![]() In fact, Airtable is so popular for Project Management, they have organized some great Templates that can get you started on the right foot.Īirtable Templates - Project Management Use Airtable as a CRM (Customer Relationship Management)Īirtable can also be used as a CRM tool for managing customer information and interactions. You can track tasks, assign team members, set due dates, and more. For instance, some of the most common use cases for Airtable are as follows: Use Airtable for Project ManagementĪirtable can be used to create a custom project management system. What is Airtable Used For?Īirtable is a versatile tool that can be used for a variety of purposes. Lastly, Airtable has extensions, scripts, and integrations so that other systems can utilize the data stored in Airtable. Airtable also offers a variety of features to help you manage your data, such as the ability to duplicate tables, import data from other sources, and more. You can create tables and fields to organize your data, and you can also use formulas to calculate values. Now you've built your first relational database! How to Use Airtable as a DatabaseĪirtable can be used as a database to store information in a variety of formats, including text, numbers, and images. In Airtable, you can link the two tables via an 'owner' field on each prospect. Another table has a list of sales reps that can be assigned as the 'owner' of multiple prospects. One table has a list of prospects, including company name, potential revenue, and a contact email address. For example, you could use Airtable to store information about sales prospects and sales reps. In Airtable, you can link together tables of data by specific columns using mainly via the "Link to Another Record" field. This type of database is often used for managing customer information, product data, and website content. By definition, a relational database helps you store and manage your data by organizing it into tables which are then linked together by specific columns. A database has fields and those fields are of a certain type, allowing the system to reject data that is not correct or in the correct format for other systems to process. ![]() date, currency, number, etc.) but setting up validation for each column in a spreadsheet can be difficult and flaky. You can format data in a spreadsheet (i.e. This allows you to use your data in other applications to improve your business process. Databases are often used for storing information about customers, products, or employees in a consistent structure so that the data can be accessed by other systems.Ĭompared to a spreadsheet, a database has several advantages:ġ) A database is more durable to change than a spreadsheet.Ī database stores data in a consistent format, while a spreadsheet can become corrupted if it is not updated correctly.Ģ) A database can be used by other systems.Ī database can be accessed by software applications such as customer relationship management (CRM) systems or accounting software. A database can be divided into tables and fields, which allows you to store information logically. While spreadsheets are powerful and familiar tools, they fall short of a reliable and durable data source.Ī database is a collection of data that can be accessed by software applications. Spreadsheets are often used for financial calculations, organizing data, and creating charts and graphs. How is Airtable Different Than a Spreadsheet?Ī spreadsheet allows you to organize data in rows and columns. In this post, we'll give an overview of what Airtable is and how you can get started using it. Capabilities once only available to developers are now accessible by the modern business professional. ![]() You can access Airtable on your computer or phone, and it's easy to use.Īirtable made creating and hosting a cloud database feel as simple as creating a spreadsheet. It can be used for a variety of purposes, such as creating to-do lists, tracking expenses, managing projects, and more. The Feedback Session table has a linked record field, Features Requested/Complaints Mentioned, to the Features/Complaints table.Airtable is a cloud-based software that helps you organize and manage your data. If we look at the User Studies template as an example: Generally, when dealing with linked records, rollups, lookups or other array type values, Airtable treats them as strings in the formula engine. ![]() When using FIND() on a linked record field, you have to search by primary field value of the foreign record (the one you see in the UI). ![]()
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