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Migrating a spreadsheet inventory approval workflow

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In this lesson, we'll migrate an approval workflow from a spreadsheet to Airtable and fix some issues in the workflow in the process! I strongly encourage you to give this a shot yourself being seeing how I do by copying the spreadsheet here.

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What is an automation?

Ultimate Guide To Airtable

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Welcome to the Ultimate Guide to Airtable
Welcome to the Ultimate Guide to Airtable
What's possible with Airtable
What's possible with Airtable
What's possible with Airtable
What's possible with Airtable
CRM
CRM
Applicant tracking system
Applicant tracking system
Online course recording
Online course recording
Basics of Airtable
Basics of Airtable
Creating your first Airtable base
Creating your first Airtable base
Tables, records and fields
Tables, records and fields
Airtable field options
Airtable field options
Airtable formulas basics
Airtable formulas basics
Exercise: Create your first base, table, fields and records!
Exercise: Create your first base, table, fields and records!
Solution: Create your first base, table, fields and records! | Basics of Airtable
Solution: Create your first base, table, fields and records! | Basics of Airtable
Airtable views
Airtable views
The Grid View & View configurations
The Grid View & View configurations
The Calendar view
The Calendar view
The Kanban view
The Kanban view
The Timeline view
The Timeline view
The Form view
The Form view
Exercise: Create the right views
Exercise: Create the right views
Solution: Create the right views
Solution: Create the right views
Relational database basics
Relational database basics
What is a relational database?
What is a relational database?
Understanding Airtable linked records
Understanding Airtable linked records
Understanding Airtable linked records part 2
Understanding Airtable linked records part 2
Count fields
Count fields
Lookup fields
Lookup fields
Rollup fields
Rollup fields
The Primary field
The Primary field
Exercise: Changing base setup
Exercise: Changing base setup
Solution: Changing base setup
Solution: Changing base setup
Building bases
Building bases
How to structure bases?
How to structure bases?
Project management from spreadsheets
Project management from spreadsheets
Migrating a spreadsheet inventory approval workflow
Migrating a spreadsheet inventory approval workflow
Airtable Automations
Airtable Automations
What is an automation?
What is an automation?
Sending a notification
Sending a notification
Creating records
Creating records
Sending data to other applications
Sending data to other applications
Recurring updates (digest automations)
Recurring updates (digest automations)
Adding conditional logic
Adding conditional logic
Exercise: Automate an approval workflow
Exercise: Automate an approval workflow
Collaboration
Collaboration
Sharing a base & collaborator types
Sharing a base & collaborator types
Sharing a view
Sharing a view
View permissions & organization
View permissions & organization
Collaboration best practices
Collaboration best practices
Exercice: invite a collaborator!
Exercice: invite a collaborator!
Airtable Sync
Airtable Sync
What is Airtable Sync?
What is Airtable Sync?
Syncing from an Airtable base
Syncing from an Airtable base
Syncing from external sources
Syncing from external sources
Creating workflows with Airtable sync
Creating workflows with Airtable sync
Exercise: Sync a source!
Exercise: Sync a source!
Enterprise update: Instant sync, Two way sync & Data Library
Enterprise update: Instant sync, Two way sync & Data Library
Airtable Extensions
Airtable Extensions
What is an Airtable extension?
What is an Airtable extension?
Reporting extensions
Reporting extensions
Useful extensions: Page designer
Useful extensions: Page designer
Useful extensions: Web clipper
Useful extensions: Web clipper
Exercice: Add a dashboard
Exercice: Add a dashboard
Airtable Interfaces
Airtable Interfaces
Intro to interfaces
Intro to interfaces
Basics of interfaces
Basics of interfaces
Reviewing records with an interface
Reviewing records with an interface
Filtering in interfaces
Filtering in interfaces
Sharing in interfaces
Sharing in interfaces
Creating records & adding buttons
Creating records & adding buttons
Interfaces as views
Interfaces as views
Airtable pro tips
Airtable pro tips
Pre-filling and hiding fields on Airtable forms
Pre-filling and hiding fields on Airtable forms
The button field (my favorite field)!
The button field (my favorite field)!
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