Guide to Airtable – Data Management & Automation

Table of Contents

Introduction

Airtable is a data management and automation tool that can help you enhance your operational efficiency on a personal and/or organizational level. Should any of the below use cases of Airtable be relevant to you, view our tutorials on the basics and applications of Airtable.


✔️ Collect, manage, and view the data of your stakeholders, event, and programs etc. for more efficient stakeholder communication, event management, and impact reporting
✔️ Consolidate and connect the data and information related to your stakeholders and programs in one place
✔️ Segment your stakeholders
✔️ Create survey forms to enhance your impact assessment or reimbursement forms for your employees
✔️ Accumulate data and build visual dashboards for impact reporting
✔️ Share project updates with your team or external parties
✔️ Automate email correspondences and event reminders etc. for your stakeholders and project updates for your team
✔️ Manage your editorial or marketing calendar

✔️ Integrate external software with Airtable to serve a variety of purposes.

Please note that the video recordings are retrieved from FSI Academy’s Capacity Building for the Social Impact Space webinar held on 4 May 2023.

1) Introduction – Why Airtable?

2) Basic Terms & Navigating Views on Airtable

3) Create Linked Fields

4) Automate your workflow

5) Using extensions & connect your Airtable with other apps

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