Claribase

Airtable Mastery

Teaching you to build world-class Airtable solutions

Build on your existing Airtable skills. Learn to design, create, and manage Airtable databases that adhere to the highest industry standards.

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BECOME AN AIRTABLE CHAMPION

A Course Designed for those who want to learn Airtable the right way.

The Airtable Mastery course is designed to help you become your organization’s Airtable expert and champion.

Throughout the course, students will learn everything they need to build, manage and grow the Airtable bases they work with each day. The course will start with fundamentals, and quickly dives into advanced topics like database schema design, data management, custom fields and formulas, advanced interfaces/views, and automations.

The course is instructed by award-winning and preferred Airtable partners, Cherry Yang and Chantal Sousa. They will be there each step of the way as you learn Airtable.

Airtable Mastery Course Overview

About the Instructors

Cherry Yang and Chantal Sousa are consultants at Claribase and have helped over 100 clients create world-class Airtable databases. They bring a wealth of knowledge and experience to the Airtable Mastery course. Their combined expertise in business operations and Airtable make them well-equipped to teach a range of topics. Chantal and Cherry are passionate about sharing their knowledge ensuring that their students receive a high-quality learning experience.

Course Overview

In the Airtable Mastery course, we teach Airtable in a way that aligns with how we, as consultants, would have wanted to learn the tool if we had a chance to start over. Our goal is to provide an effective learning experience for future Airtable champions based on our expertise from working with over 100 organizations.

Completing this course will help you:

Who is the course for?

For the Individual:

This course is designed for people who want to use Airtable professionally and help their team innovate and collaborate better. It is aimed at individuals who want to leverage Airtable in a professional setting, become an Airtable champion for the organization, and want to learn the tool the right way.

For the Organization:

This course is here for innovative organizations that want to leverage Airtable to help their teams communicate, collaborate, and automate. By having a single source of truth and giving people access to relevant data, the entire organization is able to be more effective while removing silos.

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Learning Path

Module 1 - Database Design
Module 1: Database Design

Module 1 explores the concept of scalable database design and the fundamental principles of implementing modular, maintainable, and scalable Airtable bases. In Module 1 we'll cover: ➣ Defining database scope ➣ Relational database principles ➣ How to define business needs ➣ How to define Airtable base requirements ➣ Designing Airtable base architecture ➣ Creating an Airtable base

Lesson Structure

Lesson 1 - What is design?
Lesson 2 - Types of Relationships in Airtable
Lesson 3 - Airtable Taxonomy
Lesson 4 - Airtable Relationships Demonstration
Example 1 - Airtable Base - CRM
Example 2 - Airtable Base - Project Management
Example 3 - Airtable Base - Website Development
Lesson 5 - Setting up an Airtable Base
Lesson 6 - Using the Base Schema Extension
Extra Credit - Airtable Pricing
Extra Credit - Airtable Sharing
Extra Credit - Airtable Permissions
Extra Credit - How to get help on Airtable
Extra Credit - Start with a template
Module 2 - Scalable Database Implementation
Module 2: Implementation

In Module 2, we take a deep dive into Airtable and create an Airtable base from scratch - exploring all the features available to you when building a base. In Module 2 we'll cover: ➣ Fields (All 28 types) and tables ➣ Formulas (Text, Numeric, Date/Time, Arrays, Record Functions) ➣ Views (Grid, Form, Calendar, Kanban, Timeline, Gantt, Gallery) ➣ Data Synchronization ➣ Automations (Triggers & Actions, Tools, Email, Time Based, Zapier Automations, Conditionals, 3rd Party Integrations) ➣ Reporting (Rollup Fields, Pivot Tables, Quarterly/Annual Reporting, Charts/Graphs)

Lesson Structure

Section 1 - Airtable Bases
Section 1 - Airtable Bases
➣ Lesson 1 - Introduction to Bases
➣ Lesson 2 - Field Types
Section 2 - Formulas
➣ Lesson 1 - Introduction to Formulas
➣ Lesson 2 - Text Formulas
➣ Lesson 3 - Numeric Formulas
➣ Lesson 4 - Date and Time Formulas
➣ Lesson 5 - Arrays
➣ Lesson 6 - Record Functions
Section 3 - Views
➣ Lesson 1 - Introduction to Views
➣ Lesson 2 - Grid View
➣ Lesson 3 - Form View
➣ Lesson 4 - Calendar View
➣ Lesson 5 - Kanban View
➣ Lesson 6 - Timeline View
➣ Lesson 7 - Gantt View
➣ Lesson 8 - Gallery View
➣ Lesson 9 - Organizing Views
➣ Lesson 10 - Conclusion
Section 4 - Automations and Integration
➣ Lesson 1 - Automation Introduction
➣ Lesson 2 - Triggers and Actions
➣ Lesson 3 - Tools for Automations
➣ Example 1 - Email Example
➣ Example 2 - Gmail Example
➣ Lesson 4 - Time Based Trigger
➣ Lesson 5 - Zapier Automations
➣ Lesson 6 - Conditionals
➣ Example 1 - Zapier: Calendly Demo
➣ Example 2 - Zapier: Create or Update Contact
➣ Example 3 - Zapier: Wrap Up
Section 5 - Reporting
➣ Lesson 1 - Reporting Introduction
➣ Lesson 2 - Understanding your reporting needs
➣ Lesson 3 - Reporting with rollup fields
➣ Lesson 4 - Pivot Tables
➣ Lesson 5 - Quarterly or Annual Reporting
➣ Lesson 6 - Charts & graphs
Section 6 - Permissions
➣ Lesson 1 - Permissions
Module 3 - Interfaces and Third Party Tools
Module 3: Support

Module 3 wraps up the course by exploring how to supercharge an Airtable database with Interfaces & Third Party Tools. We also cover all need to know about maintaining your Airtable system as your organization continues to scale. In Module 3 we'll cover: ➣ Airtable Interfaces (all build elements and templates covered!) ➣ Useful 3rd Party Tools (On2Air, MiniExtensions, Pory, Stacker) ➣ Permission Management ➣ Ongoing training & team onboarding ➣ Best practices for maintaining your database

Lesson Structure

Preamble - Introduction to Interfaces and Third Party Tools
Section 1 - Stacker
➣ Lesson 1 - Stacker
➣ Lesson 2 - Stacker Permissions
➣ Lesson 3 - Stacker Fees
➣ Lesson 4 - Stacker Use Cases
➣ Lesson 5 - Stacker Live Demo
➣ Lesson 6 - Stacker Considerations and Conclusion
Section 2 - Pory
➣ Lesson 1 - Introduction to Pory
➣ Lesson 2 - Pory Pricing
➣ Lesson 3 - Pory Use Cases
Section 3- Mini Extensions
➣ Lesson 1 - Introduction to MiniExtensions
Section 4 - On2Air
➣ Lesson 1 - Introduction to On2Air
Section 5 - Addons
➣ Lesson 1 - Automation Addon: Daily Digest
Section 6 - Interfaces
➣ Lesson 1 - Introduction to Interfaces
➣ Lesson 2 - Common use cases for Interfaces
➣ Example 1 - Interface Use Cases
➣ Lesson 3 - Before the build
➣ Lesson 4 - Interface Layouts
➣ Lesson 5 - Record Review
➣ Lesson 6 - Dashboard Template
➣ Lesson 7 - Record Summary Template
➣ Lesson 8 - Form Template
➣ Lesson 9 - Interface Elements Overview
➣ Lesson 10 - Interface Permissions
➣ Lesson 11 - Conclusion
Section 8 - Supplemental Resources
➣ Lesson 1 - Hotkeys
➣ Lesson 2 - Retrieving Deleted Data

Course Outcomes

We've designed our course with two primary learning objectives in mind:

1) We want to our students to internalize good principles of strategic database design
We want to help our students understand the fundamental principles that make up good database design. Databases that are organized, structured, and planned right the first time lead to cleaner, easier to manage, and modular Airtable applications.

and;

2) We want our students to leave with outstanding functional skills
We want our students to develop the intermediate/advanced skills they'll need to manage, extend, and improve the bases they build and work with on the daily. We want our students to leave the course comfortable bringing the skills they've learned back to their organizations; implementing their own new ideas with confidence and creativity.

Certificate

Upon completion of the Airtable course, participants will receive a certificate of achievement. This certificate recognizes the hard work and dedication that the participant has put into learning the skills covered in the course. The certificate serves as a testament to the student's accomplishment and can be used to demonstrate their knowledge and expertise.

What students are saying

Are You Ready To Start?

Preview a Sample Lesson

Module 2 - Lesson 5 - Base Schema Extension

FAQ

Our guiding principle behind designing the course is to teach Airtable in the way we as consultants who have delivered Airtable solutions for over a hundred clients for all different industries and clients around the world, would have wanted to learn if we had to learn it all over, from the very beginning. 

Because of this guiding principle, what you get when you’re taking this course is not just a laundry list of technical skills and knowledge – What this course is really about is developing a holistic approach to how you think about, and strategic design, and execute Airtable bases – and how you tackle challenging projects in Airtable.

For the Individual:
This course is designed for people who want to use Airtable professionally and help their team innovate and collaborate better. It is aimed at individuals who want to leverage Airtable in a professional setting, become an Airtable champion for the organization, and want to learn the tool the right way.

For the Organization:
This course is here for innovative organizations that want to leverage Airtable to help their teams communicate, collaborate, and automate. By having a single source of truth and giving people access to relevant data, the entire organization is able to be more effective while removing silos.

To answer this question, let’s start with the current state of many organizations. Recently, there has been a big shift in how teams work. In general, teams are far more decentralized and often each team has their own softwares and spreadsheets. Typically these softwares don’t talk to each other and create data silos. This results in people are having trouble getting the critical data they need to do their job effectively. Not only that, the teams have to spend a long time entering and searching for data (and not even knowing if it’s up to date) because there are many different spreadsheets floating around and people are frustrated because there is no single source of truth. 

We want to help organizations solve this problem. Communicate, collaborate and automate, that  way your team will have more time to spend on its core functions, whether thats growing your business or making an impacting on your community. 

Yes! The completion of this course will come with a personalized certificate that you can keep for future reference.

Absolutely! Our course is designed to take at your own pace, and for you to be able to revisit our content as frequently as you need. As we begin rolling out the course we will be releasing the modules on a rolling basis as the contents exits post-production, we anticipate all of the content will be available by the end of Q1 2023.

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