Scribd
Upload
63 views23 pages

How To Use Airtable Tool

Uploaded by

tejpal chawla
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
63 views23 pages

How To Use Airtable Tool

Uploaded by

tejpal chawla
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
You are on page 1/ 23

AirTable user guide

Connect everything. Achieve anything


 Table of contents

• 1. Purpose

• 2. Use Case- with example + 1 our customized use case.

• 3. Feature list with plans

• 4. Pricing

• 5. Specifications

• 6 Usage guide

• 7. FAQs
1. Purpose

‘Airtable’ enables you to easily create a database that holds the


information that matters for your work, then use it to power the
visualizations, processes, and integrations that comprise a custom
application that is truly unique to you. The main advantages of
Airtable are its familiar collaboration space, easy-to-use interface,
and customizable system. Airtable's spreadsheet interface allows
anyone who uses Excel to quickly and easily adapts to the solution.
2. Use Cases

• Accounting • Project Management


• CRM & Sales Dashboards • Appointment Management
• CRM & Sales Reports • Opportunity Management
• CRM Analytics • Lead Management
• Document Management • Workflow Management
• Invoice • Dashboard
• Performance Management
• Lead Scoring
• Product Database
• Pipeline Management
3. Features

• Interface ‘DesignerNEW’. Turn your base into a working product.

• Explore different ways to view data.

• Simplify and streamline workflows.

• Sync data across teams and tables.

• Visualize impact right in ‘Airtable’.

• Customized Fields.
3. Features

• Filter, Sort, and Rearrange Records.

• Customized Views.

• Link Records Between Tables.

• Relational Database Functionality.

• Data Synchronization.

• Tags and Keywords.

• Email integration.
3. Feature list with Plans

 Basic Plan- Free  Plus Plan - Paid


• Unlimited bases • Unlimited bases
• 1,200 records/base • 5,000 records/base
• 2GB attachment space/base • 5GB attachment space/base
• 2 weeks of revision and • 6 months of revision and
snapshot history snapshot history
3. Feature list with Plans

 Pro Plan- Paid

• Unlimited bases
• 50,000 records/base
• 20GB attachment space/base
• 1 year of revision and snapshot history
• Priority support
• Custom branded forms
4. Pricing
5. Specifications
6. Usage guide
• Blogs
• https://blog.airtable.com/

• Guide
• https://www.airtable.com/guides

• Article
• https://www.airtable.com/articles

• Youtube
• https://www.youtube.com/watch?v=p1-0QVWa5ZU
• https://www.youtube.com/watch?v=zEOX3i4UWZg
Popular Extensions

Miro
Jira
Clearbit
Loom
Formstack
Chart
Map
Scripting
Org Chart
Page Designer
Popular Solutions

Marketing
Product Operations
Human Resources
Sales
Operations
Content Operations
Finance
Solutions to empower every team

Customize the right workflows to fit your needs and


help your team find success with Airtable.
7. Frequently Asked Questions- FAQs
What kind of system is Airtable?

Airtable is a cloud-based project management


solution targeting small to midsize businesses as well as
departments within larger companies. This system focuses
primarily on data organization and collaboration. The system
uses a spreadsheet format to organize data.
How much data can Airtable handle?

• 50,000 records

• Airtable's Pro plan is capable of serving major enterprises.


Databases can hold up to 50,000 records, and each base
provides up to 20 GB of storage. Plus, your ability to see
revision history goes back as far as one year.
What is so special about Airtable?

At its core, Airtable allows you to easily create a database that


holds the information that matters for your work, then use it to
power the visualizations, processes, and integrations that make
up a custom application that's truly unique to you.
Can Airtable see my data?

• Airtable is committed to protecting the privacy and security


of your data. To do this, Airtable uses 256-bit SSL/TLS
encryption both when data is transmitted between Airtable and
your browser, as well as when data is stored on their servers. At
rest, your content is protected with 256-bit AES encryption.
What is the advantage of Airtable?

In short, Airtable is a platform that makes it easy to build


powerful, custom applications. These tools can streamline just
about any process, workflow, or project—and best of all, you can
build them without ever learning to write a single line of code.

https://www.airtable.com/guides/start/what-is-airtable
Why is Airtable better than Excel?

The major difference between the two is that Excel templates


often serve for calculations, and Airtable templates are
better suited for workflows. A typical Excel template is a
document with all the complex formulas and data visualizations
set up and waiting for your data.

• Ref.
https://blog.coupler.io/airtable-vs-excel/#The_biggest_difference
What are the cons of Airtable?

Limited Project Management Features


Although Airtable simplifies the manipulation of data, some users
are not able to make connections among tables like from a full-
blown database to create the customized project management
features they need.
Who is Airtable competitor?

Other important factors to consider when researching alternatives


to Airtable include features and project management. We have
compiled a list of solutions that reviewers voted as the best
overall alternatives and competitors to Airtable,
including Quickbase, ClickUp, Salesforce Platform, and
Ninox.

You might also like