Dec 28, 2024 08:06 AM
Hello! I’m new to Airtable and could really use guidance on structuring a base to serve as the central hub for our content production and management. Currently, we use Asana for task management and Airtable as a content calendar, but the workflow between them is clunky and inconsistent. I’d like to consolidate everything into Airtable in the name of consistency, efficiency—and my sanity.
Current Workflow Challenges
Goals
I plan to have three managers accessing the base (content manager, podcast manager, and myself) and use Interfaces for contributors (video/audio editors, writers, graphic designers, etc.) to update fields, attach assets, and check off tasks.
Questions About Base Structure
I’m looking for a simple structure that’s easy for both contributors and managers to use. If you’ve worked on a similar project or have ideas for the most efficient setup, I’d greatly appreciate your insights!
Thank you!
Dec 28, 2024 09:17 AM - edited Dec 28, 2024 09:28 AM
Yes, you would typically want to keep all of your content in one table, unless there is some compelling reason to separate the content. (Simply filtering would not be a good enough reason).
With multiple tables, you would likely end up with an inefficient & redundant database that would end up creating vast amounts of unnecessary work for you and your team.
While you could use views to segment your content, using interfaces would be even more efficient & powerful, because interfaces give many more ways of filtering content than normal views do.
Yes, you would want to create a tasks table and a task templates table to generate tasks. Just like above, you would not want to separate different content types into different tables.
You mentioned Zapier in your post above, but if you require external automations, I would STRONGLY recommend against using Zapier. Make is INFINITELY more powerful & customizable than Zapier, yet Make is SIGNIFICANTLY CHEAPER than Zapier. I wrote an entire post here comparing Make vs. Zapier.
Hope this helps! I have created many advanced content production systems for clients, so if you’d like to hire an expert Airtable consultant to help you with anything Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld
Dec 29, 2024 04:13 AM
re: Content Table: Should I create one table for all content (e.g., podcasts, articles, newsletters, etc.) and use views to segment them? Or is it better to have separate tables for different types of content (e.g., one for podcasts, one for articles)?
Hmm, how many distinct fields does each type of content have? If they mostly overlap, e.g. they all only have an 'Assignee', 'Due Date', 'Notes' fields for a simple task management system, then you could use a single table, yeah
If each type of content has very distinct field types (and thus different workflows), e.g. maybe Podcasts has 'Guest', 'Host', 'Studio', and Newsletters have 'Call to action link', 'Open rate' etc, then it might be worth considering keeping them in different tables instead, does that make sense?
If you're not sure, just stick'em all in one table for now and see how it goes; if it's an issue it'll become pretty apparent and you can split them out later if needed!
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re: Content Table: If I go with a single table, how would this impact task management?
I'm imagining each Task record in the Tasks table would be linked to a single Content record, so this should be fine? Do you have any specific concerns about this?
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re: Task Management: My idea is to have a tasks table and a task templates table to generate recurring tasks. Would it make sense to create separate task-related tables for different content types (e.g., podcasts vs. articles), or can everything live in one?
A single tasks table makes sense here as the fields should be the same for each task, regardless of what type of task it is
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re: Workflow Automation: Are there best practices for automating recurring workflows or generating task templates in Airtable?
For task templates, check out Record Templates: https://support.airtable.com/docs/using-record-templates-in-airtable
Similar to using the Task Templates table you mentioned, but are easier to set up and you can put in relative dates easily
If you could talk more about the recurring workflows bit I'd be happy to suggest something! If this is in relation to the second review of articles, you could try using a formula field to calculate the second review date using the 'DATEADD' formula with the article publishing date, and then use an automation to trigger off of that formula field?