Airtable - 🗂 Business Wiki_ ⚡️ Templates & Assets - 3 February 2022
2:51AM Feb 3, +0000
Speakers:
Keywords:
templates
links
business
workflow
assets
view
grouped
edit
host
tasked
documentation
closing
wiki
pdf
department
great
air
marketing
team
team member
Now if we move on to a really important part of any business wiki is where you actually host any templates or any assets, or things that you are going to need to be able to complete a workflow. So even if a workflow is completely from start to finish, it is automated, you're still going to have things potentially that templates, you're going to have links to questionnaires, you may have Canva links, in this example, to a welcome packet, whatever it may be, if you host discovery calls, and you wanted a link to where your script is, or if you had it in a PDF, or whatever it may be, you have a home for it. And it's really great if you are using a kind of integrated use of air table and Google Docs, because you could just put the Google Docs link in here and anyone in your team is then able to go in and look okay, I need to see how to edit a podcast episode of that something they're tasked to, it is really easy to see the documentation first in the workflow, and able to see what templates are needed to be able to edit that podcast. So here you're reducing all of the time of people looking for things are you're also closing in that time of onboarding a team member. And you're getting people up to speed with everything in terms of where things are in the business, and what templates and assets are needed for a workflow to be completed. Now, this is currently grouped by one field, which is going to be the workflow documentation, anything in here. But we've also grouped it by business department, which is up here. So everything in client success, you can see all the different types of templates. You can see everything in marketing. Once you build this out with your own assets, you're able to see everything at a view from every single workflow to every business department. And then you're also able to view it as assets if you wanted to use this gallery view to be able to see things that PDF, so images is going to be really great that way as well. Especially if you have a business that is marketing forward or content forward. It's really great to be able to have a quick view of any links or any assets that have been added to that particular record.