📊 Airtable: The Smarter Way for Small Businesses to Manage Their Data
When working with clients, we are seeing more and more opportunities for them to upgrade their Excel spreadsheet to Airtable, basically a smart spreadsheet
🤔 But What is Airtable?
Airtable is a cloud-based platform that looks like a spreadsheet but acts like a database. Think of it as the lovechild of Excel and a project management tool. It’s designed to help businesses organise, visualise, and collaborate on data, without needing technical skills or code.
You start with something familiar: rows and columns. But Airtable goes further. It allows you to link data between tables, create dropdowns, attach files, assign tasks, have different data views and even automate workflows.
⚖️ So, Why Use Airtable Instead of Excel?
Let’s be honest: spreadsheets are great, until they are not. They are excellent for raw data and basic calculations, but they quickly become messy when you are trying to track multiple moving parts across a team or project.
Airtable, on the other hand, is built for structure and scale. It gives you the ability to:
Relate different sets of data (e.g., link clients to invoices, or team members to tasks).
View data in different formats like a Kanban board, calendar, gallery, or timeline.
Set permissions so team members only see or edit what they need.
Automate repetitive tasks like sending follow-up emails or updating statuses.
It’s like having a mini-app custom-built for your business, but without needing a developer.
💼 What are the Benefits Over Excel?
✅ Final Thoughts
If you're juggling spreadsheets and still losing track of things, Airtable can give your business a real upgrade, offering clarity, collaboration, and control. It’s simple enough for day-to-day use, but powerful enough to scale as your business grows.
Whether you are a solo founder or running a small team, Airtable can help. If you would like to discuss using it in your business, book a meeting here and we would be happy to share how we use it with our clients.
