Hi everyone! I’m new to Airtable and could use some advice. My company just decided to use it for everything - customer info, orders, tasks, and HR stuff. They put me in charge of setting it up.
I’m looking for tips on which add-ons or apps might help streamline things. There are so many options, it’s a bit overwhelming!
What are your go-to Airtable extras for managing different types of data? Any must-haves for a newbie trying to set up a system from scratch?
Thanks in advance for any suggestions! I’m excited to learn but definitely need some guidance to get started.
Welcome to the Airtable world, Ethan. Having set up systems for multiple teams, I’d recommend starting with the Calendar and Gantt view add-ons. They’re invaluable for visualizing tasks and project timelines. For HR, the Page Designer is excellent for creating professional-looking reports and summaries. Don’t overlook the power of Automations - they can save hours on repetitive tasks like sending notifications or updating records. Start simple and gradually incorporate more complex features as you become comfortable with the platform. Remember, the key is to tailor the setup to your company’s specific workflow rather than using every available add-on.
As someone who’s been using Airtable for a while now, I can tell you it’s a game-changer. For managing customer info and orders, I’d highly recommend the Stripe integration if you’re dealing with payments. It’s been a lifesaver for us.
One add-on that often gets overlooked is the Chart app. It’s fantastic for visualizing data and creating quick reports for management. We use it constantly to track sales trends and customer demographics.
For HR stuff, the Document Scanner app has been incredibly useful. It lets us quickly digitize and attach important documents to employee records.
Lastly, don’t underestimate the power of the Sync app. It’s great for keeping data consistent across different bases, which is crucial when you’re managing multiple aspects of a business.
Remember, start with the basics and gradually add more as you get comfortable. It’s a learning process, but totally worth it.
hey there! as a fellow airtable newbie, i totally get the overwhelm. for customer stuff, the contacts app is awesome. scripts are cool for automating tasks. and dont forget about forms - they’re great for collecting data from ur team. good luck with the setup!