FlexiPage runs on Airtable

Airtable has been a huge boost for me both in personal and professional use-cases. What I like the most about Airtable is that, all the data related to my business can be stored in a single platform. I use Airtable mostly for the following systems.

1. Airtable as a CRM System

2. Airtable as a Project Management tool & Release tracking

3. Airtable for Marketing Ideas

4. Airtable as a Calorie & Habit tracking tool

Airtable as a CRM System

When I decided to add a CRM system, I thought extensively about whether to go with Zoho CRM or Airtable. My main consideration was about sending welcome emails. Whenever a user signs up, I wanted to send a welcome email, along with a few resource links to get started on FlexiPage. It's possible in both these systems, except for the fact that sending emails from Zoho Mail (where i have my professional email) is natively supported only in Zoho CRM. After few more considerations, I decided to go with Airtable, solely because I would gain some knowledge on how to use it better.

I've setup a flow that when a user signs up with FlexiPage, my backend will trigger a webhook in Airtable, which then stores the name, email and org name of the user. In Airtable, I have an automation that whenever a new record in User table gets created, it will send a welcome email. I went with Zoho Zeptomail, in which I have a welcome email template with some placeholders.

Screenshot of my Sandbox CRM:

I have also created Stats table, in which I store the number of documents generated on each day. I have an Airtable automation that runs every morning, querying the previous days logs.

Screenshot of Stats table:

Above screenshot is from my sandbox account, so values are mostly empty here.

Interesting fact - In my Prod setup, I asked Airtable Omni "On Which weekdays merge count is higher?". Turns out Wednesday is leading considerably. I guess many organizations get orders on Wednesdays. Thursday and Tuesday follows next, with Sunday being the least.

Airtable as a Project Management Tool

Even before creating CRM, I started using Airtable as my project management tool. I created a table called "Things to do for MVP" (at that time, I was just listing tasks for MVP), with fields "Task", "Status" and "Notes". Status is a single select field with stages as "Idea", "In Progress", "Complete", "Dropped" etc..

And I added a Kanban View on top of it, stacking with the status field. You can notice that I have completed more than a 100 tasks 😅, but I don't differentiate between small and large tasks. Any small issues I notice, I just add it as a task with "Idea" status.

Later I also created a release tracker. Before working on next update, I create a release tracker and I add all the necessary tasks (from the before table) to it. I also have a Notes column, where I write down things to do after release. Although I don't actively use this day to day, it serves as a trail of my product's journey.

Airtable as a Marketing Tool

Whenever I get any ideas about blog (like this one) or a Youtube video, I have a table in Airtable to just write it down. I have a "tags" column as a multi select field, where I list what form of content to create (blog or video or documentation etc..).