How to use Airtable (Ultimate Guide for Businesses) скачать в хорошем качестве

How to use Airtable (Ultimate Guide for Businesses)

☎️ 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... 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 Follow me on Twitter:   / rmhildebrandt   ---- 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)