Builders Board

I am looking at standardizing our marketing team on Airtable for project management and tracking. We have two main use-cases and could use clarity on how to set them up/best practices. Using airtable as a lightweight replacement for Jira/ticket system. Using airtable as a planning tool. Allowing us to build a list of items we are planning on doing and then updating the items as they progress. Also being able to view those items on a calendar. We want the use-case to be as lightweight as possible, but also be a replacement for all our various calendars and planning spreadsheets. Ideally we can take advantage of the relational aspect of the tool and keep data normalized (we don’t want to keep adding tabs, we rather add views to existing tabs) Keep like data all in one place so we can have a unified activity calendar. Looking for someone to help us implement this.

I need someone who is experienced in all three applications. I’ve spent many weeks/days/hours building out my Airtable that utilizes Jotform (but I’m not married to it if another form can do better) and Zapier for some (what I consider) basic automations. There seems to be some glitches: having Zapier do an action doesn’t produce the same results as doing it by hand. Ex) using a Zap to paste an email into a field A which comes from an existing record (B) in another table, where B is a “linked” field in Airtable. This should compile all of the records with field A into field B. When doing by hand, field A and B are linked. When using Zapier, they are not linked and AT produces a new record instead of compiling everything linked into the existing record. Furthermore, I cannot understand how I can pull data from AT to pre-populate a form. I want to send that form out to recipients, but because I want a record of each time I send the form to the same recipient, I don’t want the f

I am looking for someone to help me develop an easy to use project tracker that can be updated and which will print a nice looking project status report to send to our board of directors. Needs are immediate so please email me at mikebush80@gmail.com if you are interested in helping. Thanks! Mike

New to Airtable. Been trying unsuccessfully to get started. There are many variables. Solitary Angler is a fly fishing guide service - also a private fly fishing club. We have about 15 fishing guides, about 20 pieces of trout stream (called “water” here), about 80 members, and about 3,000 clients per year. We are in 3 different states - different taxes… The idea is to book water exclusively - one stretch of water, one client, one guide, on any single date, with no double-booking. The main end goal is a reservations calendar, showing available guides, available water, as well as reserved water. There should be a form for creating reservations - perhaps 2 forms - one for the booking person and a request form for potential clients to request availability. It would be nice if the system could produce an invoice for clients. I’m pretty sure AirTable can do all this. Can it? Can you help us?

Part 1 of a series I’m doing about how to use Airtable API to create a user database. Chinara James – 27 May 19 Creating a user database with Airtable part 1 | Chinara James A user database with encrypted passwords using Express, bcrypt and Airtable Part 2 of the tutorial series is live. Learn to persist

I’m trying to put together a time tracking system. Primarily need help with rollup summary tables. Probably one time situation, although there could be follow on work at some future point. Here are the current tables: Projects table: allocated time per Month and per Week per Project (we get a contract for project and enter the Hours allocated per Month and Week, contains Project Start Date and End Date) Tasks table: manual task entry with Date, Actual Hours worked Project Hours Logged table: manual daily time entries of hours against projects Work Needed: Project Hours Logged table: would like to replace manual entry with rollup of Hours per Day and Week from Tasks Summary Hours table: rollup of Project Hours Logged by Week and by Month per Project to sh

Looking for an expert in Airtable to be an ongoing consultant to help design and develop an Airtable database for my business. This involves a large data set, which needs to be managed by multiple users, with assignment of rights, etc. We have internal database folks, but looking for a true Airtable expert to help with database design, user permissions, efficiency of execution, blocks and reporting, etc. We can pay quite well for top experts. Please let me know if you are interested.

I’ve just published a blog post about creating and sending emails to Contacts in your Base with a facility to add in Standard Paragraphs. The example uses Integromat to replace placeholders in the text with standard paragraphs, send the result by email and then update the database with the date/time sent and the resulting text. Here’s a link: https://www.onlinedatabase.expert/post/send-emails-with-standard-paragraphs-from-airtable-or-knack-via-integromat Feel free to join the site if you’d like to comment, ask questions in the forum or be notified when additional content is published.

We implemented Airtable database with specific structure and form view for one of the tables. Now we need to add some features to the form view and implement search through our data. We need to get consult from Airtable expert to find out: what is the most simple way to implement what we need within Airtable basic functionality (including blocks). And which of our requirements need extending Airtable basic functionality. Please specify your our consult cost.

The Sundance Institute is seeking a new Venue Equipment Request system to make the Procurement process more user friendly & reliable for both venue equipment requesters and procurement staff.

Hey, we have several bases that we have been working on for a few months. We have two freelancers that have been helping us as well. They have been great but also very slow. We sustained assistance to help us get the bases finished up so we can start the next ones and the ones after that. We have a lot of work but need to find the right programmers who can assist us daily/weekly to help us get the work done. We are not in maintenance mode but the freelancers we are working with only have time for maintenance. Our bases are somewhat complex. We are using conditional logic to help guide our staff through complex and many step processes. We are also in need of simple summarys to be added as part of a dashboard so our clients can track where the status of their project is. So, complex language for staff and simple summaries for clients. We ARE NOT looking for someone to help us set up a simle base. We have a lot of it built. We need help in making it function and

Hey everyone! We’ve started hosting monthly contests via the newsletter and this month we’re in the mood to travel, so we want to see Universe bases celebrating places. :earth_asia: These can be about the place you’re from, your favorite places you’ve visited, or just places you want to visit. A list of your favorite restaurants in your hometown, a compendium of the best camping trips in your country, a selection of deep-sea submarine tours around the world—send them all our way! Add blocks to your base (like map or chart) for extra credit. :white_check_mark: We’ll give our favorite Airtable Universe bases a shoutout in the next newsletter and send a few lucky folks Airtable swag. Feel free to submit more than one Universe base if you feel so inclined. We’ll take submissions until June 1, 2019! :sparkles: Submission Form: https://airtable.com/shr9wVP5hjPQiPj8E

I have come across a way to eliminate the blank preview and broken download of uploaded PDF documents. Before uploading the PDF to Airtable I’ll open the PDF in Adobe Acrobat Pro and save the PDF as a PDF/A. I also select the “Settings” option in the “Save As” window and turn on the Apply Corrections option. I have a attached a screen shot of the “Settings” options. I hope this helps someone. If this is already known knowledge, please feel free to delete this post.

Today, Integromat have announced their updated integration with Airtable! I have been recommending Integromat to Airtable users for Automation and Integration for some time and this updated release removes the biggest issue with using the two together - the timeouts experienced when designing processes. I’ve written an introductory blog post about the new version (and have several other posts about Integromat on my site as well) - and I think this is potentially a game changer for Airtable: Database Resources

I run a content agency that writes and publishes blog posts for other companies and need to scale to hundreds of blog posts per month from dozens of writers. I am looking for an Airtable consultant who has experience building templates for content production companies to bring ideas that work to the table. I like some of the Airtable example templates and believe we can build off there. I’d like a bit more complex features such as the ones listed in these articles: blog.airtable./agency-in-a-box-using-airtable-to-manage-content-contractors-clients/ blog.airtable./4-000-pieces-of-content-15-writers-across-3-time-zones-and-1-editor/ 7 User roles: Business Owner (me) Editor (manager, me currently) SEO Content Writer Graphic Designer Article Poster Press Release Writer & Poster Customer Users attributes (preferably with intake form):

Publishing/Entertainment company looking for an expert to help set up formulas for production schedule. These are complex and based on an existing spreadsheet.

We are a small non-profit and would like to use Airtable to build a database for case management. One of our programs is of a social work nature: we support new and expectant parents who have received a diagnosis of Down syndrome. We do so by offering information, connection to medical and other resources, and providing materials. Our sources of input are: A form on our website that should feed into the database Emails and phone calls with information that is entered manually or with a form The kinds of information we need to track are: First Contact information Information about the parents Information about the baby Referrals made Medical providers Materials provided Notes The trickiest part of this project is that it needs to be designed in a way that volunteers who have limited technical skills can input data and access case records easily.

We 're a nonprofit, and we keep a database of foundations to which we plan to apply for grants. Some of them have no deadlines, while others have 1, 2, 3, or 4 deadlines per year. We record each deadline in a separate column/field (we’re using the free version, so we can’t access the multiple dates feature), with field titles {Deadline 1}, {Deadline 2}, etc. We now have a new field that outputs the next deadline in reader-friendly format, if there is one, based on a thorough nesting of IF() statements. Here, the statement names “IF2”, “IF3”, etc. are for keeping track of things while assembling, but the final assembly at the end just includes the conditional statements. IF1: If Deadline 1 is blank, blank, else IF2 IF({Deadline 1}=BLANK(), BLANK(), IF2) IF2: If Deadline 1 is after today, Deadline 1, else IF3 IF(IS_AFTER({Deadline 1}, TODAY()), DATETIME_FORMAT({Deadline 1}, 'll'), IF3)

I created a COMPLETELY FREE Zapier integration for AirTable that will give you advanced automation features beyond what AirTable’s integration provides you, and you can get it here. I’ll be sharing a Medium blog post down the road on how to do all of this yourself, too. In the meantime, here is a list below of what I have done today, and what is coming soon: Name Zapier Type Description Released New Record Trigger Triggers when a new record is available in your specified base and table. Yes N

Looking for help to setup an inventory database. I’ve been playing with airtable for a couple of weeks and believe it will work well for me. If your interested please contact me at Seraiocco@yahoo.com.

We recently began using airtable for our theater company DB. Its working great, but there is some more functionality, especial workflows, that we would like to build out and we do not have the skills. Anyone in here interested in being a consultant on a project like this? Please let me know. Ryan Long (aka Clyde) Executive Director: Riddlesbrood Touring Theatre Company info@riddlesbrood.com

I am a process guy, a large percentage of my work experience has been in manufacturing environments where I grew to love to power of Lean tools. Kanban isn’t the only resource that can be utilized in the Information Technology sector, Standard Work and Kaizen are equally as adaptable! The basic premise is this, your team needs to execute the most effective and efficient process possible. That means being able to quickly adapt your standard processes when a member(s) of your team find a way to improve a process. This is one of the ways that you can incorporate continuous improvement (Kaizen) across a team or organization. On the back end of Kaizen is the ugly business of updating your process documentation. Currently that means manually updating/reformatting an HTML table every time my team makes a change and then manually updating a flow chart diagram to match the change. This is time I should be spending training my team on the new process, not manually formatting a d

Hey there! I’m putting together a sales lead board for my sales reps and office admin. I need a few basic things: -Office admin needs to be able to have a high level view of all incoming leads and the various touches we have with them as they move through the sales process. I need to board to calculate a few things for my sales reps -close rate -average closed $ value over a given time period -total quotes sent over a given period -it also needs to be able to sort leads by geography so they can set routes for their sales calls. what i have so far is a sales pipeline template with a Google Maps block integration. what i need help with is structuring it so that the board does the calculations i need and displays them in a straightforward way. ideally i would like to use this board as a sales leaderboard as well. I’m looking for someone who’s versed in the formulas, rollups and pivot tables. Need this assembled asap. Let me know i

After the success of our On2Air: Actions launch, we built a tool to give some juicy functionality to forms for Airtable. These are the forms you’ve (probably) been looking for. :robot: POLL: Which feature(s) for forms would be most useful for you with Airtable? (If I missed something, let me know in comments) Edit already existing records Instant updates to base data from form submission Conditional Logic (View/Hide Fields, Multi-Page, etc)

Hello, I would like some help putting a complex formula into Airtable to calculate a pricing model. Also I would like someone to look over an existing Airtable inventory system and show me ways to improve it. We run a home staging service called Vision Home. The inventory system is complex because the product if moved to different location before it is sold off. Thank you, Austin Price austin@visionhome.biz 239.887.5336