Set (and hit) your Airtable goals

Teams operate best when they know what success looks like. When it comes to setting your team’s goals in Airtable, establish them early, and check in on the progress often. Here’s how to get started tackling that task.

1. Revisit your launch goals 

A few weeks after your new workflow is up and running, ask your launch team for feedback. This check-in is an important opportunity to spot any gaps or challenges early. By addressing potential issues as soon as possible, you can help ensure your new workflow becomes the new norm. 

You’ve already defined success as part of your rollout plan. If you didn’t have a chance to do this, now’s the time to outline your goals.

Here are a few questions you can ask your launch team:

  • Are we cutting down on unnecessary steps? 

  • Is the team able to work more efficiently? 

  • Are we able to produce work faster?

  • Has the quality of work improved?

  • Does leadership have increased visibility into what’s going on? 

With your team, review your success criteria, and ask yourselves “are we achieving our intended goals?” If the answer isn’t yet a resounding yes, drill into the reasons why. Airtable is flexible, which means you can update and evolve your base as you learn.

Take action: Schedule a check-in with your launch team, and review the success metrics you’ve laid out for your launch.

2. Collect feedback from your team

Don’t just collect feedback from core stakeholders—check in with anyone who’s using Airtable for their work. Here are a few ways to get input:

  • Internal user survey: Use a survey to collect feedback on how people are using your base, how it’s performing against your success criteria, and anything else people want to share. Here’s an example survey to get you started.

Pro Tip

Use an Airtable form to run your survey. This way, you can create a survey and review responses right from where you’re already working—without having to switch to another tool. 

  • 1:1 meetings: While surveys are effective for gathering high-level feedback, one-on-one meetings can give you richer responses. Talk to a few team members who represent a range of use cases. If you can, ask them to show you how they use Airtable, so you can really understand what’s working and (more importantly), what’s not.

Once you understand how your base is performing, get your rollout team back together. Share what you learned from your survey, both the good and bad. Questions or feedback help you spot areas to optimize—and if your team is engaged, you should expect them to point these opportunities out.

Pro Tip

Set up a Slack channel to capture ongoing feedback on Airtable from your team. You can pin the link to your feedback form at the top of the channel. 

3. Act on insights to optimize success over time 

Work with your team to recognize successes and identify ways to refine your workflow. If you need advice for improving your Airtable base, you can always contact our team or map out the steps of your workflow with this guide.

Once you have a plan for validating and addressing concerns, circle back to your broader team to let them know their feedback was heard. 

As you continue to use Airtable, periodically repeat this process to ensure your solutions evolve alongside your team. This applies to both your existing workflow and new processes you develop. Additionally, we recommend Airtable training for all new hires.

4. Expand into new use cases 

Once your team has one process or workflow running smoothly in Airtable, it’s time to identify the next. The more you’re able to connect and align information from across the company, the better you’re able to take action and make informed decisions. 

As new use cases and people come on board, work with your team to follow the same best practices outlined in these guides: define your goal, build your base, onboard your team, and then, optimize your workflow. It’s worth the investment to build a solution that works for your entire team. And as always, we’re here to help if you need anything along the way.

Congratulations on getting your team up to speed with Airtable, and ensuring your processes are running smoothly. Next, let’s dig into some ways to make your workflow even easier and more efficient—starting with automations.

About the author

AirtableOur mission is to democratize software creation by giving everyone the power to create—and not just use—the tools they work with every day.

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