Airtable is easily one of the most flexible tools on the market today. With a bit of technical know-how, you can build entire apps that power your workflows. But if you’re not technically-minded, you might be struggling to figure out where to start. After all, at first brush, this looks like just another spreadsheet tool, right? Well with the right Airtable template, you’ll see just how wrong that assumption is.
Here’s our list of the 15 best free Airtable templates — with one extra. Just adding one of these to your Airtable workspace will completely transform the way you work.
6 best Airtable templates for reporting
Automated resource management report
A resource management report offers a rapid look at how the members of your team are spending their time and effort. Pull in everyone’s tasks, group by assignee, and see how your team’s resources are allocated. This template lets you do all that without leaving Airtable.
Automated project health report
A project health report is a simple report used to inform managers, clients, or other stakeholders about the state of a project. It offers them a quick snapshot of whether the initiative is on track or falling behind, what’s been achieved, and what’s left to do.
Marketing budget report
Use this template to easily track your marketing budget over time, even across multiple bases. Track spend on a monthly basis versus your forecast and group by categories like ad spend, software, freelancers and consultants, and more.
Social media reporting template
If you’re managing multiple social accounts within a marketing team, you’re probably asked to track how those channels grow. With this Airtable template, you can easily record that growth so you always have the information available.
Need a way to manage your organization’s finances? You’re not alone. Many small and medium businesses don’t really use an organized, standardized way of tracking their finances. That makes tax season and quarterly reporting a bit messy. Start off on the right foot with this template.
Employee resource database
An employee resource database is a repository of information, data, documents, and other resources for employees. It can be consulted asynchronously at any time and should answer the FAQs that all new employees have when they join your company.
5 best Airtable templates for marketers
Automated content catalog
A content catalog is a database used to centralize content created by sales teams, marketers, and other contributors. That way, customer-facing teams — like sales and support teams — can easily find the content they need, when they need it.
When your team’s constantly working on great content, it can be tough to keep it all organized. This is especially true when you’re collaborating with other teams. This template gives you a simple way to track marketing initiatives without leaving Airtable.
Email campaign tracking
Email marketing usually happens in dedicated tools, like Mailchimp or HubSpot. But while those tools have their own reporting capabilities, they’re not always well-suited to tracking overall performance across multiple initiatives. That’s where this Airtable template comes in.
Need a way to analyze your customer base but don’t want to use a full-fledged CRM tool? This powerful Airtable template can help you record, organize, and sort through multiple layers of customer information.
With this Airtable template, you can track your account-based marketing initiatives across multiple products, channels, and campaigns.
5 Airtable templates for productivity
Task management template
How many projects do you have a hand in? Depending on the project management tool you’re using, it can be a nightmare trying to track tasks you’re personally responsible for across multiple projects. This Airtable template is a great way to do this, especially if you sync it with your other tools using Unito’s integration.
Can you think of any project you can’t complete in 13 weeks? With this custom Airtable template, you can plot out a number of projects across that timeline, that way you always know what you need to do.
Organizations aren’t the only entities that can benefit from a CRM. If you’re a natural networker and you want to maximize your relationships, this is a great Airtable template for you.
Do you have a single place you can go to and see everything you’re responsible for? This Airtable template goes beyond just task management; it’s also about organizing and sorting them. Views in this template include deadlines, filtering by zone and status, and more.
Do you struggle to figure out your priorities? The simple formula in this Airtable template can help you choose what you should be focusing on by breaking down how a project benefits the company, the customer, a specific supplier, and staff. It’s also great for prioritizing personal projects according to how they fit with your long-term goals.
Managing projects in Airtable?
Check out our full breakdown of Airtable-driven project management, including the four most important things you'll need.
Why not set up a two-way integration between Airtable and your other tools?
If you’re ready to take the next step in your Airtable automation adventure, here are some guides on how to set up a two-way sync with Unito:
- Why not learn how to sync Airtable to Google Sheets or Microsoft Excel with Unito?
- Find out how you can sync multiple Airtable bases to each other with Unito.
- Integrate Notion pages with Airtable bases.