You’ve been looking for a Google Docs alternative or a Microsoft Excel alternative and have fallen in love with Airtable. You can see the power in having an online database but want to get Airtable training so you can use the full potential of the software.
Let’s go through the basics.
Getting started with Airtable
You’ve dived in and signed up to Airtable, what next? The video below will give you a good idea on how to switch from your spreadsheet lifestyle to becoming a master of the Airtable base (worksheet).
Help with setting up Airtable
Whether you’re a solo Airtable user or the Airtable Admin for your whole company, you’ll need to know how to get Airtable set up properly.
Key steps for starting with Airtable are:
- Signing up to a free or paid plan
- Learning about Airtable bases
- Understanding tables, records, fields
- Customising your views (Kanban or Calendars anyone?)
- Learning how to make your first Airtable table
- How to build Airtable apps
- Collaborating with your team on Airtable
Top Airtable questions:
- Where do I sign up to Airtable? Sign up here
- Where can I find Airtable templates? See all their templates here, including content calendar, project tracker, marketing campaign tracker, product catalogue, event planner and more.
- Where can I see Airtable demos / examples? See customer stories here.
- Can I connect Airtable to my other apps? See Airtable integrations here, including integrations with Asana, Basecamp, Dropbox, Eventbrite, Gmail, Google Calendar, Instagram, Mailchimp and more.
- How much does Airtable cost? See Airtable pricing here.
- Where do I find Airtable desktop and mobile apps? Download the Airtable macOS, iOS, Windows and Android apps here.
Airtable training courses
Before we dive into personal Airtable training options, we know that not everyone has time for one-on-one training sessions. If you’re the self-paced course type, check out these top Airtable courses:
- Airtable – The Ultimate Beginner to Expert Course (Udemy) – using hands-on, contextual example, you’ll become the Airtable expert by learning how to build databases, set field types, collaborate and more.
- Learning Airtable (LinkedIn Learning) – this course will cover all the Airtable basics and get you comfortable with displaying and collaborating on your data using Airtable.
- The Airtable Academy | Become a Pro with Airtable & Zapier (Udemy) – got the basics covered through reading the Airtable help articles and want to bring some Airtable automation to your business? This course will show you how to have actions in Airtable trigger actions in the other apps you use.
- Airtable for Entrepreneurs (Udemy) – this short course has a more business-focused curriculum and will teach you Airtable basics and more complex Airtable functions like data types, formulas and views.
- Airtable for artists (Skillshare) – specific niche course for maximising productivity when you’re an artist
Why book an Airtable training session?
If you’ve got a tight budget and needed training yesterday, definitely jump on the Airtable YouTube channel or visit their support knowledge base to get quick, basic training. If you’re looking for more comprehensive training, the main benefits you’ll get from one-on-one training are:
- Structured training that is in-context with your skill level
- Question time! You’ve done the training and are wondering how it would best apply to your team? Getting to ask specific questions and get instant answers is gold
- Team engagement as you’re all learning at the same time and you know what everyone knows about the software
- Better user adoption. You’ll have resistance to the training because people hate change but having an engaged trainer to answer objections leads to better user adoption
- Customised training. You’re running a unique business in a specific industry. Get training with your terminology to faster track the learning journey
- Suits your workflow. You run your business in a specific way and the software you use needs to work in a specific way. Get workflow automation training as a bonus!
What happens in an Airtable training session?
Training sessions are structured to best suit your skill level, industry, class size and learning outcome requirements.
You’ll get a booking link so you can attend the video session and the session will follow a format similar to:
- Quick introductions
- Putting your Airtable use in the context of your organisation
- Airtable learning content i.e. basics, advanced features, specific workflows
- Airtable questions from your team
- Clarification of any follow-up research for your trainer
- End of session (with option to be sent additional Airtable information, notes and video afterwards)
Preparing yourself or your team for the session
Ready for your Airtable video training session? Make sure you that these steps before the session starts:
- Sign up to Airtable and invite any other team members to Airtable so they’re able to login
- Ensure that you and your team members have access to a solid internet connection and a quiet space
- Consider using two screens during training (one to show your trainer and one to show Airtable) or have an extra tab open in your browser
- Prepare any questions you have about Airtable
- Ask your team to watch one of the Airtable basics videos above to get a feel for Airtable and how it can be used
You’ve booked the session but we know that you might want extras. Request these extras with your training booking:
- Customised videos for your knowledge base. Super useful for new hires and for people to refresh their knowledge
- New hire quick start videos. Get onboarding training that is specific to the needs of your business
- Extra sessions. Everyone busy? Split out the training into short, punchy mini-sessions to better suit training and information retention to your fast-paced workplace
- Edited recording. Trainers are happy to record sessions but you might want an edited video for your team’s use. Request this when you make your booking