I use Airtable as a database to store information and perform automation with scripting.
I use Airtable to get leads from my Pipedrive account to store in the Airtable base. I use it to track speed to leads of my sales personnel. For example, when a client calls, I use it to know exactly the time they take to answer that call. I also use it to document processes. We have a calibration company, so we save our information, such as the tools we use, the last calibration date, expiring dates, and so on. We use automation to remind us when particular equipment will expire for recalibration. Those are some of the things we do with Airtable. We can send reminders to different departments that are responsible for that.
I have integrated it with Google Workspace. If our equipment is due for calibration, it is integrated with Gmail, so we can send the due dates to the team responsible for recalibrating the equipment. It can also send notifications through Slack to different departments that are responsible. I have done that integration before.
We use Pipedrive for our CRM, and instead of typing different customer names inside Airtable, we now use webhooks to connect it to Pipedrive. Pipedrive sends the information to Airtable and it automatically populates in the Airtable database. Instead of manually calculating the speed to lead for each sales agent, it does it automatically, which reduces error and improves efficiency.
What I appreciate about Airtable is its ease of use and automatic saving feature. When using Microsoft Excel, you might forget to save your documents, but with Airtable, it saves automatically. You can also perform complex tasks that might not be possible with other platforms such as Excel. You can add PDF documents, perform basic automations, and even do scripting with Airtable.
Airtable has really benefited us in document storage. You don't need to search for different documents everywhere. Everybody has a particular base for different purposes, so you add information to those bases and anybody can access it at any point in time anywhere in the world.
It has helped us by eliminating the need to carry our systems around. You can log in from anywhere in the world, access your account, and work with it anywhere.