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I work for a small VC fund. We need someone to help us transition our entire workflow to Airtable. Specifically, we’re looking to do the following in Airtable: CRM - keep track of everyone we know, including management at companies, other investors, etc. The CRM should automatically pull in data from Gmail/Google contacts. Company pipeline - keep track of all investments we’re considering, including stage, important people, valuations, etc. Portfolio - keep track of all closed investments, including IRR, dates, important people, etc. Should link up to Dropbox, Gmail, Slack All three of these need to link up to each other in the most efficient way possible. The ideal person has built something similar in the past.
Take a production management product to the next level
I have data in One Note and Airtable that I’d like to merge and also enhance. Particularly I’d like to have the ability to look up a client and see all interactions, service offerings and pricing. Would anyone be interested in helping with this project? Susan Howard - Susan@ERPlus.biz
Social Enterprise NL is looking for an Airtable expert / consultant. We are a foundation lobbying for social entrepreneurship in the Netherlands and giving business support to Dutch social enterprises. Our network organisation counts over 380 member organisations. We want to use Airtable to manage and administrate our members, our coaches, our contacts, our events, our forms and all incoming applications (for the membership, as for the events). We have been testing Airtable past months. We are very happy with the possibilities, but have reached the point where we need professional help to make sure we make smart choices. We require help setting-up and configuring our base. Therefore we are looking for a consultant / expert. We are based in Amsterdam, however overseas assistance would also be fine. Please contact us at anouk@social-enterprise.nl for more information or if you can help.
We are looking for help setting up our Brewery sales CRM airtable. While it’s been a whirl exploring and experimenting with the features, we have realised it would be much easier for an expert to pull something together for us. Ideally, we are looking for main account database attached to weekly reports per sales rep. Within the reports are different categories and we are going cross eyed trying to workout which way the information should sit/flow/flip. Thanks, BD
Hello, I am doing research on air-table and if it would be the best program use for a company with multiple departments? A lot of the tutorials I have seen have used the tabs for individual projects, but I wanted to know if they could be used as departments?
Basically I have a “Job” in the “Primary Field” linked to “Clients”. Each job has various information and a “Multiple Select” drop down for the “Department/s” the “Job” runs through. The “Department” head needs a “Schedule View” showing only his specific “Job/s”. I have this working in the same “Table” under different “Views”, but I want to link this primary “Table” with a new “Schedule” table but can’t seem to get it to work. Should be fairly easy and quick for someone with more Airtable experience.
We are new to Airtable (switching from Smartsheets) and are building our bases/tables to help us manage a busy Special Events production office at a university. We need help with a Zapier integration to ping/send reminder notifications to collaborators before task deadlines. We all use Outlook as our default email service.
Hi, I want to post a job that I’m looking for someone we can create us a solution that we can have a random 4 numeric digits, that we want to have a random unique combination of four digits, the “0” ( or “00”, “000”) can not be in the beginning, in practical, when I create the records on the column, for example “Book” is the first column (primary key in airtable), the records will be “Book 1”, “Book 2”, Book 3"….and I want whenever I create a new records, for instance “Book 4”, there would be generating the random unique combination of four digits automatically on column “ID”, please see the image I’ve attached. I need some excellent folks to help. Let’s try to make this happen.
Hello, Looking for a solution related to database share across multiple ‘airtable’ users. We have a team of 3 people working with promotions and giveaways. At this moment they have 2x personal tabs in their own board: 1st-Leads (include products, prices, offers…) 2nd-Contacts (contact details) | ‘Contacts’ tab is a lookup for leads tab. Issue: Each employee is registering new contacts to their own ‘contacts’ tab to their own board. So if ‘employee 1’ registered customer ‘James’ to his ‘contacts’ board employee 2 and 3 won’t see ‘James’ as company’s client and will give him our deal even he already had one with the previous employee. If ‘James’ will contact employee 2 or 3, he won’t see be recognised as our customer. This is a big issue as we do only one giveaway per customer but some of them contact us multiple times. In this case, the person will receive multiple gifts as others can’t see the record. Need it asap, happy to pay for this solution. If all good, will offer more work strai
Looking for some help “fixing” my project management base. I have so many bases and would like to link different bases to the main dashboard but also need to keep these hidden from other employees (accounting tab etc). Scheduling would be nice - since we use a different app for that Some automation would be great - but it is not in our budget for complicated zaps at this time. I feel like my base is so overwhelming and it takes a lot of effort on the part of another employee to update and that is the reason he doesn’t - so I spend more of my time looking for information in emails. If I need to send screenshots or invites to my base for you to understand what I’m talking about - let me know. Thank you.
Hi, We have an order form link with a database of products, we would like to have the qty affect the product pricing. 1 - 59 = $0.35/each 60 - 199 = $0.30/each 200 - 999 = $0.25/each 1000 - 2999 = $0.22/each We have around 300 products into our database, around 100 needs to be quantity-based pricing. Is there someone here that can help us with this? Thanks!
Thanks for reading! I’m transitioning central management of a lean but successful cannabis distribution operation from Google Drive to Airtable. We are building from scratch due to our unique business model. I’m looking for someone with great Airtable skills to work with me, preferably in person, to enhance and inform my build out. Lots of potential beyond the initial set up. Please tell me why you’d be a great fit. We are Mendocino based but I can meet with you in the East or North Bay Area for a work session. If you are not local but think you’d be a great fit, let me know and we can meet via Facetime or similar. An NDA will be required due to sensitive data. Looking forward to hearing from you. Please write “Airtable Consultant” in the subject line of your email. Scarlett, Lead Operator, scarlett@madronecalifornia.com
We mapped our long project pipeline and now need support from a consultant to help us make a simple and wonderful tool out of it.
Our small company is wanting to implement Airtable to keep track of financial data and to both generate invoices from that data and create automated follow-ups on the outstanding A/R (We would normally handoff the data to something like ActiveCampaign to create a sequence/campaign to automate the followup on our A/R). Please call me at 512-301-1505 (o) or 561-715-1010 ©. Thanks, Larry Fendrich Elder Dental Care/GK Dental
Hey community, I work for a creative agency (roughly 30 employees) and would like to establish HR on Airtable. I need a consultation hour or so to ask if all our needs are covered by Airtable, otherwise, I will get a HR software. Would anyone be interested in helping? Further opportunity to customize something for us in the tool too. Please email me on: pm@granny.co. Thank you, Priscila
I am trying to use airtable to maintain a large database of trivia questions. I am interested in generating systems that would allow me to detect and flag duplicate/redundant content in as close to an automated manner as possible. I need to be able to recognize similar, duplicated, and/or redundant content across multiple fields and multiple records. Please reach out if you think you can help solve my problem! Thanks very much, Michael
Hi Airtable Community, My small non profit arts foundation is seeking an experienced developer to guide us in developing our Airtable ecosystem. My colleagues and I identified Airtable as a powerful and intuitive means for managing our contacts and quickly, but quickly realize it could be used to manage a handful of data sets in a collaborative and integrated single workspace. We’ve been using the free version of Airtable for individual tasks and data sets, but are looking to go pro to expand the relational potential of the Airtable. We have a handful of “draft” airtables that we are looking to refine and connect in one Airtable Pro Base; we’re seeking an experienced Airtable Base/Workspace designer to review and refine our ideas and help us implement with maximum efficiency and minimum fussiness! These are the 6 general areas we’re trying to integrate. People (tracking info for 5000+ contacts: interactions/invitations/attendance i.e. a crm) Exhibition Tracker (artworks & info per
Hello everyone! I’m looking for help setting up a comprehensive base that will track all of the Augmented Reality Art that I am in charge of. I have an inventory of about 20 artists, some with up to 6 works, some with multiple sizes, all limited editions. The works are up on display, or are in inventory. Many have also been sold so I want to keep track of who bought which edition etc. Please email me at julie@kaleida.studio with information on your availabilty, rates, and interest! Thank you so much!
Looking for help creating formulas to calculate production rates. I have the formula in Excel. Basically need to take 2 data points from specific column, subtract the value and multiply the product by a 3rd cell.
Hi! I am looking for someone who can help me to make an integration where I can get ad performance data (cost per purchase, link clicks or all other metrics) and pass it to Airtable? Example: In Facebook, I have an ad with ID 1234 I want to pass metrics like link clicks & cost per purchase to Airtable to the particular row? I want that if I create a new ad in Facebook than it creates a new row in Airtable with ID of the ad + it fills columns with metrics. Can you do it?
I would like to set up a personal tracker that catalogs when I complete certain tasks (through a form), allows me to visualize that on a calendar, and run analysis on it later. I need someone to give me the training / show me how to do this.
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 form to sim
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
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