Airtable Inspiration – 3 Case Studies

What I love the most about Airtable is the flexibility and agility to adapt to such a huge variety of use cases. 


You might be wondering – what is Airtable used for?  


If you’re already aware of Airtable, you probably know of its power to tackle almost any project requiring data processing. It can be used as a simple database, as a CRM, or even to plan marketing campaigns.


However, in the universe of what is possible with Airtable, there’s so much more that it can do, and I have three examples to share that might inspire you to imagine what the capabilities of Airtable could do for your own business.


1. Business Coaching Platform


Using Airtable, we’ve built tools for business coaches here in Australia and internationally. 

Because coaching is only as effective as the results it gets, business coaches need a way to track, get and store their clients’ financial results across the year. 


Using different methods including simple online forms, or even SMS bots we collect the data (usually revenue) each month and push it into Airtable. Based on their results, we use some clever automation to send coaching messages via email or SMS to the clients to congratulate them on a job well done, or ask what type of help they need.


The system can even categorise the clients and their results into levels within the coaches program (e.g. a belt or grading system). 


Using Airtable, the coach and their team are able to quickly see where each of their clients is up to, average and total revenue across the board, and what level each client is on. 


2. Training Course Management


We’ve worked with a bunch of different coaches and trainers who have used Airtable as a way to organise and track their training sessions and students. 


Using Airtable as a foundation, the system manages information about courses, enrolments and students. Using views within Airtable, the system tracks what stage students are at in their training journey. 


With each step of the training process, using Zapier and other automation platforms, the student receives automated emails and SMS messages to prompt them to complete the next piece of training, or inform them about the details of the course.

Each of these systems rely heavily on both the basic and advanced features of Airtable. Being about to extend functionality with Airtable apps, formulas, automations, and scripts brings a level of sophistication that can’t be achieved with a simple spreadsheet, or even other database tools. 


3. Veterinary Practice Platform


When a vet practice needed a modern platform to manage their patients and clients (i.e. pet owners), Airtable delivered.


The vet practice wanted to show all of the details of the patients, their consultations, pathology results, and even dental pictures! And, they wanted all of this information displayed in a beautiful interface.


Using Stacker, we were able to develop a platform with a user-friendly UI for the vet team to use. Stacker is an awesome extension to Airtable that lets you build out dashboards and portals using the power of Airtable as the back end.

How could you use Airtable in your small business? As long as what you need fits into what Airtable can do, you’re only limited by your imagination! 


If you’re ready to talk Airtable for your company, make a time for a free brainstorming session with our team here.