New Beta: Record Templates

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5 - Automation Enthusiast
5 - Automation Enthusiast

Hi everyone!

I’m Priscilla, a UX researcher at Airtable on the Automations team. We wanted to tell you about a new feature that our team has been working on called Record Templates, which will help you manage programs, projects, and tasks more efficiently.

With this feature, you will be able to:

  • Create templates for the types of records you find yourself creating over and over again
  • Set pre-filled default field values on those templates
  • Create new records using those templates or apply the template to an existing record
  • Link multiple templates together to bulk-create records across tables

We are still working on additional functionality, but will release the current version of Record Templates to a small group of customers for early access and feedback. As a participant in our Record Templates Beta, you will be able to access Record Templates on base(s) of your choice, starting September 14, 2022. After you’ve started using it, we’ll set up time to chat with you and get your feedback.

If you’re interested in participating, please fill out this form by September 14, 2022 and we’ll be in touch if you’re a good fit!