Airtable automation guides
Airtable combines the familiarity of a spreadsheet with the power of a database. SMBs use it for CRM, inventory tracking, project management, content calendars, and more—all automatable.
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5 Airtable automations
Automation
Build an Automated CRM Pipeline in Airtable
Set up a fully automated sales pipeline in Airtable that moves deals through stages, sends follow-up reminders, and notifies your team — without any manual CRM updates.
Automation
Automate Client Project Status Updates from Airtable
When a project milestone is marked complete in Airtable, clients automatically receive a status update email — eliminating the manual status emails you write every week.
Automation
Run Your Content Calendar on Airtable Automations
Use Airtable to manage your content calendar and automate the entire workflow: from assignment to review to publishing reminders — keeping your content machine running without manual coordination.
Automation
Track and Follow Up on Invoices Automatically with Airtable
Build an Airtable invoice tracker that automatically sends payment reminders when invoices go overdue — so you never have to manually chase a client for payment again.
Automation
Automate Employee Onboarding Checklists with Airtable
When a new employee is added to Airtable, automatically generate their personalized onboarding checklist, notify the relevant team members, and track completion — all in one place.