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Track portfolio companies, manage fundraising efforts, or support your growing startup with pre-built templates from Airtable.
World-class social media teams move fast. This template combines your content calendar and social media campaign planning in one place, streamlining content creation by displaying key events and dates right alongside your social media posts. Manage your content plan and publishing schedule...
Managing content is an essential task for marketers – but it doesn’t have to mean juggling spreadsheets, calendar reminders, and scattered point solutions. Our free content calendar template gives you a clear, end-to-end view of your content pipeline, from planning to performance, so you can keep...
About the project and task tracker template Projects move fast—and priorities shift just as quickly. But when teams rely on disconnected tools and manual workarounds, momentum stalls. Airtable’s project tracking template brings everything into one place, giving you a flexible, real-time...
About the product catalog template Transform simple product details and images into a polished, market-ready catalog with this template. It centralizes and organizes everything—images, order numbers, categories, and statuses—so employees and managers always have the information they need at...
This podcast editorial calendar template, based on the fictional Innovator Diaries podcast, will streamline your entire podcast production process— from planning upcoming guests and topics to managing the transcription and sponsorship processes.
Deepen your current relationships and expand your network with this Personal CRM template. Keep track of friends, family, coworkers, mentors, service professionals, and anyone else who matters in your daily life. Typical CRMs are too rigid or too expensive, and relationships fall by the wayside...
Your go-to employee directory for the whole company. Track contact info, roles, start dates, birthdays, dietary restrictions, and everything else you need to keep your organization connected and informed. Try the template What is an employee directory? An employee directory is a...
A strong onboarding experience sets the tone for everything that follows. Those first few days don't just shape initial impressions: they determine how quickly new employees become productive, how much they contribute, and whether they stay with your company long-term. The difference comes...
Build an editorial calendar in minutes Jumpstart your content planning with a ready-to-use template that does the heavy lifting. Use AI to brainstorm blog topics, set deadlines, and track performance, all in one place. It’s your single source of truth for content collaboration, so your social...
Airtable is a simple and fast way to keep track of your employees' hours worked across different projects. Easily update or add information on the go with our mobile app.
Customer testimonial template for reviews and case studies Your happiest customers are your most powerful marketing asset. Airtable's customer testimonial template gives marketing teams, sales organizations, ecommerce businesses, and agencies a centralized system to collect, organize, and deploy...
About the expense tracking template Every finance team knows the story: departmental budgets look solid on paper until you dig into the actual spending. That "Office Supplies" line item seems reasonable, but when you discover the marketing team's monthly software subscriptions have crept up 40%...
Are you a startup founder looking for the best way to get your great product in use by the masses? Other entrepreneurs and developers have had great luck using a scientific approach to finding the best tricks for their growth team to implement. This template is perfect for providing structure to...
Keep track of prospective deals including contacts, valuations, notes, and attachments. Add links to Crunchbase and LinkedIn profiles. Best of all, you can easily adapt this template to your exact workflow. Try the template
Keep track of existing portfolio companies, with support for multiple rounds, associated contacts, term sheet attachments, press mention tracking, and more. Add or change fields and tables to customize this template to your exact workflow. Try the template
A dozen candidates apply for a job. Each is in different steps of the process. And each requires dedicated emails, messages, follow-ups—and a partridge in a pear tree. If this is starting to sound like one of those “one train leaves Boston going 75mph” math problems, you’d be right. But...
Stop the presses! Track your journalist contacts and competitors' press mentions with this template.
All your copy, all in one place—and this template even includes a character count tracker to make sure you don't get too long-winded. Using this won't make you the next David Ogilvy, but hey, it can't hurt!
Great event management isn’t just about planning—it’s about knowing your audience. Airtable’s event marketing plan template helps you organize everything from webinars to VIP dinners, while AI enriches attendee data, personalizes outreach, and equips your team with tailored talking points. Track...
Keeping your product message consistent is a challenge, especially when you manage a team where different people with distinct voices are writing external-facing copy. This template is perfect for the leader of a marketing department looking to keep all of their content true to one brand...
Great software needs to work well. But with every new feature, functionality tweak, design update, and push to prod, you run the risk of bugs appearing. For every “drop everything” bug fix needed, there are a dozen “mostly just inconvenient” bugs. Track, prioritize, and squash with this bug...
As a marketing professional trying to expand your brand, you need to make sure the strong brand identity you've created comes across in each and every asset you use in your marketing campaign. This asset management template helps you structure a wholistic organizational approach to brand...
Launching a new product requires coordination across many teams. Product management, product marketing, engineering, sales, and customer support all contribute to the launch process, but each group needs different information to do their work effectively. This product launch plan template helps...
What was that reporter's name again? Who did they work for? Don't be caught off-guard with questions like these! Keep all your journo and media contacts in one convenient place.
Managing multiple social media advertising campaigns can quickly become fragmented and inefficient without a centralized system. Budgets live in a Google Sheet. Creative assets are scattered across Canva folders and email threads. Performance data sits inside each platform's native dashboard. And...
Hey, where’d all the paperclips go? Is the printer out of toner? Not this time! Thanks to Airtable’s Office Inventory Management Template, it’s a cinch to keep track of all your office supplies, costs, and sources. And that makes it easier to budget accordingly and order supplies before they...
A recent survey found that 57% of global CEOs surveyed believe that "Having the right culture to foster and support innovation" is one of the most important ingredients for successful innovation. Our innovation idea management template helps you collect, evaluate and drive a portfolio of...
About the customer feedback form template Understanding what your customers actually think, about your product, your service, your onboarding experience, your support, is the difference between guessing and growing. Airtable's customer feedback form template gives you a structured, customizable...
Risk assessment is a core component of any risk management strategy, where potential risks or hazards are identified, analyzed, and prioritized so that teams can act before problems arise rather than scrambling to respond after the fact. This template gives you a clear, structured way to work...
Plan campaigns, manage your email templates, track open rates and conversions, and collaborate with your team, without bouncing between tabs. Everything from welcome emails and abandoned cart flows to win-back sequences and newsletter templates, organized in a single workspace, so nothing slips...
Sales teams spend hours every week looking for information they should be able to find quickly. A rep preparing for a high-stakes enterprise sales call shouldn't be digging through shared drives and email threads hunting for the right case study. A sales manager shouldn't be fielding the same...
When you're working at an in-house content marketing team, it's easy to get wrapped up in the hard work of writing and producing content and forget all about the end goal:driving business results.If you want your content to succeed, you need to bake results-driven thinking into every stage of...
When you truly understand your customers, it becomes virtually impossible to go wrong with your content. Everything from the types of articles you write to the ideas you come up with to the distribution channels you use emerges from the who, what, and why of your customers: Who: what role do...
By remixing, reusing, and republishing existing content, you'll be able to confidently publish new high-quality content every day with a constant wellspring of new ideas. If you're not getting new content out there for your company every day, whatever content you do manage to publish will get...
Is your product team growing? Having trouble visualizing how to add engineers and product managers to the team? Org charts are indispensable tools for not only planning your team structure, but also communicating that new structure to your team as well as other internal and external stakeholders....
Marketing teams grow fast, and organizational clarity rarely keeps pace. One quarter you have a handful of generalists covering everything from email campaigns to brand strategy. The next, you're managing content marketing, digital marketing, influencer marketing, and product marketing...
Sales team growing fast? Having trouble visualizing how to build a high-performing sales organization? Org charts are indispensable tools for not only planning your sales team structure, but also communicating that new structure to your salespeople as well as other internal and external...
Are you building a fast-growing startup team and planning for the future? Org charts are indispensable tools for not only planning your team structure and communicating that structure to your team, but also maintaining a company culture as you grow. This modern, flexible org chart template is...
What is a risk matrix? A risk matrix is a visual tool used in project management to evaluate and prioritize risks by plotting them on a grid based on two key dimensions: the likelihood of a risk occurring and the potential impact it could have on your project or organization. By combining risk...
User story mapping is a prioritization technique that helps product teams see how each potential new feature fits into the customer's experience of a product. By visualizing user activities, user tasks, and workflows, product managers and team members can better understand user needs, streamline...
Understanding your project stakeholders is one of the most important steps in any project plan. Without a clear picture of who has influence, who has a vested interest, and what each person needs, teams risk miscommunication, missed buy-in, and delayed decisions. With this stakeholder analysis...
A product roadmap gives your team a structured, flexible way to plan what you’re building, why it matters, and when it’s delivering value. It connects strategy to execution by aligning goals, initiatives, milestones, and stakeholders in one shared workspace—so everyone can see progress in real...
Successful business planning starts with a strong business roadmap. Whether you are a new business rolling out your first strategic plan, a small business redefining your strategic goals, or a large corporation revamping your business plan, the business roadmap provides a big-picture view for all...
This template makes it easy to match the right creative talent to the right project while facilitating skill development across the agency. It is designed to be a starting point for fast-moving agencies of any kind: advertising, digital marketing, social media, public relations, or anything else....
Manage your fundraising with maximum efficiency with this template. Your team can pool your collective address books, identify the funds you want to target, build out profiles for the VC firms and investors, and pinpoint potential introduction. Take it a step further by tracking every interaction...
Most CRM products make a few too many assumptions about how a CRM should work for you. We don't pretend to understand your business better than you do. Get this lightweight CRM up and running in a matter of minutes and customize it to fit your unique needs today. This template is perfect for...
Having trouble visualizing how to build a high-performing organization? Want to quickly compare several potential company structures at once? Org charts are indispensable tools for not only planning your team structure, but also communicating that new structure to your internal and external...
One pagers are a useful way to educate your customers on your product and offerings. Instead of spreading your work–content creation, designing, project management and organization–across different programs, you can do it all in one place with this template! Every one pager should educate the...
Your customers can serve as your best advocates, and having testimonials and case studies available in various industries will help sales reps have tailored conversations with any potential buyers. Build a library of case studies that showcases all of your use cases, industries, company types and...
The single biggest driver of employee retention isn't compensation, it's whether people feel like they're growing. When employees can see a clear path forward, have access to the training programs and development opportunities that match their career goals, and feel supported in building new...
Employee training is a continuous process that starts long before onboarding. Developing training content, assigning it to employees, and following up to ensure it’s finished can be a slog, but the right tools can make it easier. Here’s how to keep track of content, employees, and progress, all...
A talent assessment exercise can help you identify your organization's high performers for effective succession planning, discover what development needs exist in your organization, and future-proof your org. With a 9-box grid and a formal talent review, you can evaluate an individual's...
Build a structured hiring process that finds the right people. Whether you're a hiring manager, recruiter, HR leader, or new to interviewing candidates, a well-organized inventory of interview questions is one of the highest-leverage tools in your hiring process. With this template, you can...
Communicate and manage your employee policies with a searchable knowledge base. Share it with new team members to help them ramp up to your organization's policies and perks, or with clients to minimize one-off requests. Always keep your HR information up-to-date with reminders to review...
Keeping track of employee programs, ad-hoc client requests, and strategic initiatives can get unwieldy across a growing team and organization. Organize all of your team projects and to-dos in one-place for better collaboration and management. This template was designed for global HR teams...
Employee engagement is the emotional investment employees have in their workplace. It reflects employee sentiment and is shaped by factors like workload, leadership support, professional growth, and broader economic conditions. For human resources teams looking to improve employee experience and...
As the internet has expanded, so have the possibilities for today’s digital media companies, whose websites and social accounts often blur the line between a newspaper, a lifestyle magazine, and a television network. With so many pieces and types of content to publish and promote daily, how can a...
When you're on a distributed team, you need a set of tools that will help you drive alignment and team cohesion. This remote team hub is an all-in-one source of truth for your entire team, combining a team directory, a project-tracking dashboard, team meeting notes, an org chart, and a library of...
Keeping track of your company’s physical assets can be especially challenging when working as part of a distributed team. You need to be able to find out who has any given company asset at any given time—and what condition that asset is in—but also able to give your employees the appropriate...
All teams—be they colocated, remote, or fully distributed—can benefit from greater insight into what each of its team members is spending their time doing. One way to achieve this is via daily (or weekly) check-ins. Designed to be as lightweight and low-friction as possible, this template uses a...
Get the most out of your team meetings by ensuring a central location for all your notes and agendas. This lightweight, low-friction template offers a form that team members can use to suggest meeting topics in advance, as well as a page designer block which automatically formats your notes on an...
When organizing virtual events, there are a number of different factors you need to manage. This is a template you can use to both plan virtual events and manage signups for those events. Collect signups with forms, and visualize your event schedule in whatever way makes the most sense for you:...
Add some rigor to your journey towards product/market fit with this Superhuman-inspired system. Use Airtable's built-in forms to survey your users, visualize your different customer segments with charts, and then start building a feature roadmap to double down on those users who would be most...
Inspired by Steve Blank, this customer development CRM is a single source of truth for managing customer discovery conversations. Use this customer development CRM to keep track of all your potential customers, manage customer discovery conversations, extract and categorize useful nuggets...
Social media isn't just where people scroll: it's where conversations, culture, and customer relationships are built in real time. Yet with algorithms shifting, platforms multiplying, and audiences expecting more than ever, many teams struggle to turn their social presence into a clear, effective...
Use this marketing strategy template to turn high-level goals into coordinated, measurable execution. Plan campaigns, define your target audience, and connect initiatives to real business outcomes in a structured workspace your team can actually run on. With built-in AI, you can analyze...
About the go-to-market (GTM) strategy template Launching on time takes more than good intentions—it takes structure, clarity, and the right tools to keep teams aligned. Our go-to-market strategy template brings every tactic, timeline, and team into one collaborative workspace. Break down goals...
What is a sales strategy template? A sales strategy template is a comprehensive business plan that maps out how your company will sell its products or services to hit revenue goals. Airtable's sales strategy template acts as a roadmap for your sales reps and stakeholders — defining your target...
Product strategy and roadmapping your brand Turn bold ideas into a clear product strategy. This template helps product managers and product teams translate product vision into structured initiatives, measurable outcomes, and a coordinated roadmap. By keeping product development, marketing...
Hiring the right people is one of the most consequential things an organization does, and one of the most operationally complex. A single hire involves dozens of touchpoints: writing the job description, posting to job boards, sourcing through LinkedIn and employee referrals, screening...
About the digital marketing strategy template Use our digital marketing template to plan campaigns across digital channels, manage content, and track progress toward key goals like brand awareness and conversion rates. Stay fully aligned with your business objectives and marketing budget every...
Resource planning in Excel can only take you so far. Airtable’s resource management template uses built-in AI to help you assign the right resources, automate tasks, and get live updates. It’s everything modern teams need to move faster. [Use Template]...
Prospect research has always been one of the most time-consuming parts of nonprofit fundraising. Before a single conversation happens, fundraising teams spend hours, sometimes days, piecing together donor profiles from public records, social media, LinkedIn, wealth screening tools, and giving...
In a market moving at AI speed, stale research can cost you. Airtable’s AI-powered competitive analysis template keeps your intel fresh and actionable. It continuously monitors competitor messaging, content, pricing, revenue, and product updates—analyzing thousands of insights from blogs, social...
Make every sales meeting count with a clear, structured agenda. Airtable’s sales meeting agenda template helps sales leaders stay focused, share updates, and drive meaningful discussions—without cutting into selling time. Sync it with Google Calendar to instantly pull in meeting details and...
A product roadmap gives your team a structured, flexible way to plan what you're building, why it matters, and when it's delivering value. It connects strategy to execution by aligning goals, initiatives, milestones, and stakeholders in one shared workspace, so everyone can see progress in real...
This executive summary template gives project managers, team leads, and business professionals a structured workspace to document project overviews, track stakeholders, and surface key findings in real time. Embedded AI agents synthesize and surface data across your project tables into a...
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