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Hi Airtable community,

I work for a non-profit and we’ve decided to use Airtable for our operations. I have limited experience with Airtable but need to get this set up.

I’m building a dashboard to manage:

  1. Employee Dashboard

  2. HR Management

  3. Employee Onboarding & Offboarding

  4. Leave Management

  5. Procurement Management

  6. Artwork Dashboard

  7. Patron Management

I’ve prepared a 14-page spec detailing the integrations, workflows, and automations we need.

Since I’m on the Team plan, I don’t have access to dedicated consulting. I’m looking for guidance on:

  • How to integrate multiple bases efficiently

  • Automations or workflows that are possible within Team plan limits.

I’m happy to share the spec so someone can provide step-by-step advice or examples. I don’t have technical expertise, so plain-English explanations would be very helpful.

If you’re able to help or provide guidance, please feel free to reply here or contact me directly at [your work email]. Any support or pointers would be greatly appreciated.

 

Thanks very much in advance!

.

re: How to integrate multiple bases efficiently

Generally it's better to keep everything in a single base if possible, makes things a lot easier to manage!  Here’re two reasons you may want to consider using multiple bases instead

  1. Record limits (50k on Teams for the entire base)
  2. Multiple teams workong on Airtable that want to create their own fields and automations

I go into a bit more depth about them in this thread!

Automations or workflows that are possible within Team plan limits.

Hmm without specifics it’s hard to provide guidance on this.  Off the top of my head, Business and above plans give you access to more automation runs, the ‘When email received’ automation trigger, and a bunch more sync integrations if that helps!

I do free half hour calls, and we could go through a bunch of questions you might have if you’d like!  Here’s a link to schedule a call!  (Also, in your post I think you may have forgot to paste your email in)

 

Hi! Thank you for your help.

 

Apologies for any confusion with my terminology earlier! Just to clarify my setup:

  • I only have one workspace.

  • Within that workspace, I’ve created separate apps/interfaces (Onboarding, Offboarding, Leave, Expense, Procurement, etc.) each with its own workflow.

  • All tables and data live in a single base, so the apps/interfaces are just different ways of interacting with the same underlying data.

  • I plan to link the apps via Employee ID, so HR can see the full dataset while employees only see their own filtered data, though one of my biggest challenge I have is setting up the links and separate apps.

Thanks for your insights - I’ll go ahead and book a call using your link to discuss further!

 

Hi, It might get a bit too expensive with multiple users. You’ll need to pay for every user with rights to modify data.

I’ve recently delivered an interface to handle recruitment for a large marketing agency, and I could probably help you here.

I recommend getting 1-2 users on Business plan, and keep the rest of the users on custom apps built on Softr or Zite (from Fillout). I’ve been using Zite more an am quite impressed by how easy it is to build nice looking interfaces from it. The price point is also very generous.

I’d recommend checking that approach out. Here’s a test app I built for me on Zite: https://4awshrxcwv.zite.so/ All cards you see on it are powered by Airtable data.

You can connect with me here: meet.vikasvimal.com and see my work at opstwo.com

Best,

Vikas

 

PS: You don’t automatically get access to consultants on higher plans. You can engage consultants, like me, at any time. Some of us have been building in Airtable for years. I also offer pro-bono sessions on weekends.

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