User Guide: Build Your Workflow

User Guide: Build Your Workflow

Learn to build and optimize workflows, design databases, link records, and import data in Airtable for efficient workflow management.

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About this user guide

Building in Airtable starts with capturing your data—and that’s because it’s the key to unlocking your workflow.

Create Your Database

Data is more than just numbers and dates. It can be tags, images, relationships, rich text…in fact, just about anything! For you, the data that matters most might be a list of company goals, a pipeline of marketing campaigns, a roadmap of product features, or a rolodex of customers. Whatever data your team is focused on should form the foundation of your workflow. That’s why the first step to building in Airtable is creating a database. In this section, we’ll walk through how to create a home for your team’s data that’s customized to your specific needs.

Design Your Workflow

If you’ve ever wanted to streamline how you get work done, workflow design is the secret to making your team’s processes more efficient. Every business has its own workflows, some of which are simple, some of which are complex. Invest in understanding your workflow up front, and you can reap the rewards of saved time and energy later. In this stage, we’ll help you understand your workflow’s mechanics, and translate them into a custom Airtable solution that’s tuned in to your team’s exact needs.

Curriculum8 min

  • Create Your Database
  • Create a Base
  • Create a Table
  • Add Data with Records
  • Organize Data in Fields
  • Connect Your Data with Linked Records
  • Design Your Workflow
  • Map Your Workflow
  • Bring Your Workflow into Airtable
  • Import Data from Other Tools
  • Common Airtable Design Decisions

About this user guide

Building in Airtable starts with capturing your data—and that’s because it’s the key to unlocking your workflow.

Create Your Database

Data is more than just numbers and dates. It can be tags, images, relationships, rich text…in fact, just about anything! For you, the data that matters most might be a list of company goals, a pipeline of marketing campaigns, a roadmap of product features, or a rolodex of customers. Whatever data your team is focused on should form the foundation of your workflow. That’s why the first step to building in Airtable is creating a database. In this section, we’ll walk through how to create a home for your team’s data that’s customized to your specific needs.

Design Your Workflow

If you’ve ever wanted to streamline how you get work done, workflow design is the secret to making your team’s processes more efficient. Every business has its own workflows, some of which are simple, some of which are complex. Invest in understanding your workflow up front, and you can reap the rewards of saved time and energy later. In this stage, we’ll help you understand your workflow’s mechanics, and translate them into a custom Airtable solution that’s tuned in to your team’s exact needs.

Curriculum8 min

  • Create Your Database
  • Create a Base
  • Create a Table
  • Add Data with Records
  • Organize Data in Fields
  • Connect Your Data with Linked Records
  • Design Your Workflow
  • Map Your Workflow
  • Bring Your Workflow into Airtable
  • Import Data from Other Tools
  • Common Airtable Design Decisions