Launching Airtable at your organization 

You already have a vision for Airtable with your team—now let’s work on making it a reality. This guide will walk you through some best practices hand-picked from the 200,000+ companies using Airtable. 

Prepare for Airtable rollout 

Now that you’ve got one base ready, it’s time to share it with your team. Before you deploy, everyone on your team should understand why this change is occurring and how it benefits them. When the team understands what Airtable can do for your workflow and is aligned on why, they’ll be more open to changing the way they work.

☑ Key topics for your team to understand

Here are a few prompts to help you articulate your vision for Airtable. Answer these and you’ll be prepared for the majority of questions your colleagues might ask.

  • What goals will Airtable help you achieve? 

  • What challenges or pain points exist in your current process?

  • How can Airtable help solve each of the pain points listed above? (If you’re unsure of specific Airtable features to help tackle these challenges, our support center can help.)

  • What does a successful rollout look like to you (and your team)?

  •  How will you measure it?

Example launch plan 

☑ Assemble your dream team 

Now that you’ve defined your vision for Airtable, it’s time to gather the right team to make it happen. These roles vary depending on the structure and culture of your team, so adapt as you see fit. The important thing is that you define what’s expected of each stakeholder and how their role contributes to a successful rollout. Here are some roles we find helpful: 

  • Airtable lead: The person (or people) bringing Airtable to your team. They’re responsible for coordinating all activities to ensure a successful launch. Since you’re reading this guide, there’s a good chance you’re this person. Go you! 

  • Exec sponsor: Having a team, department, or company leader bought in on the vision for Airtable can go a long way in getting others on board. Ask your sponsor to communicate the goals, vision, and strategy behind your transition to Airtable. 

  • Training team: Team members who already use or “get” Airtable and can help roll it out. We recommend looping in these team members as you build your base and to help lead internal training sessions, especially for their teams or departments. 

  • Daily users: Work with a few team members who will be actively using Airtable for their daily work to provide feedback as you build your base. This will help ensure you’re building a solution that’s well adopted by the team. 

❓ When are you ready to introduce Airtable to the whole team? 

This varies by team. A general pattern we’ve seen with our most successful customers is it helps to work with a few team members to build out your base and get it ready for your team.  Think of it like staging a house to help people see the vision instead of being greeted by empty rooms (or in this case empty tables).

Ideally your base has a description, tables, example data, and at least one view.

Once you’ve recruited your team, work together to target a launch date. If you already have regular meetings related to this workflow, we recommend using some of that time to check in on your base. This is a great way to stay aligned with your team without adding another meeting. 

Before launch

Once you’ve created a rollout plan, make sure your base can actually accomplish the goals you outlined above: We recommend a 30-minute meeting to double check that your base will accomplish the goals you outlined before.

Next up: onboarding your team to Airtable

Once you’re happy with your base, you’re ready to train your team. And you guessed it, we have a guide for that, too.

No matter which layout you’ve chosen, don’t add so many elements that your interface turns into one endless scroll of information. Feel free to move blocks around to cut down on all that space, too. You can always create multiple dashboards for different roadmaps if your single dashboard is getting too long.

Preview & publish

Make sure your filters work by previewing your interface first. You can toggle the preview in the upper-left corner of the interface, which will let you test your editable elements and fields and view them as a collaborator.

When you’re happy with your interface, click the publish button. Congratulations! Your interface is ready to be shared 👏

Click the share button to invite individuals via email, or copy and paste the link if your team already has access to the base. Your organization now has a fleshed-out product roadmap they can quickly consult for goal and shipping updates.

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