5 Airtable Automation Tips to Boost Your Small Business Productivity

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Today we’re going to dive into one of my favorite tools, that’s right, Airtable, and discuss my top five ways to automate your business processes with it. If you’re not familiar with Airtable, it’s a powerful spreadsheet and database hybrid that allows you to organize and manage your data in a variety of ways.

If we haven’t met before, my name is Jacqui Money. I’m the co-owner of Virtual Duo Consulting. I live in an off-grid, tiny house in South Africa. I’m building a food forest. I’ve got five beautiful big dogs, and a husband named Warren, who’s even more introverted than I am.

And I love helping women run and scale big businesses with tiny teams and custom backend systems. I mean, that’s what I absolutely love doing. I believe everything can be simpler and easier and tinier so that we can all live bigger, better lives. So if putting your business on autopilot is of interest to you, then stick around and let’s get into it

#5 Task Management

By setting up automated workflows within Airtable, you can streamline your task management processes and save yourself valuable time. For example, you can set up an automation that sends you a reminder email when a task is due or automatically assigns the task to team members based on predefined criteria.

Kate, a freelance graphic designer we worked with was struggling to keep track of all her ongoing projects. We helped her set up an Airtable base that included columns for project name, client name, deadline, and status. We then set up an automation that sent her a reminder email when the project was due within the next 24 hours.

This simple automation helped her stay on top of her workload and complete projects on time.

#4 Content Creation

Airtable can be used to create an editorial content calendar that includes all your content, ideas, deadlines, and status updates. You can then use automation to remind you when the content is due, assigned tasks to team members, and even schedule posts to social media.

We worked with Mark who was running a small digital agency and struggling to keep track of all their content creation efforts. We helped them set up an Airtable base that included columns for content, topic, deadline, writer, editor, and status. We then set up an automation that reminded the team members responsible for each task when it was due and sent a notification to the editor when a draft was ready.

This streamlined the content creation process and helped the agency meet its deadlines.

#3 Managing Inventory

If you’re running an e-commerce store or managing a warehouse, you can use Airtable to track inventory levels, restock orders, and even receive alerts when inventory levels are running.

You can also use automation to notify team members when an order is ready to be shipped or when new inventory arrived. Jane was a small e-commerce store owner who was struggling to keep track of inventory levels. We helped her set up an Airtable base that included columns for product name SKU quantity and supplier.

We then set up an automation that notified her when inventory levels were running low and sent a restocking order to the supplier automatically. This helped Jane stay on top of her inventory levels and avoid running out of stock

#2 Customer Relationship Management

With Airtable, you can create a database that includes customer information, order history, and other important details.

You can then use automation to send follow-up emails after a purchase, create targeted marketing campaigns, and even track customer interactions with your business. Another client we worked with, her name was Vanessa, was running a small consulting business and struggling to manage her customer relationships.

We helped her create an Airtable base that included columns for customer name, email, phone number, and con consultation notes. We then set up an automation that sent a follow-up email to customers after the consultation, thanking them for their time and providing additional information about the consulting service.

This helped the clients stay in touch with their customers and improve overall customer relationship management efforts.

#1 Client Onboarding

This is my all-time favorite! With Airtable, you can create custom forms to collect client information and automatically populate your database with that information.

You can also set up automated workflows that send follow-up emails to clients at specific intervals, ensuring that they’re engaged and informed throughout the onboarding process. Another one of my clients, Michelle, was a life coach who was spending a lot of time manually collecting client information and sending out follow-up emails.

We helped to create a custom Airtable form that collected all the necessary client information, such as name, email, and coaching goals. We then set up an automation that sent a follow-up email to clients after they filled out the form, welcoming them to the coaching program and providing additional information about what to expect.

 So there you have it, my five ways of automating your business processes with Airtable. By using this powerful tool, you can streamline your workflows, save time, and improve the overall efficiency of your business.


  • If this brought up more questions than answers, the next step for you is to get my FREE ZERO FLUFF Onboard Like a Pro Checklist and let’s keep on talking about systems, automation, and how I can help you grow and scale your business without burning out.
  • Want to work with #VirtualDuo to get your custom client management system, coaching system, scheduling system, interview system or marketing system set up? Check out our Systems Makeover Magic VIP Day

Affiliate Disclaimer: Some links go to my website or are affiliate links where I’ll earn free stuff, a small commission, or good karma if you make a purchase. There is no additional cost to you for using these links, but it does help support me, and this content…and (sometimes) give you discounts, too!

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