Sifting through invoices and building reports, while helpful to your business, isn't the best use of your limited time. Date fields identify the deadlines, while single select fields track each story's current status, mark the blog's section to be shared, and assign an editor. Their base uses different field types to hold different kinds of information related to a piece of content. Workflow software company Process Street uses Airtable as a master content marketing database. Organizing your article ideas in Airtable can help you create a tidy but flexible pipeline of your next big thing. While a static calendar can help you plot out when a new piece of content is launching, it falls short of storing the many other milestones that go into content creation, such as managing art assets, requesting edits, and lining up promotion. Create an editorial calendarĪ good editorial calendar can make your publication-related tasks a breeze. Plus, you can pair Airtable with CRM software and other powerful outreach tools to spread those ideas far and wide. But neatly-categorized content in Airtable can help make the rest of your to-do list a whole lot easier. Ideas evolve, deadlines shift, and direction changes. Trying to bring order to your ideas can sometimes result in an even messier system. It has greatly reduced the number of errors made in our outreach process "Without Airtable and this Zap, we would not be able to be on top of the individual concerns from students and volunteers." "Zaps help us connect with most of our apps to eliminate tedium and to alert us in any case when something regular or even unexpected arises," operations manager Courtney Lee says. Student, staff, and volunteer interactions are tracked over time. A Zap relays those responses via Gmail messages for staff members. The team uses an Airtable form to distribute surveys so students and volunteers can raise any questions or concerns. Airtable forms generate automatically from your existing table, and you can customize the form by rearranging, adding, and removing fields.Ĭollege counseling nonprofit ScholarMatch helps low-income and first-generation students work toward a successful future. Airtable forms let you collect information from anyone and save it automatically to an Airtable base. If you're also collecting data through a form, you don't have to build that form from scratch. "It really does help us to change lives." "Zapier and Airtable help us create the best possible experience for our volunteers and placements," says Matthews. That way, staff can track how the volunteers settle into and perform in their stations around the UK. The manager is then alerted via email that feedback is ready for review with the survey attached to the email. Zapier searches Airtable for that volunteer's record and pulls the corresponding manager's email address. Here's how it works: When a volunteer completes the placement survey, it kicks off a series of Zaps to alert the team. He manages new volunteers with Airtable and Zapier, enabling a constant feedback loop between volunteers and their managers that runs on auto-pilot. They're practically giving you a cheat sheet to create the experience they crave.įor example, Sam Matthews is an operations manager for gap year volunteering charity Time For God. Webhooks by Zapier + Airtable + MailchimpĬustomer feedback on your product, support, and overall business is invaluable. Zapier enables us to automate the nitty-gritty while unveiling the big picture," says Zamri. She then uses Zapier to send out a customized email to each dancer, using the base's data to update them on the status of their audition. With all the scores stored in a base, Zamri can easily run reports, filter views, and see a breakdown of how the different dancers stack up. During dance auditions, her team uses Airtable to score the auditions. Send customized messagesĪs creative director of the Joffrey Ballet School, Maria Zamri awards scholarships to prospective students. Then, you can sit back and watch as your satisfied customers transform into your best salespeople. One way to save time is to use Zapier to connect an Airtable base with other apps you use to message your customers. But finding the time to manage those timely follow-ups can be difficult. By checking in with customers who've made recent purchases or requesting feedback on a support interaction, you can make customers feel like superstars. Never underestimate the power of a happy customer. Maria Zamri, creative director of the Joffrey Ballet School Zapier enables us to automate the nitty-gritty while unveiling the big picture.
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