Why I’m Loving Airtable as a Business Owner

October 19, 2023

"Why I'm Loving Airtable" is written in white text on a dark purple background beside a photo of Christi sitting on a green couch recording her podcast. Christi is wearing glasses and a white sweatshirt. She is smiling down at the microphone.

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Today, I’m sharing how Airtable has revolutionized the way I approach content planning, task management, and launch coordination in my business. Prepare to discover why Airtable is a must-try tool that could take your business to the next level.

Introduction: Why I Fell in Love with Airtable

My journey with Airtable began with skepticism. As someone with ADHD, I have a particular need for user-friendly tools. When my software engineer husband raved about Airtable, I was hesitant. Excel was my comfort zone, and I was worried about a steep learning curve.

However, curiosity led me to give Airtable a shot, and it turned out to be a game-changer. The turning point was seeing one of my clients effortlessly using Airtable to organize her business. What caught my eye was its exceptional ability to streamline various tasks.

Content Planning: Excel on Steroids

At first glance, Airtable might seem like Excel, but it’s Excel on steroids, packed with dynamic features. Here’s how it’s transformed my content planning:

Expanding Your Horizons

Imagine Excel’s cells, and now imagine those cells expanding into a document-style format. In Airtable, you can do precisely that. This feature not only facilitates content organization but also enhances creativity. You can format text, insert emojis, and create engaging content plans with ease.

Streamlined Edits

One of my favorite aspects of Airtable is how it simplifies the editing process. Unlike Excel, where you’re often juggling comments and updates, Airtable lets you edit descriptions directly within the cells. It’s intuitive and user-friendly, making content management a breeze.

Multi-Select Magic

Multi-select is a hidden gem in Airtable. If you’re coordinating content across various platforms, like Facebook and Instagram, this feature is a godsend. It allows you to create dropdown lists with multiple options, making it simple to categorize and organize your content.

For example, if you’re planning a social media campaign, you can use multi-select to tag posts with various themes, such as “Promotions,” “Educational,” or “Inspirational.” This feature offers the flexibility to manage content in a way that suits your business needs.

Copy Management: Linked Records for the Win

Airtable’s versatility doesn’t end with content planning. It extends to copy management, thanks to linked records. This feature ensures that changes made in one place automatically update across all linked records.

Imagine you’re working on a marketing campaign that involves using the same copy across multiple platforms. In Airtable, you can create a linked record for that copy. Now, if you need to make a change to the copy, you only have to do it once, and it’s automatically reflected everywhere the copy is used. This not only saves time but also reduces the risk of overlooking updates in different places.

Task Management: The Ultimate Game-Changer

Airtable’s capabilities extend to task management, and it’s nothing short of a game-changer. The level of customization and user-friendliness it offers sets it apart:

Flexible Assignments

Whether you’re a solopreneur, working with a small team, or managing a large organization, Airtable accommodates your needs. Assigning tasks is a breeze, and you can tailor your setup to fit your specific requirements.

For example, if you’re a content creator, you can assign tasks to yourself and your team members, specifying who’s responsible for what. You can even assign due dates, priorities, and other details to keep your tasks organized.

Status Updates

Airtable’s task management is highly customizable, allowing you to create custom statuses for tasks. It’s akin to other popular task management tools like Asana or ClickUp. You can use statuses like “To-Do,” “In Progress,” “Review,” and “Completed” to keep track of your tasks at a glance.

For instance, if you’re planning a product launch, you can create a task list with statuses like “Product Development,” “Marketing,” “Testing,” and “Launch.” As your project progresses, you can move tasks from one status to another, providing a visual representation of your project’s progress.

Launch Management: Your Comprehensive Calendar

Airtable simplifies launch coordination with its calendar feature. This intuitive tool allows you to keep track of all your crucial dates and events in one place.

Let’s say you’re planning the launch of a new online course. You can use Airtable’s calendar to set up the course launch date, promotional activities, email campaigns, and even post-launch follow-ups. Having everything neatly organized in a visual calendar provides a clear overview of your launch schedule.

**Client Calls: Simpl

ified and Streamlined**

Airtable has further streamlined my business by serving as a central hub for client call records. If you’re like me, you may have previously relied on various tools, like Google Docs or spreadsheets, to document call details and notes. With Airtable, it’s all in one place, making note-taking and organization a breeze.

When you have client calls scheduled, you can create a record for each call, complete with details like the date, time, agenda, and participants. The long-text field in Airtable’s records allows you to take comprehensive notes during the call. You can even use bullet points, bold text, and emojis to capture the conversation’s essence.

This consolidated approach not only keeps your call records neatly organized but also simplifies the process of revisiting them. Whether you need to follow up on action items, track progress, or reference previous discussions, Airtable has you covered.

Visual Appeal: Color-Coded for Fun

Airtable offers more than just functionality—it’s visually appealing and fun to work with. You can use color-coding to make your workspace not only efficient but also enjoyable.

For example, you can color-code tasks based on priority, giving you a quick visual overview of what needs immediate attention and what can wait. This feature not only enhances organization but also adds a touch of personalization to your workspace.

Conclusion: The Ultimate Task Management Tool

If you’re in search of a dynamic task management tool that’s adaptable and user-friendly, Airtable is your answer. I love it because it offers the flexibility of Asana and ClickUp but with the added benefit of customizing your setup according to your unique needs.

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