Airtable: It's like Excel, but for people

in work •  7 years ago 

As a publisher and someone who has crowdfunding rewards to fulfill, managing information and making it actionable is mission critical. For my previous campaign, I used Google Sheets and Excel, and they were... adequate. They kinda sorta did what I needed.
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Now, I'm not saying Sheets and Excel are bad. I'm saying they're bad for much of what people use them for. If you need a spreadsheet that calculates stuff automatically, both will do that for you, and do it well. But as a way to manage information? Yikes, they are super bad.
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These are pieces of software that have been stretched in usage far beyond their original intent, and it shows.

A few weeks before I started my last campaign, a friend in a slack I'm in mentioned Airtable as the way they manage information in the magazine he runs. He shared a link to a sample database, and I checked it out.
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Friends, there's a reason this post kinda feels like an ad, even though it isn't. My level of excitement for Airtable is what ad copy is usually meant to emulate.

Airtable isn't really a spreadsheet app. It's a database app that does the work a spreadsheet does (including those formulas, if you need them) with a ui that is actually usable. And it is, and this may be my favorite part, incredibly customizable and versatile.
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Every column can be one of many different field types, and different field types are actionable in different ways. For instance, as I manage reward fulfillment, I created a column called "fulfillment status." I chose the "single select" field, and created some possible options, such as "not yet," "sent," "partial," and "full." This way, when the fulfillment status of a reward changes, as I deliver it personally, ship it, have it picked up, I can very quickly change the status. And as I have a filter where "full" statuses are hidden, one I know the backer has the item, I never need to see it again.

Much of what Airtable does can be done with other services, but the ease of use is simply stellar.
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Airtable has a large selection of existing templates to choose from, and you can also look at existing community made databases and copy them as templates. Personally, though, I found it best to import my data and then create my own fields.

Airtable is a freemium service. For up to 1,200 fields/base, it is entirely free, and that also includes 2GB for attachments (I have, for instance, an attachment column where I put pictures of shipping labels). If that number of fields fits you needs, it's a no brainer. The free version also comes with 2 weeks worth of revision history. $12 get you their first tier, "plus," with 5,000 fields/base, 5GB storage and 6 months of revision history. $24 get you their second tier, "pro," with 50,000 fields/base, 10GB of storage and a year of revision history.

I'm able to get everything I need done on the free level right now, but if I had to go to the "plus" level, I would.

If you use Excel or Sheets for anything other than the pure calculating functions for which Excel was created, I would heartily recommend you try Airtable.

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Saya vote ya