Draft → The sort order would then be based on the deadline assigned to Z: Feedback of 1st Draft and not the deadline for 1st Draft. AIM: To be able to view all tasks for all content pieces based on due dates (not just based on status or assigned to or publish date). #2: ADD AUTOMATIONS We just need someone proficient to go in and add the automations as per the “formula” → When Assigned To changes to XXX, notify XXX in Slack

Need to know what type of data is being returned to a formula from a field? What if that field is a lookup field? The common answer for the latter is, “It’s most likely an array,” but there are times when it’s a single value, and the correct type for certain fields is not always obvious. To help save myself (and, I hope, many others) a lot of desktop head-banging, I dove deep into every field type to figure out what’s what, and captured my findings in a table, naturally. :slightly_smiling_face: You can find the results of that effort here: Airtable Airtable Field Reference - Airtable Explore the "Airtable Field Reference" view on Airtable. I plan on updating this table regularly as new field types are added, so feel free to bookmark this shared view, as it’s gonna be around for the long haul. On a side note, this table is the first resource added to my brand new site: AllAboutThatBase.tips. It’s pretty bare-bones at the moment, but mor

All – I want to apologize for my extended absence from Airtable Community; let me assure you it was neither intentional nor enjoyed on my part.¹ I hope what I bring as a peace offering helps make up for all the unanswered questions and messages. Here is version 1.0 of my scheduling/calendaring framework for Airtable. It offers a template-driven solution to scheduling recurring processes, allowing process types to be defined as a set of interrelated events. Later, instances of these processes are created in a separate table, in turn spawning and scheduling component tasks and subtasks. The framework also allows for differentiation between tasks that can fall on any day of the week and those that must be scheduled only on workdays; workday-only tasks can be specified as falling on the nearest preceding or nearest following workday, as desired. Stand-alone templates — that is, a single event with no subtask — can also be created, allowing certain classes of events to be defined as workday

I recently began working as a director of a very busy bakery. We need a solution that can: manage and track inventory of print collateral (packaging, labels) link products to their related packaging requirements (including: packaging, labels/branding, digital design files, manufacturer, and their related costs) recipes, allergen declarations, cost of goods and which department they fall under (cafe, wholesale, catering, national shipping) integrate and communicate with our website/e-comm platforms to track sales and * trigger when it’s time to order more of specific packaging integrate and communicate with our recipe/FDA nutrition label database for our wholesale business right now everything is done on the fly with a variety of systems that aren’t communicating or integrated. I don’t have the time to build something and don’t have the experience to know if a template already exists that could meet our needs.

We’re a DEI nonprofit that would like to build a speakers’ bureau website that auto-populates/displays from an AirTable. We’d like *speakers to be able to update their information using a form that populates AirTable *to be able to “approve” the updated information before it gets displayed on the website *to have a form for speakers we invite and one for speakers who are interested in being included. *to be able to track how many times a speaker is contacted from our website. It looks like Mini Extensions can do a lot of what we want – we need someone to build it for us. Thanks for any help!

We are looking to use Airtable to build data tables for our customers. What we really want to do is create a front-end website/portal where customers can then login to see their database in a clean and user friendly UI. They could make changes, updates, additions, deletes. All woudl be written back to their Airtable table. We would do most of the implementation and setup for them, but then connect it so once we “go live” with them, they could login and then begin to self-manage. The key is that we really want the front end to be clean, functional, and very user-friendly. Looking for some ideas on the best and most efficient ways to accomplish this.

Wondering if this is possible, its a kind of internal market where people see what is available to buy, at what prices and transfer to each other. Requirements: Client portal which sources data from different sources. Which also shows the price, who has which product, maybe a graph with some info. Should be the main dashboard, where people can offer, buy and sell. Every person needs there own access and needs to see how many products they have. Marketplace for transferable products with payment gateway and contract with a signature from both sides. So when someone agrees to buy a product, they can click through the system, both sides sign a contract, money is transferred and then ownership is changed.

With today’s outage, I became duly aware how much I rely on Airtable. I need to hire someone to help create a true backup export of all fields/records into a FM file or similar.

Hello, We need to transfer our database from Salesforce to Airtable. We have about 3,700 contacts, with 75 data fields per contact. Are there any experts who can provide assistance with this project?

Loom Online Quote Requests: Quote Requests - Airtable Check out a video I made via Loom

Hi there! We’ve run into some roadblocks using airtable’s csv import block, and since we don’t have anyone well-versed in javascript on our teamvwe’ve come here looking for someone interested in this one-time project. We need to regularly import csv’s and have this app update existing records and create new records. All records have a unique identifier field (“RefID”), however it’s a calculated field (concatenation of a text field and the record ID). This is where the csv import block wouldn’t work, and we’re hoping this is something that can be “coded around” rather than simply being impossible! CSV’s to be imported will either have a “RefID” value matching an existing one or no value at all. If they match, then certain specific fields in the existing record should be updated with values from the csv (not fields that would impact the RefID value), and if there is no match a new record should be created. Ideally this would work with short and long text, single select, numerical, and li

Hello Airtable Community, Back in 2017, our team published news about Airtable Importer that since then has been helping lots of this community members synchronize data between Airtable and Google Sheets. Three years later, today I would like to say that we’ve launched Airtable Importer’s brother and called it Coupler.io 2 All in all, our add-on: pulls data from Airtable, Xero, Pipedrive, HubSpot, Jira, Google Sheets (replaces IMPORTRANGE) - and we are going to add more data sources to it; supports automatic data refreshes : every 1, 3, 6 and 12 hours, or daily, weekly, monthly; offers replace (rewrites all) and append (adds new rows only) import modes. possesses a more user-friendly UI will provide User Stats internal web page and more to help you manage your integrations And as always - we are focusing on the needs of entrepreneurs and small businesses. At this point, the product is free of charge. Once we release billing, we’ll be offering 50% off for all paid plans during a per

Happy 2021 everyone! A new year, brings new projects to manage. And where would project managers be without their handy burndown charts? Well, with a bit of scripting and the vega-lite app, you can now make a burndown chart in Airtable! For the uninitiated (aka me until two weeks ago), burndown charts “show the total effort against the amount of work for each iteration.” Meaning, they help you answer the question “are we completing our tasks on schedule?” They usually look something like this: The line represents the planned tasks remaining, and the bars represent actual tasks remaining. if your bars are below the line that means you’re getting things done on time. The X axis can be grouped by the cadence in which you’re tracking - which could be days, weeks, sprints, etc. Until recently, we couldn’t create burndown charts in Airtable because the native chart app doesn’t support combo/multi-field charts. But now with the Vega-Lite App (in beta), we have much more control over our char

When a new client signs with us, a zap fires that creates the tasks for the project in a project tracking base in Airtable. Here’s an example of one project for one client: Then, as the engagement unfolds and resources are assigned to steps in the engagement, the tasks are checked-off. Right now, every Monday morning we forward clients the last email that we sent them with something like “checking-in on this…”. This is manual and we want to automate it. Here is what we would like: At Project Instantiation. When a new project is created, we’d like a Google Sheet to be created for the Client ID and emailed to to the client. Our services are fully productized, so there are only 5 project types with set tasks for each. The tasks in projects don’t change. If they buy engagement type X, it always includes the same tasks no matter who the client is. Weekly Updates. Would like to sync our current project tracking base with each client’s Google Sheet (with Client ID being the lookup value)

Despite the fact that we work and develop apps in a climate of extreme security, the fear concerning Airtable API keys is growing and will likely worsen in the future; Airtable, after all, provides an all-or-nothing API key architecture. And we often leave security requirements until long after the solution is working, at times creating serious exposure to our customer’s data. In Google Apps Script there are a number of ways to separate API keys from the code, but this is typically not enough as far as security professionals are concerned. Separation from code, they argue, still makes it possible for developers to discover the keys. But even this accessibility can be eliminated by moving your API calls into a library and enforcing a basic principle - … only the methods in the library should be able to call methods that can access the keys which are stored in the script project properties. This is achieved with a simple enhancement to a library by setting the method such as getAirtabl

Hi there, TL;DR: Looking for people willing to share their bases with me. I’m Don: I work in marketing at Airtable. And I’m looking for a few volunteers (6-8) who’d be willing to share their bases with me. Specifically, I’m looking for anyone who educated themselves on Airtable and anyone who’s particularly proud of their base (this is your chance to show off a bit). If you’ve published a base to Airtable Universe feel free to share a link to your base there as well! These bases will only be shared with other Airtable employees and won’t be shared with any third or external parties. I’ll share them internally with other marketers to help define what makes a good base (and how we can better educate our customers on building great bases). Let me know if you have any questions!

Calling all AWESOME, BADASS Airtable Gurus! (January 2021) My organization is NEED of an expert to whip us into shape! We have been using Airtable for some time now, but badly! We totally need help to optimize and automate business practices within our Airtable platform by providing recommendations and implementations for: • cleaning up our data!! • building creative database designs • streamlining our everyday process (best practices would be great) • streamlining data integrations/API’s with Zapier and SQL • establishing automations Training our staff to increase their comfort level in using the platform Serious consultants need to start immediately (within the next 2 weeks) with the project timeline between 1-3months Feel free to connect with me at liz@voteprochoice.us Thanks! Liz

I want to know if airtables supporting this demands: Can send data to external system if a record is created or updated Can apply customized function to a list of records Customized function can be integrated

Looking for someone skilled in both AirTable and data migration to move an adhoc database of people from google docs and sheets to excel. We have a list of about 400 people existing that we need to move over to a template in AirTable. Looking to integrate an AirTable form with Google Groups as well in the same base. Estimated about 50 hours of work.

Hey everyone, We have just launched membership functionality on Softr.io - the no-code platform to turn your Airtable bases into powerful web-apps. And now you can build anything from client portals, paid courses, membership communities, gated content/directories etc. using pre-built signin/signup functionality and assigning visibility conditions to your pages. Check out the video below to see how it’s done - https://bit.ly/3s7Z7b3 More details here - http://bit.ly/2K1qRN8 Would love to hear your feedback if you find it useful! :blush:

my company offers a career coaching program for pro female athletes and we are expanding/revising our existing program which runs on Airtable, Zapier and mini-extensions. most of the project is straightforward - making forms for various assignments, setting up mini-extensions so there are review links available for the athlete and the career coach, etc. we are changing from a 1-on-1 coaching model to group coaching so the more complex work will be around accommodating that change. we currently pay for pro versions of Airtable, Zapier, miniextensions and the openside connectors so we should be able to get everything done without writing code, although if you have the skill set to do that, that would be awesome! timing/goal is to complete this project in the next two weeks. i think total work will be around 15-25 hours. given our company’s mission, ideally, would love to hire a young woman in college or just out of school. we have additional work beyond this project, and capacity to

Dear Airtable community, Jake & Max here from Paylist :moneybag: :scroll: We are creating a new way for you to monetize Airtable databases. You will be able to charge a one-time access fee, a recurring subscription, or based on usage. Monetization of Airtable databases will open up an entirely new range of revenue-generating opportunities for people who curate great content online (or just curators as we call them). Use cases for database monetization include: Curation of art and collectibles Job boards and people to hire Curated lists of recipes or blogs Aggregated educational resources about a specific topic Geographical data about specific topics Music playlists Upcoming conferences, concerts and other events Lists of influencers / or people profiles in specific sectors This is not an exhaustive list, and we are excited to see what other use cases you all come up with. If you have a use case for Paylist or are working on something similar, let’s set up a 30-minute video cal