Best airtable examples
- #Best airtable examples how to#
- #Best airtable examples update#
- #Best airtable examples software#
- #Best airtable examples series#
How do you create the best SaaS onboarding experiences? In the first few seconds, your user can either have a great experience that will lead them to the Aha! moment (the moment when they realize the value of your product) and activation, or they can have a terrible experience (think empty states) and decide to end their adventure with your product before it has really started. Starting from the signup flow, you’ll generally have a welcome screen (see our YouTube video on using welcome screens for user segmentation) and some options for interactions with your Customer Success team. User onboarding experiences are all the interactions that a user has with your SaaS product onboarding at the beginning of their user journey (but also later on, if we consider secondary onboarding)!
#Best airtable examples update#
With On2Air: Actions, you can create automations with more field types, add conditional actions based on previous actions, update multiple records at once, and connect to all your other business software.SaaS onboarding refers to the process of helping new users of a “Software as a Service” get set up so that the user will realize the value of the product quickly. ✅ On2Air: Actions allows for a significantly higher number of automations Limitation on the number of automations per base ✅ On2Air: Actions has no limit on the number of runs per month and the number of actions is significantly higher depending on the plan you choose Limitation on the number of automation runs per month - when you hit the limit, your automations will stop working ✅ On2Air: Actions allows you to integrate with any email provider you choose The 'Send email' action is branded with Airtable logo and information ✅ On2Air: Actions has no script run limitations - scripts allow you to do just about anything in Airtable using JavaScript
✅ On2Air: Actions is able to use every field type available in Airtable Many field types are not available to use in automations, such as attachments, linked records, lookups, multiple-select, rollups with only values, and collaborator fields with more than one collaborator ✅ On2Air: Actions allows you to process multiple records at one time in bulk No bulk record automation - only single records at a time ✅ On2Air: Actions integrates with Zapier to connect to over 2,500 other apps Unable to integrate with other apps you use Check your email and see your Paid invoice email!Ĭurrent Limitations in Airtable Automations:.Click the Paid checkbox in your Invoice record.Click the toggle to turn your automation on.In the Message field, you can add anything you like with dynamic entries, such as the Invoice number, the total, or the date.Add a Subject line of Your Paid Invoice.Choose the Client Email formula field and click Insert.Select the blue + icon, click Record, click Continue.Click Run test and verify test is successful.Click Create new (or +New automation if you already have existing automations).This is used to send the email to the client.A Formula field with your Client Email field as the formula.A Lookup field from your Client base containing your Client’s Email.A checkbox ✅ field in the Invoices table.At least 2 tables in your base – Invoices and Clients.
#Best airtable examples how to#
This article will show you how to set up an automation in Airtable to email a confirmation when an Invoice is marked Paid.īefore creating this automation, you need
#Best airtable examples software#
This can be anything from creating new records, updating fields, and emailing someone, to sending information to another software app and then bringing the updated information back.
#Best airtable examples series#
You can email them directly from your base!Īn automation is a series of actions that happen automatically when certain criteria are met. You don’t have to take extra steps to export the invoice and then email it to your client. With Airtable Automations, you can email your client an ‘Invoice Paid’ email when you mark an Invoice as Paid. Airtable makes it easy to keep your vital company information in a database customized to your needs.
Tracking your business expenses in Airtable is a simple way to keep all your finances organized.