Best AirTable Template Examples for Small Businesses

Best AirTable Template Examples for Small Businesses

Airtable Templates

View template

What is Airtable

Airtable is a cloud-based tool that allows you to create records which are like rows in spreadsheets. It’s like Google Docs for your data. You can use it as an online database or simply as a way to manage any type of data in your company.

Airtable is a source of truth for any business and it’s the best way to organize your data. If you want to access your information from anywhere in the world, then you need something that works across all platforms. That's where Airtable comes into play. It allows you to create custom forms with fields that sync between multiple apps or even web browsers. You can also share these forms with anyone who has permission to view them.

How does this work with my business?

You can easily integrate Airtable into any website using our API. Once integrated, It gives your entire team the ability to have a single source of data that syncs with other apps like Google Sheets or Excel so your data can be shared between multiple users.

You can also share your work publicly via their website which makes collaboration easy and providing a single source of truth for your team.

What can I manage with Airtable?

Airtable lets you build anything from simple contact lists to complex event calendars. Here are some ideas on what you could put together in Airtable:

  • Contact Lists - Create a list of people and keep track of important details about each person/company. This includes things such as phone numbers, email addresses, websites, social media profiles, notes, etc.
  • Event Calendars – Keep track of events by creating different calendar entries for every day of the year. Add links to photos, videos, documents, maps, locations, etc.
  • Forms – Use Airtable to collect customer feedback, sign up customers, send out newsletters, ask questions, etc.
  • Quizzes – Ask random questions to gather insights from your audience. Then analyze the results later.
  • Surveys – Send out survey requests to your clients, employees, friends, family members, etc.
  • Spreadsheets – Track inventory, sales figures, budgets, expenses, etc. Tasks & To-Do List – Manage tasks, projects, appointments, meetings, etc.
  • Time Management – Set reminders, time tracking, deadlines for all of your team
  • Workflows – Automate repetitive processes within your company. For example, if someone sends you an invoice, automatically add it to your bank account. Or when someone submits a form, have another employee review it before sending it back.
  • Product management - product managers collate feedback for their product team to review 

Why do I need an Airtable template

Airtable templates allow you to get up and running faster and quicker than building the Airtable Base yourself. The great thing is you can customize the template to make it work the way you and your entire team want to.

Airtable Agency have a growing Template gallery that you can check out here - these are well designed templates that enable you to create the single source of truth for your business. 

By creating a good data structure for your records Airtable templates allow you to build your business for scale.