10 Airtable Templates to Supercharge Your WorkflowAirtable combines the familiarity of spreadsheets with the power of a database, making it ideal for organizing projects, tracking work, and automating repetitive tasks. Below are 10 ready-to-use Airtable templates that cover a wide range of workflows — from product development to content planning — plus practical tips on how to customize each template, suggested automations, and integration ideas to help you get more done with less friction.
1) Content Calendar (Editorial Planner)
What it does
- Tracks ideas, drafts, publication dates, channels, and performance metrics.
- Links to assets, writers, and campaigns.
Key fields to include
- Title, Status (Idea/Drafting/Editing/Published), Publish Date, Channel, Author, Assets (Attachments), Tags, Metrics (Views/Shares).
Customizations
- Add a Kanban view grouped by Status.
- Create a Gallery view for featured posts.
- Use a Formula field to compute days until publish: DATETIME_DIFF({Publish Date}, TODAY(), ‘days’).
Automations
- Notify the author when status changes to Editing.
- Post to Slack or schedule social posts when status changes to Published.
Integrations
- Zapier/Make to connect with Google Docs, WordPress, or Buffer.
- Use Zapier to create a draft in Google Docs when a record is created.
2) Project Management (Kanban + Gantt)
What it does
- Manages tasks, milestones, assignees, and timelines in one base.
Key fields
- Task, Status, Priority, Assignee, Start Date, Due Date, Dependencies, Estimated Hours, Actual Hours.
Customizations
- Gantt view for timelines and dependencies.
- Calendar view for due dates.
- Create a rollup field on Milestones to show percent complete.
Automations
- Remind assignees 2 days before Due Date.
- Move dependent tasks to Ready when predecessor is Complete.
Integrations
- Sync with Google Calendar for milestones.
- Use Slack notifications for high-priority tasks.
3) Product Roadmap & Feature Tracker
What it does
- Captures feature requests, status, priority, release target, and customer impact.
Key fields
- Feature, Requester, Status (Backlog/In Progress/Released), Impact Score, Effort Score, Release Version, Customer Feedback (linked records).
Customizations
- Score features using a formula: ( {Impact Score} * 0.6 + {Effort Score} * 0.4 ).
- Use a Timeline view to visualize releases.
Automations
- When a feature moves to Released, notify support and update changelog.
- Auto-prioritize features with high impact and low effort.
Integrations
- Link to GitHub issues via Zapier or automate creating issues when features move to In Progress.
- Send release notes to Mailchimp when release is published.
4) CRM (Customer Relationship Management)
What it does
- Tracks leads, contacts, deals, interactions, and sales pipeline.
Key fields
- Contact Name, Company, Email, Phone, Deal Value, Stage, Last Contacted, Next Action, Source.
Customizations
- Create a Pipeline (Kanban) view by Stage.
- Add an Activities table (calls, emails, meetings) linked to contacts.
Automations
- Follow-up reminders when Next Action date arrives.
- Move deals to Lost after no contact for X days.
Integrations
- Connect with Gmail/Outlook to log emails.
- Use Stripe or Paddle integrations to sync won deals with billing.
5) Recruitment Tracker (Hiring Pipeline)
What it does
- Manages job openings, applicants, interview stages, feedback, and offers.
Key fields
- Candidate Name, Position Applied, Stage (Applied/Phone Screen/Onsite/Offer), Resume, Interviewer, Score, Notes.
Customizations
- Use a Forms view to collect applications.
- Create a scoring rubric with weighted criteria (experience, culture fit, skills).
Automations
- Send an automatic email to applicants when their stage updates.
- Schedule interviews automatically by integrating with Calendly.
Integrations
- Link with LinkedIn via Zapier to pull candidate details.
- Use DocuSign for offer letters when status changes to Offer Accepted.
6) Marketing Campaign Tracker
What it does
- Plans, executes, and measures campaigns across channels.
Key fields
- Campaign Name, Channel, Start/End Date, Budget, Owner, KPIs, Status, Creative Assets.
Customizations
- Dashboard block showing spend vs. ROI, top-performing channels.
- Use a Blocks/Apps chart to visualize conversions over time.
Automations
- Alert when campaign spend reaches 80% of budget.
- Create tasks for creative production when campaign status changes to Active.
Integrations
- Pull ad spend and performance from Facebook Ads/Google Ads via Supermetrics or Zapier.
- Connect to Google Analytics for traffic metrics.
7) Product Inventory & Asset Management
What it does
- Tracks stock levels, SKUs, suppliers, reorder points, and locations.
Key fields
- SKU, Product Name, Quantity, Reorder Point, Supplier, Location, Last Restock Date, Cost.
Customizations
- Use a Formula to flag low stock: IF({Quantity} <= {Reorder Point}, “Reorder”, “OK”).
- Barcode field for scanning (with mobile app).
Automations
- Send reorder email to supplier when Quantity <= Reorder Point.
- Create a restock task when shipments arrive.
Integrations
- Sync with Shopify or WooCommerce to update inventory.
- Use Zapier to create purchase orders in your accounting system.
8) Event Planning Checklist
What it does
- Coordinates logistics, vendors, attendees, budgets, and timelines.
Key fields
- Event Name, Date, Venue, Vendor, Task, Owner, Budget Item, Status, RSVP Count.
Customizations
- Calendar view for event dates.
- Linked table for Vendors and Contracts.
Automations
- Remind vendors of deadlines or payment dates.
- Send RSVP reminders to attendees before the event.
Integrations
- Use Eventbrite or Meetup integrations to import attendees.
- Connect with Stripe for ticket sales tracking.
9) OKRs & Team Goals Tracker
What it does
- Tracks Objectives, Key Results, owners, progress, and alignment across teams.
Key fields
- Objective, Key Result, Owner, Target Metric, Current Value, Progress %, Quarter, Department.
Customizations
- Rollup progress from Key Results to show Objective completion.
- Use a Formula for progress: ROUND({Current Value}/{Target Metric} * 100, 1) & “%”.
Automations
- Weekly summary email of progress to stakeholders.
- Update quarterly status automatically from linked metrics.
Integrations
- Pull metrics from analytics tools or internal databases.
- Use Slack to post weekly progress updates.
10) Bug Tracker & Support Queue
What it does
- Captures bugs, severity, assigned engineer, steps to reproduce, status, and resolution.
Key fields
- Bug ID, Title, Severity, Status, Reporter, Assigned To, Steps to Reproduce, Fix Version.
Customizations
- Create views filtered by Severity or Assigned To.
- Use a Kanban view for triage to deployment.
Automations
- When a bug is marked Critical, send an immediate Slack alert.
- Close linked support tickets automatically when bug is Resolved.
Integrations
- Sync with Jira or GitHub for issue tracking.
- Connect with Intercom/Zendesk to create tickets from customer messages.
How to choose and customize the right template
- Map your process: write down the steps your team follows today; pick the template matching most steps.
- Start simple: remove unnecessary fields and views. Add fields only when you need them.
- Use linked records: normalize repeated data (people, clients, products) into separate tables to avoid duplication.
- Add Views for users: create personalized views (My Tasks, High Priority, This Week).
- Automate cautiously: start with 1–2 automations (notifications, status changes), monitor for noise, then expand.
Quick automation recipes (starter)
- New record → Assign owner (round-robin): Use a script or automation to cycle assignees.
- Status → Slack: Post a message when status becomes “Blocked” or “Critical”.
- Date approaching → Reminder: Send reminder X days before a date field.
- Publish → Social post: When a record is Published, create a social post via Buffer.
Final tips
- Use the mobile app for on-the-go updates and scanning barcodes.
- Back up critical bases by exporting CSVs regularly.
- Leverage Airtable Apps (Blocks) for dashboards and charts.
- Keep one “source of truth” base per process to avoid split data.
If you want, I can: export any of these templates into a ready-to-copy Airtable base schema, provide the exact field types and formulas for a chosen template, or write 3 automation scripts for one template. Which would you like?
Leave a Reply