Designing On-boarding process


#1

Hi all,

I am currently using a free trial to try and work out if airtable can do what my business needs. We are an educational service provider, and we want a platform that can streamline our on-boarding process for our customers.

We currently need data from schools on their pupils (currently captured in an excel spreadsheet), and a number of forms that need completing/signing. We want to get all of these in one place, so schools can easily complete their tasks, track their progress and get email reminders.

my questions are:

  • Can airtable send automated reminders to people if they are approaching the due date for a task?
  • Can I share the spreadsheet (made in grid view) for schools to complete? without them creating an account, or would I have to add them as contributors?

any other tips for what we’re trying to achieve?

thanks,

Nick


#2

Nick,

I think you’ll need a Zapier account, the free one should do it, for you automated emails and you’ll want to use a Form to capture information from the various schools.

If you go Pro, you have some more options with bases and shareable links.