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Ben Green
United States
Приєднався 24 чер 2020
This channel is here to show you how to set up systems that set you free from your business
I know far too many business owners who run on self-made hamster wheel, so I’m here to help you systematize, structure, and set up the machine that works while you sleep
B.S. in Operations & Information Systems from a top 10 business school and I’ve worked with multiple 6 and 7 figure businesses to implement and optimize systems that save time, increase margins, revenue, and provide freedom
Whether you’re here for a two-minute Airtable, Asana, Slack, Toggl, or Zapier tutorial or looking to DIY a whole new software stack for your biz, I’ve got your back. Helping CEOs the most with building an integrated relational database in Airtable that orchestrates with other systems in Asana, Slack, Quickbooks, and other softwares via Zapier.
If you’re interested in learning from me in a more structured format, or working with me directly, check out my services at: www.optimizeis.com/main
I know far too many business owners who run on self-made hamster wheel, so I’m here to help you systematize, structure, and set up the machine that works while you sleep
B.S. in Operations & Information Systems from a top 10 business school and I’ve worked with multiple 6 and 7 figure businesses to implement and optimize systems that save time, increase margins, revenue, and provide freedom
Whether you’re here for a two-minute Airtable, Asana, Slack, Toggl, or Zapier tutorial or looking to DIY a whole new software stack for your biz, I’ve got your back. Helping CEOs the most with building an integrated relational database in Airtable that orchestrates with other systems in Asana, Slack, Quickbooks, and other softwares via Zapier.
If you’re interested in learning from me in a more structured format, or working with me directly, check out my services at: www.optimizeis.com/main
Fillout Update Record Form URLs in Airtable | Ben Green 🚀
In this video, I will show you how to create Fillout form URLs that update existing records in Airtable instead of only creating new ones. I will guide you through connecting Fillout to Airtable, setting up the update record functionality, and generating unique form URLs for specific records. You will also learn how to embed these URLs in formula or button fields to streamline your workflows. If you are looking to automate updates or simplify record management, this tutorial will help you master Fillout form integrations with Airtable.
I hope you loved that video! Hit the subscribe button and smash the like button. If you have any questions or have a question you want answered, throw it in the comments section!!
🚀 Request a Consultation with us➔ www.optimizeis.com/main
AIRTABLE HELP
🚀 Request a Consultation here➔ www.optimizeis.com/main
Sign up for Airtable for Free➔ airtable.com/invite/r/YYUWaL1b
Get an On2Air Product➔ on2air.com/?via=been
Get Make here ➔ www.make.com/en/register?pc=optimizeis
MY FAVORITE SOFTWARE
🖥How I Built My Business (Airtable) airtable.com/invite/r/YYUWaL1b
💌How I Communicate with My Remote Teams (Slack) slack.com/create#email
📸How I Grow My UA-cam (Tube Buddy) www.tubebuddy.com/optimizeis
📈How I Make Business & Social Media Dashboards databox.com?fp_ref=optimizeis
📩How I Set Up Email for Myself and Clients (ActiveCampaign) www.activecampaign.com/?_r=1RFUVNU3
SAY HI
🧪Subscribe to my UA-cam ➔ ua-cam.com/channels/KzrQ_ne_qO7UoFk0yKq4lA.html
👥 LinkedIn Page➔ www.linkedin.com/company/68158151/admin/
🐦 Twitter ➔ www.linkedin.com/company/68158151/admin/
📸 Instagram ➔ bengreen16?hl=en
📰 Facebook Page ➔ OptimizeIS
WHO AM I?
My name is Ben Green, I am the CEO of Optimize IS. We help remote teams, small businesses, startups, and other small teams set up the information systems that run your business when you sleep. This allows you to save time, save money, be more efficient, and work in your zone of genius.
We do this though implementing “best practice” processes with the most integrated software stack to back up the processes. We implement software tools like Airtable, Asana, Slack, Toggl, Active Campaign, Process Street, JotForm, Zapier, and many more to make your business run smoothly. Also, we use methods such as database implementation, workflow automation, and systems integration. We have experts on our team in Airtable Consulting, Zapier Consulting, and Systems Integration.
You can learn more on our website (www.optimizeis.com/main). Here are some more benefits of our Automation Consulting:
• Reliable automation frees countless hours
• Streamlined workflows for better efficiency
• Increase revenue by eliminating faulty and inefficient systems
• Solutions suitable for non-tech savvy users
• Done-for-you, customized optimization of all processes
• Easy to use automation with little or no coding required
• Optimizing your software stack eliminates wasteful redundancies
*note: There may be affiliate links in this description or video*
#bengreen #automation #optimizeis #airtable #zapier
I hope you loved that video! Hit the subscribe button and smash the like button. If you have any questions or have a question you want answered, throw it in the comments section!!
🚀 Request a Consultation with us➔ www.optimizeis.com/main
AIRTABLE HELP
🚀 Request a Consultation here➔ www.optimizeis.com/main
Sign up for Airtable for Free➔ airtable.com/invite/r/YYUWaL1b
Get an On2Air Product➔ on2air.com/?via=been
Get Make here ➔ www.make.com/en/register?pc=optimizeis
MY FAVORITE SOFTWARE
🖥How I Built My Business (Airtable) airtable.com/invite/r/YYUWaL1b
💌How I Communicate with My Remote Teams (Slack) slack.com/create#email
📸How I Grow My UA-cam (Tube Buddy) www.tubebuddy.com/optimizeis
📈How I Make Business & Social Media Dashboards databox.com?fp_ref=optimizeis
📩How I Set Up Email for Myself and Clients (ActiveCampaign) www.activecampaign.com/?_r=1RFUVNU3
SAY HI
🧪Subscribe to my UA-cam ➔ ua-cam.com/channels/KzrQ_ne_qO7UoFk0yKq4lA.html
👥 LinkedIn Page➔ www.linkedin.com/company/68158151/admin/
🐦 Twitter ➔ www.linkedin.com/company/68158151/admin/
📸 Instagram ➔ bengreen16?hl=en
📰 Facebook Page ➔ OptimizeIS
WHO AM I?
My name is Ben Green, I am the CEO of Optimize IS. We help remote teams, small businesses, startups, and other small teams set up the information systems that run your business when you sleep. This allows you to save time, save money, be more efficient, and work in your zone of genius.
We do this though implementing “best practice” processes with the most integrated software stack to back up the processes. We implement software tools like Airtable, Asana, Slack, Toggl, Active Campaign, Process Street, JotForm, Zapier, and many more to make your business run smoothly. Also, we use methods such as database implementation, workflow automation, and systems integration. We have experts on our team in Airtable Consulting, Zapier Consulting, and Systems Integration.
You can learn more on our website (www.optimizeis.com/main). Here are some more benefits of our Automation Consulting:
• Reliable automation frees countless hours
• Streamlined workflows for better efficiency
• Increase revenue by eliminating faulty and inefficient systems
• Solutions suitable for non-tech savvy users
• Done-for-you, customized optimization of all processes
• Easy to use automation with little or no coding required
• Optimizing your software stack eliminates wasteful redundancies
*note: There may be affiliate links in this description or video*
#bengreen #automation #optimizeis #airtable #zapier
Переглядів: 98
Відео
Reviewer & Approval Workflow in Airtable | Ben Green 🚀
Переглядів 2763 місяці тому
In this video, I will walk you through setting up a reviewer and approval workflow in Airtable. Learn how to create an efficient system for reviewing and approving tasks and deliverables while ensuring the right permissions for each team member. I will demonstrate how to build a dedicated interface for reviewers, project managers, and designers, allowing for streamlined task tracking, status up...
Simple Workload Charts in Airtable for Creative Operations
Переглядів 1943 місяці тому
In this video, Ben Green demonstrates how to create workload charts in Airtable, focusing on project management and task assignment for creative production workflows. He explains the setup of a performance dashboard, the importance of tracking project status, and how to visualize workload through bar charts. The conversation also touches on the need for a more advanced understanding of workload...
Tracking the Days from Start To Finish & Reporting in Airtable | Ben Green 🚀
Переглядів 1303 місяці тому
In this video, I will demonstrate how to track the number of days from the start to completion of tasks or deliverables in Airtable. Using a creative production system as an example, I walk you through setting up date fields, automations, and formulas to measure the time taken for each task or project. Learn how to track progress, create dynamic reports, and build dashboards to visualize projec...
Tracking the number of revisions of deliverables in Airtable | Ben Green 🚀
Переглядів 733 місяці тому
In this video, I will demonstrate how to track the number of revisions for creative deliverables in Airtable. If you're managing a creative workflow or asset production process, tracking the number of revisions is key to understanding your project’s lifecycle. I walk you through how to use Airtable automations to update the revision count every time a task or deliverable goes into review. Learn...
Creating Deliverables from Creative Request Form in Airtable | Ben Green 🚀
Переглядів 1663 місяці тому
In this video, I walk you through how to generate a standard list of deliverables from a creative request form in Airtable. Building on the initial form setup, I will demonstrate how to add and link asset types, set conditions for deliverable requests, and automate task creation for designers and project managers. Learn how to streamline your creative workflow by integrating automations that as...
Creating a Creative Request Form in Airtable | Ben Green 🚀
Переглядів 1303 місяці тому
In this video, I will walk you through the process of creating a creative request form in Airtable. Starting with a base generated by Airtable's AI co-builder, I demonstrate how to enhance the form by adding key fields such as first name, last name, email, location, priority, and description. I also covers setting conditions like location filtering and validating short deadlines. This tutorial ...
Editing a Base After Using Airtable AI Cobuilder | Ben Green 🚀
Переглядів 1463 місяці тому
Editing a Base After Using Airtable AI Cobuilder | Ben Green 🚀
Using Airtable AI Cobuilder To Build a Creative Operations Workflow | Ben Green 🚀
Переглядів 2073 місяці тому
Using Airtable AI Cobuilder To Build a Creative Operations Workflow | Ben Green 🚀
Marketing Planning in Airtable | Ben Green 🚀
Переглядів 2073 місяці тому
Marketing Planning in Airtable | Ben Green 🚀
Using Conditional Color Formatting in Airtable Interface Dashboards
Переглядів 3663 місяці тому
Using Conditional Color Formatting in Airtable Interface Dashboards
Airtable Automation Guide: Looping Through Filtered Records | Ben Green 🚀
Переглядів 1483 місяці тому
Airtable Automation Guide: Looping Through Filtered Records | Ben Green 🚀
Enabling Deliverable Tracking in My Creative Production Airtable | Ben Green 🚀
Переглядів 1713 місяці тому
Enabling Deliverable Tracking in My Creative Production Airtable | Ben Green 🚀
Creative Brief & Content Planning in Airtable Interfaces | Ben Green 🚀
Переглядів 1923 місяці тому
Creative Brief & Content Planning in Airtable Interfaces | Ben Green 🚀
Update Record Forms Within Airtable + Special Appearance by My Little One!! 🐣
Переглядів 2553 місяці тому
Update Record Forms Within Airtable Special Appearance by My Little One!! 🐣
Prefill Formulas in Airtable | Ben Green 🚀
Переглядів 1143 місяці тому
Prefill Formulas in Airtable | Ben Green 🚀
Working with Status Fields & Dates in Airtable Full | Ben Green 🚀
Переглядів 2713 місяці тому
Working with Status Fields & Dates in Airtable Full | Ben Green 🚀
Creating Dependent Tasks in Airtable Project Management Task Templates
Переглядів 5473 місяці тому
Creating Dependent Tasks in Airtable Project Management Task Templates
Conditional Visibility on Airtable Buttons in Airtable Interfaces | Ben Green 🚀
Переглядів 2103 місяці тому
Conditional Visibility on Airtable Buttons in Airtable Interfaces | Ben Green 🚀
Sharing Interfaces with Conditional Filters in Airtable | Ben Green 🚀
Переглядів 2523 місяці тому
Sharing Interfaces with Conditional Filters in Airtable | Ben Green 🚀
Reminder Email and Tracking SLAs (Service Level Agreements) | Ben Green 🚀
Переглядів 1483 місяці тому
Reminder Email and Tracking SLAs (Service Level Agreements) | Ben Green 🚀
Approval Workflows in Airtable | Ben Green
Переглядів 4073 місяці тому
Approval Workflows in Airtable | Ben Green
Simple Approvals System in Airtable (including notifications!)
Переглядів 3293 місяці тому
Simple Approvals System in Airtable (including notifications!)
Conditional Visibility in Airtable Interfaces | Field Visibility 🚀
Переглядів 2913 місяці тому
Conditional Visibility in Airtable Interfaces | Field Visibility 🚀
Advanced Repeatable Task System in Airtable | Weekly Recurring Tasks
Переглядів 4843 місяці тому
Advanced Repeatable Task System in Airtable | Weekly Recurring Tasks
Simple Recurring Tasks in Airtable Project Management Base
Переглядів 4614 місяці тому
Simple Recurring Tasks in Airtable Project Management Base
Ben Solves: Airtable Invalid Size Error in Interfaces
Переглядів 1414 місяці тому
Ben Solves: Airtable Invalid Size Error in Interfaces
Copy the Options from Multi Selects and Single Selects in Airtable
Переглядів 4055 місяців тому
Copy the Options from Multi Selects and Single Selects in Airtable
Calculate Dynamic Due Dates on Tasks in Airtable
Переглядів 4475 місяців тому
Calculate Dynamic Due Dates on Tasks in Airtable
Thank you for this video Ben, please my question is can I become a workflow automation specialist without being a project manager? Ofcourse, I'm going to learn project management tools like asana, trello, airtable etc.
Yes you can! Those tools are most popular (Asana & Trello) but they have the lowest ceiling. Airtable has the highest ceiling and can be used for more than just PM!
@BenGreenSystems okay, thank you😊
basically people got used to excel , so they think in rows and columns and opening for everything one new excel book or sheet,, airtable is database ACCESS, EXCEL,SHEETS, withNOTION,(ALL PUTTOGETHR) so the appearances are deceptive
This is 100% true!
airtable primary key is important, lookup andd roll up are based on this,good
This + filtering, super important!
slowly you are coming nearer to audience, good, still public are stucked in excel format in brain, database with access and others have demoralised, till AIrtable came, good job
+ 1 for Airtable
primary field or key if you have shown from the scratch would help viewers, of course you are on some task and you gave your work video, especially record id and auto number seperate videos help. anyways goood
Do you have an example of a table that you want to see the primary key for?
Isn't it possible to do this directly through Airtable forms?
It is possible to do this with Airtable forms plus an automation, but it is simpler to do this with fill out because the form also updates the values if you refresh.
Thank you Ben! It helps me a lot! Love your videos, they are beneficial 🙏
You are welcome! Glad you found it useful!
Hi Ben Green, Thanks for the tutorial, I want to change the primary field of my data which is synced from Salesforce, I don't want to change the primary field in Salesforce but I only want it to change in Airtable. What can I do?
I encourage you to change it when you set it up, not afterwards. This may be too late if you've already really started working that sync table into your workflows.. "Which field should be used as the primary field?" in start up wizard for sync tables
Thanks mate 👍
You are welcome!
The pricing for this is 250 usd/month
Wow! That is increased!
WORKS!
Glad you are still getting value!
Its a paid one
Ah, yes, that is true
Thanks Ben ❤
You are welcome!
How you activate the dark mode? Is it an extension?
Google chrome extension - Called Dark Reader
Hey Ben- is this method better than record templates? Or just another way of doing task templates?
This is just a personal preference because I like record templates to be editable via interface users. Record templates are only on the base level. The table method also gives you a little bit more flexibility.
Lifesaver Ben!! I couldn’t figure out how to do this based on a status change. I’m using this automation combo to help setup task templates.
Awesome to hear - sounds like a great use case!
Super helpful. Thank you!
You are welcome!
Thank you, I need to copy across a list of 200 countries as a single select and this is so helpful
You are welcome! Glad I could help!
Great hack!
Glad it was useful!
Does this solution work to set up a task that has multiple predecessors? For example, task 6 in Large depends on task 4 and task 5? If not, any ideas how your solution can be applied to allow it?
Would highly suggest the Gantt timeline view in interfaces to show multiple predecessors
I have a column named COMPANY_DOMAIN and it have some values , some values are being repeated multiple times so i want to count their number of repetition and show it in another column named COUNT , how can i do that. Like if a domain name is being repeated 2 times show it should show 2 in COUNT column.
Duplicate field, convert to linked record where table is a new table, add count field on new table, then on the original table, lookup the count field
amazing
Glad you found value!
thank you
Glad you found value!
great
Glad you found value!
so handy for my exact use case. thanks!
Glad you found value!
great
Glad you found value!
great
Glad you found value!
Thank you cap...
Glad you found value!
Ben, Can I email you or call about some more detailed information about airtable and your services?
Yes, email me at ben@optimizeis.com!
Thank you for the information Ben. I’m very new to spreadsheets and airtable. My option doesn’t have a drop down box under formulas?
Do you mean a single select field? Could you ask this in another way?
How to take away access once shared? Can you pls make a video on that and share?
Informative vid 👍 thank you
Great vid 👍 thank you
Glad you found value!
Very nice. Discovered this channel from a video you made 4yrs ago. Keep going. New sub. 🍺 cheers from New York City
Excelente
Hey Ben. Are you using the old Record Review layout in this video?
Hi Ben, thank you for teaching us consistently. How about you start the video right from the top as you continue building. In this case, the prompt you used to create the app using the cobuilder. I am a beginner using Airtable. Just asking so that it can help me to understand and grasp the concepts better. Thank you.
Thank you Ben.
😊😊😊
Not really for an accounting number.
I hate airtable
Hi Navy!!
So cute, Best video ever!
Hi Ben! I'm glad to see you back on UA-cam sharing such fantastic content! I'm not sure if this is possible, but I've been struggling to create a sharable interface that only displays requests submitted to Airtable by users from their respective departments. For your reference, I have a separate table containing all users and their linked departments. We have around twenty departments, and about three to six different requesters per department and when I share the interface, I would like each department to see all requests made by anyone within that department, rather than requests made by themselves. I've been experimenting with this, but I can't seem to get it to work properly and probably not possible but throwing this out there.
hi, do you have any video about how to connect airtable to Power BI?
Thank you so much for this - Really helpful.. I feel these videos are so underrated
Hi Ben, at 13:41 why did you opt to choose the Air Table Record ID over the Name? I would have thought that be selecting the Record ID, it would have spat out that random string of text and numbers? Any clarity would be great! Love your content. Just subbed.
Cant wait for more content Ben!
Get the base here -> news.optimizeis.com/c/project-management-2
is it possible to have conditionally visible statuses in a Kanban? i have an Assembly line of 100 statuses but want a view that only focuses on 10 of them