built by
Airtable
Category
Operations
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In a world of constant change, agile teams can’t afford to be slowed down by manual spreadsheets. With Airtable, program managers and ops leaders can use AI to surface real-time insights across goals, capacity, and risk—so they can stay responsive, rebalance portfolios, and make smarter decisions, faster.
Optimize your entire portfolio in one place
When to use this play
Use this play to streamline decision-making across your most critical portfolio moments:
Run quarterly prioritization reviews: Auto-generate a real-time, ranked portfolio to guide funding decisions and executive alignment.
Plan smarter resource allocation: Instantly match teams and budgets to the highest-impact initiatives based on real-time capacity and goals.
Stay ahead of risk: Identify blockers early, resolve resourcing gaps, and prevent delays before they escalate.
Pro tip
Use AI-driven insights to guide not just what gets prioritized—but why—so every decision is backed by data your execs can trust.
Business impact
Drive greater impact across your portfolio—from prioritization to execution.
Accelerate decision-making: Replace days of manual analysis with a one-click AI report to inform funding and prioritization instantly.
Maximize resource utilization: Reallocate time, talent, and budget to the initiatives that create the most value.
Stay ahead of risk: Detect underperforming or blocked projects early—before they derail key outcomes.
5 steps to get you started
Follow these steps to turn disconnected project data into a strategy-aligned portfolio.
Sample Field Agent prompt
Start with these prompts for your AI fields in Airtable. Copy and paste into the open field, and customize them for your unique workflows.
Start here
You are a portfolio manager tasked with identifying redundancies in your program proposals and plans. Your goal is to find overlapping efforts that could be consolidated or improved. Create a report with clear, actionable recommendations for addressing these redundancies.
Output:
An executive summary with prescriptive recommendations for solving identified redundancies and consolidations.
Context and data:
- Program Names: _<Insert field>_
- Program Descriptions: _<Insert field>_
- Aligned Portfolios: _<Insert field>_
- Program Proposal and Planning Documents: _<Insert field>_
About Omni and Field Agents
Skip the code. Transform your data into custom interfaces, automations, and agents with Airtable’s AI-native app platform.
Omni helps builders do what they do best.
Truly transformative building requires a deep understanding of your business and the way you work. Omni is your Airtable expert and sidekick who seamlessly integrates with your data, information, and insights to help you build sophisticated workflows in minutes, not months.
Don’t just ask AI. Deploy it.
Put powerful AI agents to work across thousands of Airtable records and embed them into every business process. Airtable's intelligent agents think dynamically, drive decisions, and orchestrate actions across your entire operation.
Try Airtable for free or explore more real-world AI use cases in the Airtable AI playbook.
Optimize your entire portfolio in one place
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