Airtable for OBMs | $197

This class teaches OBMs how to confidently use Airtable from the ground up. You’ll learn how to build bases, use formulas, create automations, and set up views that make your backend not just functional—but powerful. No fluff, no over-explaining. Just what you need to actually use Airtable in client work.

GET ACCESS TO THE CLASS

Downloadable Resources

This class comes with ready made templates so you can implement and learn immediately.

On-demand video

Learn the skills you need in hours and not months for each lesson.

Lifetime Access

Keep your class materials for

the life of the program.

This class is for you if

Airtable has always felt confusing or “too much” to learn.
You want to confidently build backend systems for yourself or your clients.
You’ve been avoiding using Airtable because you didn’t know where to start.
You need a repeatable way to organize data, automate tasks, and collaborate with teams.

Template Inclusions

Airtable BusinessOS Base Template (12 Tables Included w/a How to Guide)
Zapier Workflow Template for Using Airtable as a CRM

What You'll Learn

Module 1 - Data

Set up your Airtable workspace and master the building blocks (bases, tables, records, and fields)

Learn the key field types and formulas OBMs use to organize client operations

Design clean, usable views (grid, calendar, gallery, kanban, timeline, and more)

Use Airtable Sync, extensions, and tools to connect data across teams and systems

Module 2 - Automations

Understand how automations work and when to use them

Build automated workflows to send emails, create docs, and update records instantly

Learn how to set up recurring updates and reporting without manual effort

Module 3 - Collaboration

Invite clients and teams to your bases with the right access levels

Share data safely using views, permissions, and links

Set up collaboration best practices so nothing falls through the cracks

Module 4 - Forms

Create client-friendly Airtable forms (classic and public styles)

Capture inquiries, project details, and client data directly into your systems

Streamline onboarding and offboarding using connected forms

Module 5 - Airtable Interfaces

Learn how to build custom dashboards and client-facing portals

Break down interface layouts step by step to visualize data beautifully

Control what clients and teams can see with flexible sharing settings

Module 6 - How to Use Airtable as a Full CRM

Set up your CRM base to track leads, clients, and projects in one place

Automate form submissions, record creation, and follow-ups

Create record templates, dashboards, and reporting tools built for OBMs

Use advanced tools like Web Clipper and custom dashboards for next-level client management

Frequently Asked Questions

Do I need to know anything about Airtable before taking this?

Nope. This class starts from scratch and walks you through exactly what to do, step by step.

Is this only for client work, or can I use it for my own business?

Both. You’ll learn how to build systems that work for client projects and your own backend.

Does this include templates?

Yes. You’ll get a plug-and-play Airtable base along with cheat sheets, planning guides, and pre-built examples to work from.

How long does the class take to complete?

Most OBMs finish the class in a few hours and revisit it anytime they’re setting up a new system.

Will this class teach me how to use Airtable’s new AI features?

Yes. We’ll cover AI fields, how they work, and when to use them.

Airtable doesn’t have to feel overwhelming.

You just need someone to show you how to use it for real business workflows—not just pretty tutorials. This class gives you the exact tools, templates, and walkthroughs to finally make Airtable click.

Let’s build a backend that works.