How to use Airtable (Ultimate Guide for Businesses)

Free resources to automate your business:

💰 The No-Code, 100% Automated CRM (customize it yourself or have us install it for you): https://opskings.gumroad.com/l/crm

☎️ Book an Automation Demo (pick a system in your business, we'll show you what we can build in real-time)
https://calendly.com/ryan-opskings/au...

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Want to know how to set up Airtable for your business? In this SUPER long tutorial, I go over our full Airtable roadmap:

0:00 Intro - How to Automate Your Business With Airtable
0:49 The 3 audiences for your AirTable 'source of truth'
4:40 The philosophy of AirTable (manufacturing) & benefits
13:38 Phase 1: Determine System Archetype
26:30 Phase 2: Create Data Architecture (table structure)
46:16 Phase 3: Team Dashboards
1:14:10 Phase 4: Volume-Specific KPIs
1:40:00 Phase 5: Task Archetypes
1:49:00 Automating & Getting Our Help

1) How to identify your "System Archetypes" for your business (whether you run a flooring company or a UGC agency, or anything in between)
-why the archetype is far more important than your industry
-common KPIs, AirTable table structure, etc for each archetype
-how the system archetype affects your AirTable base structure

2) How to design tables & fields for your AirTable base
-whether these are number/text/date fields, linked fields between tables, or calculated (ie: rollup, lookup, formula fields)

3) Choosing the right AirTable views (ie: kanban vs grid vs grouped grid vs card views, and when to think about choosing each)
-why you should pick views before interfaces, and the difference/pros/cons of interfaces in AirTable vs views
-identifying the different "jobs to be done" in your business, and why you need specific views for each role and job to be done

4) Designing useful interfaces/KPIs/graphs
-when to choose a line graph vs bar graph vs pie chart
-timeframes
-grouping
-AirTable graph type limitations

5) The philosophy of AirTable
-modeling your "production pipeline" like a manufacturing facility
-3 different types of audiences for your AirTable build
-finding a single source of truth
-why "where you update data" and "where you see it" could be different, and how to deal with that

6) When you should automate (with Make, N8N, Zapier, Pabbly etc)