Categories
Entrepreneurship

How to use Airtable | Getting Started for Startups & Small Business (Airtable Tutorial) [Video]

In this Airtable tutorial, I walk you through how to get started, navigate through and leverage many of Airtable’s incredible functions so that you can better manage and organize your different databases.👉 Get started with Airtable here ➜https://airtable.com/This Airtable tutorial is focused on helping startups, micro, and small business get up and running with Airtable.If you don’t know what Airtable is, it’s essentially an all-in-one visual database management system for dynamic businesses. Read my comparison article on Asana vs Airtable here:https://stewartgauld.com/airtable-vs-asana/ Read my comparison article on Asana vs Monday here:https://stewartgauld.com/airtable-vs-monday/My favorite Airtable capabilities and features:- Feature-packed free plan.- Customisable fields and records.- Extensions for visualizing data.- Customisable views.- Sharing capabilities.- Highly customizable databases (bases).- Fun and easy to use. Looking for a simple, understandable, and actionable road map for small business success online? Make sure you get our all-in-one small business playbook (linked below) 📚 👉 https://godigitalnow.store/products/go-digital-now-the-ultimate-small-business-playbook-ebook Today we navigate through the below chapters for this Airtable tutorial:0:00 Intro01:06 Getting started with Airtable01:21 Airtable prices02:21 Airtable home02:31 Workspaces03:13 Base templates04:16 Databases (bases structure)06:05 Customize bases06:25 Customize tables07:42 Add rows/records09:15 Edit fields09:43 Add subtasks10:55 Add date field11:58 Add users13:11 Manage views15:21 Extensions (visual dashboards)16:13 Automation17:46 Link database18:14 Capture data with forms18:47 Integrations19:19 Outro Are you interested in joining our small business community?Join us to receive actionable tips, tutorials, and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauldLet me know if you found this Airtable tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.Thanks for watching and enjoy!#airtable #database

Categories
Entrepreneurship

How to Send Calendly Invites to Airtable Using Make.com (Save $1000/y in Zapier) [Video]

In this tutorial video, we’ll show you how to create an automation using Make.com (formerly Integromat) that will send new Calendly invitee data directly into your Airtable CRM without creating loops. This Airtable CRM includes information on companies, contacts, and interactions, and with this integration, you can easily streamline your workflow and improve your productivity.We’ll walk you through each step of the process, including how to get all custom fields and custom questions into the Make scenario. This is a crucial step to ensure that your automation works seamlessly and captures all the data you need.By following our tutorial, you’ll be able to replace your Zapier zap and create a more efficient and streamlined workflow. With Make.com, you can easily automate repetitive tasks, freeing up time to focus on more important tasks that require your attention.So if you’re looking to improve your productivity and streamline your workflow, be sure to watch our tutorial video on how to send Calendly invites to Airtable using Make.com.I hope you loved that video! Hit the subscribe button and smash the like button. If you have any questions or have a question you want answered, throw it in the comments section!!🚀 Request a Consultation with us➔ https://www.optimizeis.com/mainAIRTABLE HELP🚀 Request a Consultation here➔ https://www.optimizeis.com/mainSign up for Airtable for Free➔ https://airtable.com/invite/r/YYUWaL1bGet an On2Air Product➔ https://on2air.com/?via=beenMY FAVORITE SOFTWARE🖥How I Built My Business (Airtable) https://airtable.com/invite/r/YYUWaL1b💌How I Communicate with My Remote Teams (Slack) https://slack.com/create#email📸How I Grow My YouTube (Tube Buddy) https://www.tubebuddy.com/optimizeis📈How I Make Business & Social Media Dashboards https://databox.com?fp_ref=optimizeis📩How I Set Up Email for Myself and Clients (ActiveCampaign) https://www.activecampaign.com/?_r=1RFUVNU3🎥GET MY GEAR⌨️Get My Entire Office➔ https://kit.co/bengreen/get-my-favorite-remote-tech-office-gear📚Get My Favorite Books➔ https://kit.co/bengreen/my-favorite-booksSAY HI🧪Subscribe to my YouTube ➔ https://www.youtube.com/channel/UCKzrQ_ne_qO7UoFk0yKq4lA?sub_confirmation=1👥 LinkedIn Page➔ https://www.linkedin.com/company/68158151/admin/🐦 Twitter ➔ https://www.linkedin.com/company/68158151/admin/📸 Instagram ➔ https://www.instagram.com/bengreen16/?hl=en📰 Facebook Page ➔ https://www.facebook.com/OptimizeISWHO AM I?My name is Ben Green, I am the CEO of Optimize IS. We help remote teams, small businesses, startups, and other small teams set up the information systems that run your business when you sleep. This allows you to save time, save money, be more efficient, and work in your zone of genius.We do this though implementing “best practice” processes with the most integrated software stack to back up the processes. We implement software tools like Airtable, Asana, Slack, Toggl, Active Campaign, Process Street, JotForm, Zapier, and many more to make your business run smoothly. Also, we use methods such as database implementation, workflow automation, and systems integration. We have experts on our team in Airtable Consulting, Zapier Consulting, and Systems Integration.You can learn more on our website (https://www.optimizeis.com/main). Here are some more benefits of our Automation Consulting:• Reliable automation frees countless hours• Streamlined workflows for better efficiency• Increase revenue by eliminating faulty and inefficient systems • Solutions suitable for non-tech savvy users• Done-for-you, customized optimization of all processes• Easy to use automation with little or no coding required• Optimizing your software stack eliminates wasteful redundancies*note: There may be affiliate links in this description or video*#bengreen #automation #optimizeis #airtable #zapier

Categories
Entrepreneurship

Automated Sales CRM Tutorial – Step By Step in Airtable [Video]

Want an automated sales CRM tutorial? You are in the right place! In our previous video, we used Miro to map out the CRM database design for our Airtable CRM. In this video, we’ll be diving deeper into the capabilities of Airtable and how they can help streamline your sales process.In this series we’ll cover everything from setting up automated email sequences, creating custom workflows, and integrating with other tools to enhance your sales pipeline. You’ll learn how to save time, increase efficiency, and close more deals with the power of automated sales CRM.Whether you’re new to Airtable CRM or looking to take your automation game to the next level, this tutorial has something for you. Stay tuned for our next video, where we’ll show you how to take your Airtable CRM to the next level with advanced automation techniques.So, if you’re ready to supercharge your sales process and get the most out of your Airtable CRM, be sure to watch this tutorial now!I hope you loved that video! Hit the subscribe button and smash the like button. If you have any questions or have a question you want answered, throw it in the comments section!!🚀 Request a Consultation with us➔ https://www.optimizeis.com/mainAIRTABLE HELP🚀 Request a Consultation here➔ https://www.optimizeis.com/mainSign up for Airtable for Free➔ https://airtable.com/invite/r/YYUWaL1bGet an On2Air Product➔ https://on2air.com/?via=beenMY FAVORITE SOFTWARE🖥How I Built My Business (Airtable) https://airtable.com/invite/r/YYUWaL1b💌How I Communicate with My Remote Teams (Slack) https://slack.com/create#email📸How I Grow My YouTube (Tube Buddy) https://www.tubebuddy.com/optimizeis📈How I Make Business & Social Media Dashboards https://databox.com?fp_ref=optimizeis📩How I Set Up Email for Myself and Clients (ActiveCampaign) https://www.activecampaign.com/?_r=1RFUVNU3🎥GET MY GEAR⌨️Get My Entire Office➔ https://kit.co/bengreen/get-my-favorite-remote-tech-office-gear📚Get My Favorite Books➔ https://kit.co/bengreen/my-favorite-booksSAY HI🧪Subscribe to my YouTube ➔ https://www.youtube.com/channel/UCKzrQ_ne_qO7UoFk0yKq4lA?sub_confirmation=1👥 LinkedIn Page➔ https://www.linkedin.com/company/68158151/admin/🐦 Twitter ➔ https://www.linkedin.com/company/68158151/admin/📸 Instagram ➔ https://www.instagram.com/bengreen16/?hl=en📰 Facebook Page ➔ https://www.facebook.com/OptimizeISWHO AM I?My name is Ben Green, I am the CEO of Optimize IS. We help remote teams, small businesses, startups, and other small teams set up the information systems that run your business when you sleep. This allows you to save time, save money, be more efficient, and work in your zone of genius.We do this though implementing “best practice” processes with the most integrated software stack to back up the processes. We implement software tools like Airtable, Asana, Slack, Toggl, Active Campaign, Process Street, JotForm, Zapier, and many more to make your business run smoothly. Also, we use methods such as database implementation, workflow automation, and systems integration. We have experts on our team in Airtable Consulting, Zapier Consulting, and Systems Integration.You can learn more on our website (https://www.optimizeis.com/main). Here are some more benefits of our Automation Consulting:• Reliable automation frees countless hours• Streamlined workflows for better efficiency• Increase revenue by eliminating faulty and inefficient systems • Solutions suitable for non-tech savvy users• Done-for-you, customized optimization of all processes• Easy to use automation with little or no coding required• Optimizing your software stack eliminates wasteful redundancies*note: There may be affiliate links in this description or video*#bengreen #automation #optimizeis #airtable #zapier

Categories
Entrepreneurship

Creating a Yearbook Database & Building Apps For People | Off The Record [Video]

Want to create a yearbook database for a new class or want to bring your yearbook back to life? In this video Chris Dancy shares how method of creating a yearbook database to connect different members of his high school class. Creating a yearbook database is a fantastic example of building apps with Airtable’s connected app platform for good. I hope you loved that video! Hit the subscribe button and smash the like button. If you have any questions or have a question you want answered, throw it in the comments section!!🚀 Request a Consultation with us➔ https://www.optimizeis.com/mainAIRTABLE HELP🚀 Request a Consultation here➔ https://www.optimizeis.com/mainSign up for Airtable for Free➔ https://airtable.com/invite/r/YYUWaL1bGet an On2Air Product➔ https://on2air.com/?via=beenMY FAVORITE SOFTWARE🖥How I Built My Business (Airtable) https://airtable.com/invite/r/YYUWaL1b💌How I Communicate with My Remote Teams (Slack) https://slack.com/create#email📸How I Grow My YouTube (Tube Buddy) https://www.tubebuddy.com/optimizeis📈How I Make Business & Social Media Dashboards https://databox.com?fp_ref=optimizeis📩How I Set Up Email for Myself and Clients (ActiveCampaign) https://www.activecampaign.com/?_r=1RFUVNU3🎥GET MY GEAR⌨️Get My Entire Office➔ https://kit.co/bengreen/get-my-favorite-remote-tech-office-gear📚Get My Favorite Books➔ https://kit.co/bengreen/my-favorite-booksSAY HI🧪Subscribe to my YouTube ➔ https://www.youtube.com/channel/UCKzrQ_ne_qO7UoFk0yKq4lA?sub_confirmation=1👥 LinkedIn Page➔ https://www.linkedin.com/company/68158151/admin/🐦 Twitter ➔ https://www.linkedin.com/company/68158151/admin/📸 Instagram ➔ https://www.instagram.com/bengreen16/?hl=en📰 Facebook Page ➔ https://www.facebook.com/OptimizeISWHO AM I?My name is Ben Green, I am the CEO of Optimize IS. We help remote teams, small businesses, startups, and other small teams set up the information systems that run your business when you sleep. This allows you to save time, save money, be more efficient, and work in your zone of genius.We do this though implementing “best practice” processes with the most integrated software stack to back up the processes. We implement software tools like Airtable, Asana, Slack, Toggl, Active Campaign, Process Street, JotForm, Zapier, and many more to make your business run smoothly. Also, we use methods such as database implementation, workflow automation, and systems integration. We have experts on our team in Airtable Consulting, Zapier Consulting, and Systems Integration.You can learn more on our website (https://www.optimizeis.com/main). Here are some more benefits of our Automation Consulting:• Reliable automation frees countless hours• Streamlined workflows for better efficiency• Increase revenue by eliminating faulty and inefficient systems • Solutions suitable for non-tech savvy users• Done-for-you, customized optimization of all processes• Easy to use automation with little or no coding required• Optimizing your software stack eliminates wasteful redundancies*note: There may be affiliate links in this description or video*#bengreen #automation #optimizeis #airtable #zapier