Airtable Templates: Key Types and Tips Simplified 101

• July 27th, 2021

Airtable Templates : Key Types & Tips

Even after having the requirement to manage huge chunks of data, organizations still use Spreadsheets for analysis, instead of Databases. They don’t opt for using Databases because these often require SQL scripting skills. And that is where Airtable comes in. It combines the Functionality of a Database and the Style of a Spreadsheet in such a manner that users are constantly aware of what is going on.

Airtable is a Cloud-Based Project Management Tool targeting small and medium-sized enterprises, as well as departments inside bigger corporations. This platform is primarily concerned with data organization and collaboration. Airtable claims to be able to “organize anything, with anybody, from anywhere.” Data that is related to one another can be linked together.

Moreover, Airtable provides an in-built feature called Airtable Templates. These Templates are idealized versions of Airtable Bases for the category of work they can be leveraged for. In a way, it reduces the task of designing the Base from the beginning. Instead, the user can select the appropriate Airtable Template according to the use case and customize it accordingly.

In this article, you will have information about the different categories of Airtable Templates. You will also gain a holistic understanding of the appropriate use cases of different Airtable Templates, and the skeleton of the Bases. Read along to have in-depth knowledge about Airtable Templates.

Table of Contents

Introduction to Airtable

Airtable Templates - Airtable Logo
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Airtable is a Spreadsheet-Database Hybrid, with the features of a Database but applied to a Spreadsheet. Users can store information in the form of Customized Spreadsheets that are visually appealing and easy to use. Along with that, relationships can be established among these Spreadsheets by just extending their functionality as Databases (Airtable Bases), thus increasing its flexibility and efficiency. 

The User Interface of Airtable is Straightforward, Colorful, and User-friendly. Its intuitive capabilities allow anyone to create a Database in minutes. You may use it to create a Database, set up column types, add records, link tables, sort records, organize tables, collaborate on information about anything, including employee directories, product inventory, and even student records. You don’t even need to know SQL, in fact not any kind of scripting. A few common use cases of Airtable are Content Calendar, Project Management, Event Planning, Product Catalog, Job Hunting, CRM, etc.

For further information about the services and usage of Airtable, please follow the Official Documentation.

Key Features of Airtable

  • Templates: For the Template gallery, Airtable has assembled a variety of pre-made Template Bases. They cover a wide range of basic use cases and are ideal starting points for creating your custom Bases.
  • Calendar Management: You can integrate your Calendar app with Airtable. If you use Airtable to plan and schedule, you can import information from Airtable to an external Calendar app that you’d like to keep in sync. You can even move your events from your Calendar into Airtable.
  • Social Media Integration: On integrating, Airtable allows you to easily manage your Personal or Business Social Media Profiles. You may also archive posts from your social media pages in a Database. You can also post to your Social-Media profile or Page from Airtable.
  • Customized Views: Airtable provides Customized views. You can use them according to the way you want to view the data. Some examples of views are the Grid View, Calendar View, Kanban View, etc.
  • Relational Database Functionality: The Bases in Airtable follow the functionality of the Relational Database. Data is stored in the form of Records (rows) and Fields (columns) in a Table. And the Tables are related through Linked Airtable Records.
  • Application Integration: Integrations help you automatically move information back and forth between Airtable and other apps. Airtable has built-in support for many popular Applications and a Robust API. Some of the Application Integrations offered by the vendor are Dropbox, LinkedIn, WordPress, Slack, Gmail, GitHub, Twitter, etc.
  • Snapshots: Airtable automatically takes snapshots of your Bases regularly, and you may also manually take a snapshot. Restoring a Base from a snapshot will produce a new Base that will not interfere with your existing Base.
  • Collaborative Workspace: The collaboration capabilities enable different divisions to effortlessly collaborate and manage teamwork.

Introduction to Airtable Templates

Airtable Templates are idealized versions of Airtable Bases (Databases) intended to meet a variety of common use cases. The Templates incorporate the best industry practices based on feedback from numerous organizations that use Airtable, but they are deliberately refined and simplified to help newcomers learn Airtable and to act as a suitable starting point for developing your customized Base. Furthermore, the entries in the Templates include general filler information to show how to utilize a Template. Airtable’s design team has created hundreds of Templates for specific use cases, such as an Employee Directory, a Social Media Calendar, a Marketing Campaign Tracker, or Real-estate Planner.

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Top 10 Categories of Airtable Templates

The ideal categories of Airtable Templates are:

1. Content Production

This category primarily includes the Airtable Templates which are related to any field of Content Creation. In order to maintain a Database for your collaborative workspaces, these Templates are used. This Template helps in keeping the entire team involved in the Content Creation process intact about the records, lists, or any process involved.

Some of the Templates in this category are:

  • Digital Video Production
  • Social Media Calendar
  • Content Marketing Management
  • Marketing Content Promotion Tracker
  • Marketing Asset Management
Airtable Templates - Content Production
Image Source – Self

For further information about the Content Production Category visit here.

2. Event Planning

The Airtable Templates which fall under this category majorly consists of Bases reserved for storing information relating to the background of Events, Planning, etc

Some of the Templates in this category are:

  • Wedding Planning
  • Invitation Maker
  • Menu Planning
  • Event Contacts Management
  • Event Marketing
Airtable Templates - Event Planning
Image Source – Self

For further information about the Event Planning Category, visit here.

3. HR & Recruiting

This category of Airtable Templates is essentially reserved for Human Resources and Recruiting Personnel for keeping employee track records, plan onboarding, keeping employee directory or track applicants, and anything adding up to their knowledge.

Some of the Templates in this category are:

  • Employee Directory
  • Employee Onboarding
  • Applicant Tracking System
  • Employee Development Resources
  • HR Knowledge Base
Airtable Templates - HR & Recruiting
Image Source – Self

For further information about the HR & Recruiting Category, visit here.

4. Marketing

This category of Airtable Templates is essentially helpful for the Marketing Personnel of any Organization. These Templates help them record their Strategies, User Information, Feedbacks from Customers, Product Roadmap, etc.

Some of the Templates in this category are:

  • Growth Experiments
  • User Feedback
  • Product Messaging Library
  • Risk Assessment and Response
  • SWOT Analysis
Airtable Templates - Marketing
Image Source – Self

For further information about the Marketing category, visit here.

5. PR & Communications

This category of Airtable Templates is fundamentally meant for maintaining and managing records relating to PR activities of any organization.

Some of the Templates in this category are:

  • PR Firm CRM
  • PR & Media Lists
  • PR Outreach
  • PR & Media CRM
  • Program Communications Plan
Airtable Templates - PR & Communications
Image Source – Self

For further information about the PR & Communications Category, visit here.

6. Product, Design, & UX

This category of Airtable Templates is primarily used by the Product team for managing the processes of Product Journey, Design, User Research, etc.

Some of the Templates in this category are:

  • Design Project Pipeline
  • Bug Tracker
  • Agile Workflow
  • User Studies and Workflow
  • Product Team Org Chart
Airtable Templates - Product, Design & UX
Image Source – Self

For further information about the Product, Design & UX category, visit here.

7. Project Management

This category of Airtable Templates is majorly used for tracking, managing, and maintaining the stages, performance, progress, outcomes of a project.

Some of the Templates in this category:

  • Simple Project Tracker
  • Publishing Campaigns
  • Program Communications Plan
  • Business Roadmap
  • Order Tracking & Invoicing
Airtable Templates - Project Management
Image Source – Self

For further information about the Project Management Category, visit here.

8. Remote Work

This category of Airtable Templates is principally for information related to Remote Work such as attendance, check-in time, time rating, calendar, etc.

Some of the Templates in this category are:

  • Remote Team Hub
  • Daily Check-ins
  • Remote Access Tracker
  • Weekly Team Meetings
  • Virtual Events Checkers
Airtable Templates - Remote Work
Image Source – Self

For further information about the Remote Work Category, visit here.

9. Sales & Customers

This category of Airtable Templates is primarily focused on storing information to track and manage Sales and Customers data.

Some of the Templates in this category are:

  • Sales CRM
  • Customer Testimonials
  • Sales Pipeline
  • Sales Asset Management
  • Customer Success Management
Airtable Templates - Sales & Customers
Image Source – Self

For further information about the Sales & Customers Category, visit here.

10. Software Development

This category of Airtable Templates is primarily focused on measuring all the information related to Software and Development processes.

Some of the Templates in this category are:

  • Growth Experiments
  • Value-complexity Matrix
  • Value-risk Matrix
  • Technology Roadmap
  • User Story Mapping
Airtable Templates - Software Development
Image Source – Self

For further information about the Software Development Category, visit here.

Some of the Featured Airtable Templates are:

1. Content Calendar

A Content Calendar is a plan used by content producers, such as Marketing, Web Development, and Publishing Professionals. It’s a key workflow tool and the core hub for content teams. A Content Calendar, in every form, always lists content assets and helps the user manage progress, performance, and deadlines.

Content Calender
Image Source – Self

2. Digital Video Production

The Digital Video Product Airtable Template is used invariably, from the Corporate Content Teams to a studio with Camera Operators, Video Editors, and Producers, running in sync from pre-production to post-production. This Template helps in keeping track of equipment, from lights to video cameras and more, uploading media directly, maintaining important production schedule dates and locations, and everything related to Digital Video Production.

Digital Video Production
Image Source – Self

3. Project Tracker

The Project Tracker Airtable Template is useful for any Organisation to make even the most complex projects manageable. This Template can be used for projects of all types and sizes ranging from a to-do list or a real-time on multiple Projects with Tasks, Subtasks, and even Project Budgets. This Template can act as a Single Source Of Truth (SSOT) for the entire team.

Project Tracker Airtable Template
Image Source – Self

4. Marketing Campaign Tracker

The Marketing Campaign Tracker Airtable Template helps in tracking Performance Marketing Campaigns with ease. It is also useful to track your Spendings, Conversions, and Return On Investment (ROI). This Template can be used to Plan, Visualize, and Publish the Performance of the Campaigns.

Marketing Campaigns Template
Image Source – Self

5. Product Catalog

This flexible Product Catalog Airtable Template is useful for anyone running a small-size business in keeping their product information, vendors, and orders seamlessly organized. This easy-to-use Template is to keep the Product Catalog, and Order Form Tracker in the same place along with the addition of images, product details, and important product information in a single place.

Product Catalog Airtable Template
Image Source – Self

6. Product Launch

The Customizable Product Launch Template lets you create Personalized Views for every need, whether you’re Building a Feature Roadmap, Tracking your Team’s Deadlines, or Planning World-class Launch Activities, the information you need is always available in a single place. Through this Template, you can Track, Prioritize and Share information with your team.

 Customizable Product Launch Template
Image Source – Self

7. Product Planning

The Product Planning Airtable Template is useful for teams throughout the Product Life Cycle, whether you’re a startup iterating on a product concept, searching for product/market fit, or a large organization with significant market share deploying new features on a regular basis. This Template can act as your Product Team’s Single Source of Truth (SSOT) throughout the entire Product Planning Process, from tracking problem statements or customer needs to launching the product in the market.

Product Planning Airtable Template
Image Source – Self

8. Bug Tracker

This Bug Tracking System Airtable Template is useful for QA analysts, Test Engineers, or any Fast-paced Team that need a collaborative issue tracker to stay on track. Being accessible to everyone in the team and highly flexible, it’s exceptionally beneficial for Software Development Teams that utilize an Agile Development Methodology or wish to create a customized workflow to better match the complexities of their product. This Template also helps in the Submission of Bug Reports, Bug Fixing, and Delegating Bug Tracking Projects.

Bug Tracking System Airtable Template
Image Source – Self

9. Event Planning

The Event Planning Airtable Template is a model planning guide that contains all of the information necessary to arrange any event. From the smallest details to the broader picture, an Event Planning Template provides you with a sample overview of an Event Schedule, Participants, and Budget that you can construct on.

Event Planning Airtable Template
Image Source – Self

10. User Research

This User Research Airtable Template is useful to keep information for all your Research as a Single Source of Truth (SSOT), from User Outreach to Arranging Usability Testing Sessions and Customer Interviews, to Synthesize your Results into a Research Report to Integrating with the Product Development Process and Recommending Improvements to Meet Customer Requirements, the Template has got you covered. This UX research Template is adaptable enough to operate with any design process or research approach, whether quantitative or qualitative in nature.

 User Research Airtable Template
Image Source – Self

For further information about the Featured Airtable Templates, visit here.

Conclusion

In this article, you have learned about the variety of Templates in Airtable. This article also provided in-depth knowledge about Airtable, its key features,  its components, and the ideal use cases for different categories of Airtable Templates. Integrating and analyzing your data from a diverse set of data sources can be challenging and this is where Hevo Data comes into the picture.

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Share your experience of understanding the concept of Airtable Templates in the comment section below!

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