Builders Board

Hi, Are you based in Sydney Australia? Looking for someone to help develop reports for us based on our incoming/ ongoing/ delivered jobs. This will involve: Understanding the reports we require Looking at how our current Airtable is set up in terms of fields and data within Assist in developing relevant fields that ensure we capture data the right way and allow for a smooth workflow for those inputting the data/ managing the jobs. Many thanks Jim

This loops through all the records from a view or search and performs the following steps for each record. It is intended to run after something else triggers it. It returns all fields of the records as well (as long as you include them in your query), so that you can use them as ingredients in the following steps of the zap without having to do a separate lookup. T Here is the code where you can copy and paste it. var settings = { 'method': 'GET', 'headers': { "Authorization": "Bearer <API KEY HERE>", }, }; fetch('http://api.airtable.com/v0/APP_NAME_HERE/TABLE_HERE/?QUERYS_GO_HERE', settings) .then(function(res) { return res.text(); }) .then(function(body) { // body is the raw return from the API call body.toString(); console.log(); var jsonData = JSON.parse(body); var length = jsonData.length; var output =

Hi, folks. Let’s say you have a base with two fields: Pet (single line text) and Fruit (multiselect: Apples, Bananas, and Oranges). Turns out that the comma is used as a multiselect field separator. After much trial and error, the following CSV imported properly: Pet,Fruit Hamster,Bananas Mouse,“Apples,Bananas”

Hi, we need an Airtable expert who can serve as a short-term consultant. Our team needs to be trained, so ideally we want someone who has experience with training or teaching. I am actually pretty savvy in Airtable, but we want to get second/fresh eyes on our databases so we can get some guidance on how to streamline our data and workflows, and get the whole team up-to-speed on how to use Airtable (views, filters, sorting, formulas, database versus spreadsheet concepts, linking records, rollups, etc). If you fit the bill, let me know. We need someone local to Los Angeles: we are based in Malibu and Santa Monica. Thank you, Conor O’Sullivan Program Manager - Malibu Foundation

Hi, Potentially looking for someone to help me with the below if it can be done quicker / better than a newbie like me trying to do himself Hi, I work as a logistics broker & need to provide quotes to my clients. To obtain the base costs for these quotes I need to contact my network of transport providers to get their best prices (which I then mark up) I can see I can use Airtable for keeping. a list of my: Clients Quote request Transport providers And then link the sheets up like the CRM type examples. But can I take the data from the quote requests sheet to: Use some of the information to populate an email template to send to multiple vendors who fit the right criteria i.e. Quote is for importing from China, I only want to send to transport providers who are tagged ‘China’ collect any replies back into Airtable quotes sheet to evaluate/calculate best price (I’m thinking a

If you are an expert with Airtable and can build complex programs and deploy integrations with third party programs, I have a job for you! We are a community Association Management company and I want you to build me some sort of CRM system that will manage boat service application/registration and architectural review applications with a payment processing portal embedded. This will need to have a workflow process automation and integration with CINC Systems and SenEarthCo. I will give you more details later…………… if you think you have the expertise to do this contact me at caryee@ipmhoa.com

I have a database of people with a profile that I want to put online (they’re fine with me publishing their profile). I want to have one column say if they’re available for work next month. I just want them to be able to say they’re available somewhere and update it to their profile and list the ones that have put their availability on top of the list. So they would have to give their availability every month. I this possible? If yes, someone who’s able to help me out (paid)? Would be super nice if the users would also be able to edit their other profile information. Emiel

Hi there- My marketing team has recently implemented Airtable to manage our growing list of clients and deliverables. What I’ve built is working; however I’m sure there are more elegant solutions out there for what we need. My team: We are a small marketing department supporting five offices in the Northeast to design employee benefits communications (i.e. benefits guides, open enrollment announcements, websites, etc.). Our needs: We track client information (account team, designers, renewal dates, open enrollment dates, main client contact, invoicing instructions, etc.); deliverables (type of deliverable, number of versions, status, priority, due dates, printing/mailing/translation needs, and notes for each project); and billing. We also are using a form during our busy season (August-November) for account team members to quickly submit information about new clients and their needs. Additionally, we’d like the database to be a repository of historical informati

Hi - we are currently using a very simplistic workspace to manage tasks between client programs. I would like to utilize features from a couple templates to do a better job managing cleints/campaigns/resource workload. In particular, we are not seeing ‘completed’ work having an ability to trigger other tasks. I am trying to complete this set-up in the next week prior to a company meeting on the 19th.

Hi - My company is making the transition to Airtable and we need help getting up and running. We need to be ready to go by Labor Day and we are just getting everyone licensed today. We want to use AirTable for project management across 5-6 different departments, with custom calendars to show what events are coming up and what each team is doing for each event. We want to create workflows that show the process for key repeatable tasks and can be applied to new projects as they come up. We also want to monitor staff resources so managers and staff members alike can see who is assigned to what projects and when their deadlines are. We also want to get help created blocks/views to make it easy for everyone to navigate through all of this data. We have some preliminary tables set up that we hope to use as a starting point for this build - but we know it needs to be optimized. Given the timeframe, we want to enlist external expert help to get this done. We are lo

I am a recruiter making a database for myself to use to track all my candidates. I have a table with a list of candidates and another with a list of jobs. Right now I can search for jobs for a candidate in their area by zip code because I have a field on the jobs table that lists every hiring zip code with commas in between each zip. This works great with the search block, but leaves me manually linking all the jobs based on the search. I would like some way to take the candidate’s zip code from their zip code field and search for an instance of that in the zip code field in every record of the jobs table. I want to do this to automatically link every job that hires in the candidates area. Any ideas or guidance is appreciated! I’m on a mission to improve my processes and workflow.

My organization hosts an annual capacity-building program that is over the course of three months with three different locations. The event planner looks great, but there are so many more elements to our program that we’d like to incorporate since there is so much potential with integrating other programs/apps (like google docs, outlook, asana etc). I’d really like to speak to someone about our needs and have something developed specifically for our program. If anyone with event planning specialization is interested in developing this- I’d like to hear from you.

Looking to implement Airtable to streamline my company’s content process - from idea creation to finished project. We’re an online media site that publishes multiple pieces of content daily across various categories. We need help setting up an effective content/social/marketing calendar as well as a way to track performance and projects as it pertains to published content. I’ve watched some tutorials and have read a few guides, but am still very much at lost on the best and most efficient way to set up my bases/tables. Any help or guidance would be greatly appreciated! Thank you!

Looking for most efficient way to get overview and help setting up a few specific based related to HR, project management, etc. Would like to find someone who I can do a couple sessions with for instruction and then also do some of the actual set up on their own. Thank you!

Hey guys - I’m working with a client to try and help them setup a quotation system for their kitchen company. There are a bunch of line items with different categories and pricing conditions. I already have all the formulas done in a Google Sheet but we’re looking for a more streamlined way to achieve the goal of having all the data in once place rather than a new sheet for each customer. I’m quite proficient with building out these types of “apps” but I’m in a bit of a hurry and could do with pointing in the right direction in regards to this project. Is there anyone available for a quick hour or two today to guide me? Happy to pay a reasonable price for your time obviously :slightly_smiling_face: Thanks guys!

Seeking airtable help with Pivot, filters, general grouping, organization, boxes, specific views, groups, record income among platforms. Search specific dates, and accounts listed w/ dates. Times, urgency, Exporting data. Inputting new persons data with filters. Straightforward when goals explained in detail. ASAP preferred. Airtable1999@protonmail.com

I’m trying to build a billing base that will work with our companies financial software, Xero. I know we can use Zapier to transmit data but I need help building the airtable base along with moving the information to and from Xero.

I’m new to Airtable and while there’s a lot of video support I don’t have the time to sift thru it all. I’m looking for an hour or two consultation for support and possibly brainstorming.

We are looking to build out AirTable with Client Records, which will include a few related tables. I’d like to talk through the scope of the project and determine the amount of hours of work needed. We are potentially moving from QuickBase to AirTable.

Is there a limit to the number of records I can add to a database?

Hi! I have a csv export for a 500 or so records that get generated each day. The report contains leads I generate for clients and calls we make for them. Currently it’s just a data dump but I’d like a savvy Airtable expert who can build a template with Blocks (pivot table / reports block) to make it insightful for me (how often are leads being called, for which clients, which of my callers are producing and which arent) and nice looking for my clients to view. Help needed asap, please reach out if this is a match for your skillset. thx

Hello! I’m interested in outsourcing talent for an in-person training to get us acclimated and up to speed on all things Airtable! My team: We are a small marketing team of four, supporting 15 departments and four Service Center locations across the state of Connecticut. Our needs: We’d like the database to help us efficiently and effectively track all of our on-going projects, tasks, creative plans, deliverables, and deadlines. Additionally, we need something robust enough to track all of the tiny details, as well as give us an overall snapshot of our work as a whole. Our experience: No one on my team has ever used Airtable. We’re all newbies! Timing: We can not official start our transition to Airtable until our new fiscal year begins on October 1. Ideally we would like to get the ball rolling as soon as possible, with training and implementation scheduled for some time in October or November. In-person training is highly preferred - our headquar

Hi! I have a few different bases- most work… but having trouble with lookups/automating things (sometimes they work sometimes it does not!) I have an idea how it should go (even when it’s not going) but am also open to suggestions to make them more efficient. FYI while I have quite a few they’re all pretty similar in structure, just different clients! So first off can anyone help with this - just fixing up existing base(s) to make them a bit more automated (ie lookup/linking) not looking to start from scratch per se…and letting me know how to fix it in the future? (I think it’s like one tiny thing I’m doing wrong!) And 2 if you’re looking for payment for your services, what is the rate for this type of thing? (Apologies but I have no idea!)

Hello - we have an Airtable base and have recently used it for a major event. We are in need of a consultant to be available to us to help optimize how we use Airtable so that we are most efficiently using its features. We also want to integrate with SendGrid so that Airtable can function as a CRM for us. Anyone interested in adhoc work?

Hi, I know that there are many questions in this community about Slack integration. I have built a Private Slack App that allows us to do some basic operations using the Airtable API. Here are some screenshots of the slack app: It is available as /slair . You have to configure your API Key and Application ID . Currenty supported Airtable integrations . Sample Add Record (All fields will show up as Text field :frowning: )