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Curated by: Automation Helpers (120 videos)
How to build a client portal on top of Airtable? With Airtable interfaces; interfaces are a common way to give clients access to your Airtable data without exposing your entire base. Alex walks through how you can build a Client Portal using Airtable Interfaces, and how Airtable Omni (Airtable' AI) can speed up the process. You will see what the setup looks like, how clients interact with the portal, and what limitations to expect when using Airtable as your backend for client-facing workflows. ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖ 📢 Need help with your business? Book a FREE 30-minute consultation HERE: 👉 https://a2m8.help/wKZmEMM ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖ Like what you're seeing? 📮 Subscribe to our channel and stay ahead with the latest Software, Automation, no-code, and App building content to grow your business! https://a2m8.help/yt-subscribe ⏰ Timestamps: 0:00 The Client Access Problem 0:56 The Airtable Base We're Working With 1:59 Why Structure Comes First 2:30 Building the Dashboard with Omni 4:03 Writing a Simple, Clear Prompt 5:17 Refining the Client Experience 6:30 Filtered Task Views 7:07 Client Approvals in One Place 7:43 Letting Clients Submit Requests 8:18 Team Contacts Hub 8:58 One System, Multiple Views 9:02 Pricing and Client Access 10:38 When to Use Zite or Softr Got questions or a topic you want us to cover? Drop it in the comments: we're always listening! ▶️ Check out more helpful videos: • https://www.youtube.com/watch?v=BX61XKNYvIY • https://www.youtube.com/watch?v=SiRBq9GtB74 • https://www.youtube.com/watch?v=sLP86r_kqR4 • https://www.youtube.com/watch?v=0inVCwpbP3s • https://www.youtube.com/watch?v=GHpLFqKct8E #airtableclientportal #airtableportal #automationhelpers #airtable