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Ben Green
United States
เข้าร่วมเมื่อ 24 มิ.ย. 2020
This channel is here to show you how to set up systems that set you free from your business
I know far too many business owners who run on self-made hamster wheel, so I’m here to help you systematize, structure, and set up the machine that works while you sleep
B.S. in Operations & Information Systems from a top 10 business school and I’ve worked with multiple 6 and 7 figure businesses to implement and optimize systems that save time, increase margins, revenue, and provide freedom
Whether you’re here for a two-minute Airtable, Asana, Slack, Toggl, or Zapier tutorial or looking to DIY a whole new software stack for your biz, I’ve got your back. Helping CEOs the most with building an integrated relational database in Airtable that orchestrates with other systems in Asana, Slack, Quickbooks, and other softwares via Zapier.
If you’re interested in learning from me in a more structured format, or working with me directly, check out my services at: www.optimizeis.com/main
I know far too many business owners who run on self-made hamster wheel, so I’m here to help you systematize, structure, and set up the machine that works while you sleep
B.S. in Operations & Information Systems from a top 10 business school and I’ve worked with multiple 6 and 7 figure businesses to implement and optimize systems that save time, increase margins, revenue, and provide freedom
Whether you’re here for a two-minute Airtable, Asana, Slack, Toggl, or Zapier tutorial or looking to DIY a whole new software stack for your biz, I’ve got your back. Helping CEOs the most with building an integrated relational database in Airtable that orchestrates with other systems in Asana, Slack, Quickbooks, and other softwares via Zapier.
If you’re interested in learning from me in a more structured format, or working with me directly, check out my services at: www.optimizeis.com/main
Reviewer & Approval Workflow in Airtable | Ben Green 🚀
In this video, I will walk you through setting up a reviewer and approval workflow in Airtable. Learn how to create an efficient system for reviewing and approving tasks and deliverables while ensuring the right permissions for each team member. I will demonstrate how to build a dedicated interface for reviewers, project managers, and designers, allowing for streamlined task tracking, status updates, and comments on creative assets. This workflow includes conditional editing, approval buttons, and automated notifications, perfect for teams managing creative production or similar workflows.
I hope you loved that video! Hit the subscribe button and smash the like button. If you have any questions or have a question you want answered, throw it in the comments section!!
🚀 Request a Consultation with us➔ www.optimizeis.com/main
AIRTABLE HELP
🚀 Request a Consultation here➔ www.optimizeis.com/main
Sign up for Airtable for Free➔ airtable.com/invite/r/YYUWaL1b
Get an On2Air Product➔ on2air.com/?via=been
Get Make here ➔ www.make.com/en/register?pc=optimizeis
MY FAVORITE SOFTWARE
🖥How I Built My Business (Airtable) airtable.com/invite/r/YYUWaL1b
💌How I Communicate with My Remote Teams (Slack) slack.com/create#email
📸How I Grow My TH-cam (Tube Buddy) www.tubebuddy.com/optimizeis
📈How I Make Business & Social Media Dashboards databox.com?fp_ref=optimizeis
📩How I Set Up Email for Myself and Clients (ActiveCampaign) www.activecampaign.com/?_r=1RFUVNU3
SAY HI
🧪Subscribe to my TH-cam ➔ th-cam.com/channels/KzrQ_ne_qO7UoFk0yKq4lA.html
👥 LinkedIn Page➔ www.linkedin.com/company/68158151/admin/
🐦 Twitter ➔ www.linkedin.com/company/68158151/admin/
📸 Instagram ➔ bengreen16?hl=en
📰 Facebook Page ➔ OptimizeIS
WHO AM I?
My name is Ben Green, I am the CEO of Optimize IS. We help remote teams, small businesses, startups, and other small teams set up the information systems that run your business when you sleep. This allows you to save time, save money, be more efficient, and work in your zone of genius.
We do this though implementing “best practice” processes with the most integrated software stack to back up the processes. We implement software tools like Airtable, Asana, Slack, Toggl, Active Campaign, Process Street, JotForm, Zapier, and many more to make your business run smoothly. Also, we use methods such as database implementation, workflow automation, and systems integration. We have experts on our team in Airtable Consulting, Zapier Consulting, and Systems Integration.
You can learn more on our website (www.optimizeis.com/main). Here are some more benefits of our Automation Consulting:
• Reliable automation frees countless hours
• Streamlined workflows for better efficiency
• Increase revenue by eliminating faulty and inefficient systems
• Solutions suitable for non-tech savvy users
• Done-for-you, customized optimization of all processes
• Easy to use automation with little or no coding required
• Optimizing your software stack eliminates wasteful redundancies
*note: There may be affiliate links in this description or video*
#bengreen #automation #optimizeis #airtable #zapier
I hope you loved that video! Hit the subscribe button and smash the like button. If you have any questions or have a question you want answered, throw it in the comments section!!
🚀 Request a Consultation with us➔ www.optimizeis.com/main
AIRTABLE HELP
🚀 Request a Consultation here➔ www.optimizeis.com/main
Sign up for Airtable for Free➔ airtable.com/invite/r/YYUWaL1b
Get an On2Air Product➔ on2air.com/?via=been
Get Make here ➔ www.make.com/en/register?pc=optimizeis
MY FAVORITE SOFTWARE
🖥How I Built My Business (Airtable) airtable.com/invite/r/YYUWaL1b
💌How I Communicate with My Remote Teams (Slack) slack.com/create#email
📸How I Grow My TH-cam (Tube Buddy) www.tubebuddy.com/optimizeis
📈How I Make Business & Social Media Dashboards databox.com?fp_ref=optimizeis
📩How I Set Up Email for Myself and Clients (ActiveCampaign) www.activecampaign.com/?_r=1RFUVNU3
SAY HI
🧪Subscribe to my TH-cam ➔ th-cam.com/channels/KzrQ_ne_qO7UoFk0yKq4lA.html
👥 LinkedIn Page➔ www.linkedin.com/company/68158151/admin/
🐦 Twitter ➔ www.linkedin.com/company/68158151/admin/
📸 Instagram ➔ bengreen16?hl=en
📰 Facebook Page ➔ OptimizeIS
WHO AM I?
My name is Ben Green, I am the CEO of Optimize IS. We help remote teams, small businesses, startups, and other small teams set up the information systems that run your business when you sleep. This allows you to save time, save money, be more efficient, and work in your zone of genius.
We do this though implementing “best practice” processes with the most integrated software stack to back up the processes. We implement software tools like Airtable, Asana, Slack, Toggl, Active Campaign, Process Street, JotForm, Zapier, and many more to make your business run smoothly. Also, we use methods such as database implementation, workflow automation, and systems integration. We have experts on our team in Airtable Consulting, Zapier Consulting, and Systems Integration.
You can learn more on our website (www.optimizeis.com/main). Here are some more benefits of our Automation Consulting:
• Reliable automation frees countless hours
• Streamlined workflows for better efficiency
• Increase revenue by eliminating faulty and inefficient systems
• Solutions suitable for non-tech savvy users
• Done-for-you, customized optimization of all processes
• Easy to use automation with little or no coding required
• Optimizing your software stack eliminates wasteful redundancies
*note: There may be affiliate links in this description or video*
#bengreen #automation #optimizeis #airtable #zapier
มุมมอง: 77
วีดีโอ
Simple Workload Charts in Airtable for Creative Operations
มุมมอง 4912 ชั่วโมงที่ผ่านมา
In this video, Ben Green demonstrates how to create workload charts in Airtable, focusing on project management and task assignment for creative production workflows. He explains the setup of a performance dashboard, the importance of tracking project status, and how to visualize workload through bar charts. The conversation also touches on the need for a more advanced understanding of workload...
Tracking the Days from Start To Finish & Reporting in Airtable | Ben Green 🚀
มุมมอง 5614 ชั่วโมงที่ผ่านมา
In this video, I will demonstrate how to track the number of days from the start to completion of tasks or deliverables in Airtable. Using a creative production system as an example, I walk you through setting up date fields, automations, and formulas to measure the time taken for each task or project. Learn how to track progress, create dynamic reports, and build dashboards to visualize projec...
Tracking the number of revisions of deliverables in Airtable | Ben Green 🚀
มุมมอง 3916 ชั่วโมงที่ผ่านมา
In this video, I will demonstrate how to track the number of revisions for creative deliverables in Airtable. If you're managing a creative workflow or asset production process, tracking the number of revisions is key to understanding your project’s lifecycle. I walk you through how to use Airtable automations to update the revision count every time a task or deliverable goes into review. Learn...
Creating Deliverables from Creative Request Form in Airtable | Ben Green 🚀
มุมมอง 5919 ชั่วโมงที่ผ่านมา
In this video, I walk you through how to generate a standard list of deliverables from a creative request form in Airtable. Building on the initial form setup, I will demonstrate how to add and link asset types, set conditions for deliverable requests, and automate task creation for designers and project managers. Learn how to streamline your creative workflow by integrating automations that as...
Creating a Creative Request Form in Airtable | Ben Green 🚀
มุมมอง 6821 ชั่วโมงที่ผ่านมา
In this video, I will walk you through the process of creating a creative request form in Airtable. Starting with a base generated by Airtable's AI co-builder, I demonstrate how to enhance the form by adding key fields such as first name, last name, email, location, priority, and description. I also covers setting conditions like location filtering and validating short deadlines. This tutorial ...
Editing a Base After Using Airtable AI Cobuilder | Ben Green 🚀
มุมมอง 83วันที่ผ่านมา
Editing a Base After Using Airtable AI Cobuilder | Ben Green 🚀
Using Airtable AI Cobuilder To Build a Creative Operations Workflow | Ben Green 🚀
มุมมอง 97วันที่ผ่านมา
Using Airtable AI Cobuilder To Build a Creative Operations Workflow | Ben Green 🚀
Marketing Planning in Airtable | Ben Green 🚀
มุมมอง 116วันที่ผ่านมา
Marketing Planning in Airtable | Ben Green 🚀
Using Conditional Color Formatting in Airtable Interface Dashboards
มุมมอง 91วันที่ผ่านมา
Using Conditional Color Formatting in Airtable Interface Dashboards
Airtable Automation Guide: Looping Through Filtered Records | Ben Green 🚀
มุมมอง 8114 วันที่ผ่านมา
Airtable Automation Guide: Looping Through Filtered Records | Ben Green 🚀
Enabling Deliverable Tracking in My Creative Production Airtable | Ben Green 🚀
มุมมอง 11814 วันที่ผ่านมา
Enabling Deliverable Tracking in My Creative Production Airtable | Ben Green 🚀
Creative Brief & Content Planning in Airtable Interfaces | Ben Green 🚀
มุมมอง 11814 วันที่ผ่านมา
Creative Brief & Content Planning in Airtable Interfaces | Ben Green 🚀
Update Record Forms Within Airtable + Special Appearance by My Little One!! 🐣
มุมมอง 15914 วันที่ผ่านมา
Update Record Forms Within Airtable Special Appearance by My Little One!! 🐣
Prefill Formulas in Airtable | Ben Green 🚀
มุมมอง 8814 วันที่ผ่านมา
Prefill Formulas in Airtable | Ben Green 🚀
Working with Status Fields & Dates in Airtable Full | Ben Green 🚀
มุมมอง 16814 วันที่ผ่านมา
Working with Status Fields & Dates in Airtable Full | Ben Green 🚀
Creating Dependent Tasks in Airtable Project Management Task Templates
มุมมอง 22014 วันที่ผ่านมา
Creating Dependent Tasks in Airtable Project Management Task Templates
Conditional Visibility on Airtable Buttons in Airtable Interfaces | Ben Green 🚀
มุมมอง 11921 วันที่ผ่านมา
Conditional Visibility on Airtable Buttons in Airtable Interfaces | Ben Green 🚀
Sharing Interfaces with Conditional Filters in Airtable | Ben Green 🚀
มุมมอง 6521 วันที่ผ่านมา
Sharing Interfaces with Conditional Filters in Airtable | Ben Green 🚀
Reminder Email and Tracking SLAs (Service Level Agreements) | Ben Green 🚀
มุมมอง 9721 วันที่ผ่านมา
Reminder Email and Tracking SLAs (Service Level Agreements) | Ben Green 🚀
Approval Workflows in Airtable | Ben Green
มุมมอง 19721 วันที่ผ่านมา
Approval Workflows in Airtable | Ben Green
Simple Approvals System in Airtable (including notifications!)
มุมมอง 12321 วันที่ผ่านมา
Simple Approvals System in Airtable (including notifications!)
Conditional Visibility in Airtable Interfaces | Field Visibility 🚀
มุมมอง 8621 วันที่ผ่านมา
Conditional Visibility in Airtable Interfaces | Field Visibility 🚀
Advanced Repeatable Task System in Airtable | Weekly Recurring Tasks
มุมมอง 24421 วันที่ผ่านมา
Advanced Repeatable Task System in Airtable | Weekly Recurring Tasks
Simple Recurring Tasks in Airtable Project Management Base
มุมมอง 235หลายเดือนก่อน
Simple Recurring Tasks in Airtable Project Management Base
Ben Solves: Airtable Invalid Size Error in Interfaces
มุมมอง 99หลายเดือนก่อน
Ben Solves: Airtable Invalid Size Error in Interfaces
Copy the Options from Multi Selects and Single Selects in Airtable
มุมมอง 1962 หลายเดือนก่อน
Copy the Options from Multi Selects and Single Selects in Airtable
Calculate Dynamic Due Dates on Tasks in Airtable
มุมมอง 2572 หลายเดือนก่อน
Calculate Dynamic Due Dates on Tasks in Airtable
Airtable's Updated Record Review Page, Grouping in Interfaces, and More!
มุมมอง 3314 หลายเดือนก่อน
Airtable's Updated Record Review Page, Grouping in Interfaces, and More!
Very nice. Discovered this channel from a video you made 4yrs ago. Keep going. New sub. 🍺 cheers from New York City
Excelente
Hey Ben. Are you using the old Record Review layout in this video?
Hi Ben, thank you for teaching us consistently. How about you start the video right from the top as you continue building. In this case, the prompt you used to create the app using the cobuilder. I am a beginner using Airtable. Just asking so that it can help me to understand and grasp the concepts better. Thank you.
Thank you Ben.
😊😊😊
Not really for an accounting number.
I hate airtable
Hi Navy!!
So cute, Best video ever!
Hi Ben! I'm glad to see you back on TH-cam sharing such fantastic content! I'm not sure if this is possible, but I've been struggling to create a sharable interface that only displays requests submitted to Airtable by users from their respective departments. For your reference, I have a separate table containing all users and their linked departments. We have around twenty departments, and about three to six different requesters per department and when I share the interface, I would like each department to see all requests made by anyone within that department, rather than requests made by themselves. I've been experimenting with this, but I can't seem to get it to work properly and probably not possible but throwing this out there.
hi, do you have any video about how to connect airtable to Power BI?
Thank you so much for this - Really helpful.. I feel these videos are so underrated
Hi Ben, at 13:41 why did you opt to choose the Air Table Record ID over the Name? I would have thought that be selecting the Record ID, it would have spat out that random string of text and numbers? Any clarity would be great! Love your content. Just subbed.
Cant wait for more content Ben!
Get the base here -> news.optimizeis.com/c/project-management-2
is it possible to have conditionally visible statuses in a Kanban? i have an Assembly line of 100 statuses but want a view that only focuses on 10 of them
Get a copy of the base -> news.optimizeis.com/c/approvals-template
Get a copy of the base -> news.optimizeis.com/c/approvals-template
great tutorial ! where can we get a copy of the base ?
Sorry for the delay! Get a copy of the base -> news.optimizeis.com/c/approvals-template
Hi Ben I get an error message: Field "test" cannot accept the provided value: Could not find matching rows for string. Any idea what could be the solution? Thanks!
Ben, can you please make your frame smaller? The screen is really hard to see this small.
Yep! Will adjust. Email me at ben@optimizeis.com if you want the raw footage that should be zoomed in. Will make sure our future uploads account for this
This is useful. Thanks! I am not using it for work, but I like seeing what is possible.
Get a copy of the base here - optimizeis.beehiiv.com/c/airtable-project-management
This just saved me so much work. Thank you so much for this!
Get the template here -> optimizeis.beehiiv.com/c/airtable-project-management
Would have been great if you also showed the final email output
NEW CONTENT!!
As new records are added in Airtable, will these automatically show on the website as well?
I'm so glad I found this channel
Hi Pls how can I join three result of different subject together using formula to show if they passed or failed using a range of >or = 40 ?
How wildly complicated to do a very basic function... Airtable needs to get their act together...
Hi Ben, Thank you for the Airtable tutorials which are really useful. Are you using a laptop to produce the videos? If so, the internal microphone is picking up the keyboard strokes every time that you write that are very intrusive when trying to follow your valuable instructions. Could you use an external throat microphone? I am using a PC with a top of the range sound system that has a sub-woofer so the thumps from the key strokes are fairly substantial. Keep up the good work. Kind regards, Keith
Excelente
Good. Is it possible to integrate payment split into stripe?
Thanks!!! You're a life saver. I have been trying to find out how to do this for two days now!
Hi Ben. Thanks for all your videos as I have learned a lot from them. It’s much appreciated. Could you please increase your recording volume though as I have noticed it’s usually quite low. It does not detract from the value of your content though. Have a great day and please keep enlightening us!
What are the pros and cons of linking records with a script vs with a non-scripted airtable automation?
Wow. You are so generous to post this video. You aren't afraid of creating competitors?
Another way is to link clientName column to a table called clientName, then lookup to client table coientnameid and manually drag to the target linked column.
That was very helpful, thanks for showing that. Automation added AirTable another layer, It makes it really easy 😊👏Thanks a lot
Just what i needed! your videos are so easy to follow! thank you!
Weird, I get to 4:38 and it doesn't let me select the options.
Do you have a tutorial on how to create an Airtable like yours ? I watched all of the videos you have about creating an interface like this, but there are a few key things missing i can't find the invoice one
please show us how to create a airtable with all of theses linked up
Pros/Cons of using an automation to UpDate Primary FieLds instead of a FormuLa?
The airtable resource link is broken in your video description.
My airtable insists there's 413 days from December 22 2023 to December 23 2023. Cannot get it to change it's mind.
Thanks, man!