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Airtable Business Templates

$29

10 complete Airtable bases: CRM, project tracker, inventory, content calendar, hiring pipeline, and product roadmap.

📁 25 files

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📁 File Structure 25 files

airtable-business-templates/ ├── LICENSE ├── README.md ├── automations/ │ └── automation-blueprints.md ├── free-sample.zip ├── guide/ │ ├── 01_base-import-guide.md │ └── 02_formulas-cheatsheet.md ├── guides/ │ ├── base-import-guide.md │ └── formulas-cheatsheet.md ├── index.html ├── schemas/ │ ├── 01-crm.json │ ├── 02-project-tracker.json │ ├── 03-inventory-management.json │ ├── 04-content-calendar.json │ ├── 05-hiring-pipeline.json │ ├── 06-product-roadmap.json │ ├── 07-event-planner.json │ ├── 08-customer-feedback.json │ ├── 09-expense-tracker.json │ └── 10-knowledge-base.json └── seed-data/ ├── content-calendar-posts.csv ├── crm-contacts.csv ├── crm-deals.csv ├── hiring-candidates.csv ├── inventory-items.csv └── project-tasks.csv

📖 Documentation Preview README excerpt

Airtable Business Templates

10 complete Airtable base designs with schema definitions, seed data, automations, and formulas. Each base is designed as a standalone business system — CRM, project tracker, inventory, content calendar, hiring, and more.

What's Inside

Base Schemas (JSON)

Each schema defines every table, field, field type, linked record relationship, view, and formula:

File	Base	Tables	Key Features
`schemas/01-crm.json`	Sales CRM	4	Pipeline stages, deal tracking, activity log, contact enrichment fields
`schemas/02-project-tracker.json`	Project Tracker	4	Tasks, milestones, time logs, team capacity view
`schemas/03-inventory-management.json`	Inventory Manager	4	SKU tracking, purchase orders, supplier directory, reorder alerts
`schemas/04-content-calendar.json`	Content Calendar	3	Multi-channel planning, approval workflow, publishing schedule
`schemas/05-hiring-pipeline.json`	Hiring Pipeline	4	Applicant tracking, interview scheduling, scorecard evaluation
`schemas/06-product-roadmap.json`	Product Roadmap	4	Feature requests, sprint planning, release tracking, voting
`schemas/07-event-planner.json`	Event Planner	4	Events, sessions, speakers, attendee registration
`schemas/08-customer-feedback.json`	Customer Feedback Hub	3	Feedback collection, categorization, response tracking
`schemas/09-expense-tracker.json`	Expense Tracker	3	Expense logging, budget tracking, approval workflow
`schemas/10-knowledge-base.json`	Knowledge Base	3	Articles, categories, version history, search tags

Seed Data (CSV)

Ready-to-import sample records for getting started fast:

File	Records	Purpose
`seed-data/crm-contacts.csv`	20	Sample contacts with companies, lifecycle stages, and deal values
`seed-data/crm-deals.csv`	15	Sample deals across pipeline stages
`seed-data/project-tasks.csv`	25	Tasks across 3 sample projects with statuses and assignees
`seed-data/inventory-items.csv`	20	Product inventory with SKUs, quantities, and reorder levels
`seed-data/content-calendar-posts.csv`	20	Content plan across blog, social, and email channels
`seed-data/hiring-candidates.csv`	15	Applicants at various pipeline stages

Guides

File	Contents
`guides/base-import-guide.md`	How to recreate each base in Airtable, import CSVs, and set up linked records
`guides/formulas-cheatsheet.md`	Every formula used across all 10 bases, explained with examples
`automations/automation-blueprints.md`	20 automation recipes native to Airtable (triggers, conditions, actions)

Quick Start

1. Pick a base — Choose the schema that matches your need

2. Create a new Airtable base — Start with a blank base

3. Build tables — Follow the schema JSON to create tables with the right field types

4. Import seed data — Use Airtable's CSV import to populate with sample records

5. Set up linked records — Connect tables as specified in the schema's linked_records section

6. Add views — Create the views listed in each table's views section

7. Add formulas — Copy formula fields from the schema (reference guides/formulas-cheatsheet.md)

8. Configure automations — Set up the automations described in automations/automation-blueprints.md

See guides/base-import-guide.md for detailed step-by-step instructions.

... continues with setup instructions, usage examples, and more.

📄 Content Sample guides/base-import-guide.md

Airtable Base Import Guide

How to set up each template base in your Airtable workspace, import seed data, and configure automations.

Prerequisites

An Airtable account (free tier works for most templates)
This template pack downloaded and unzipped
10–15 minutes per base for initial setup

Step 1: Create a New Base

1. Open [airtable.com](https://airtable.com) and go to your workspace

2. Click "+ Add a base" → "Start from scratch"

3. Name the base to match the template (e.g., "CRM", "Project Tracker", "Inventory Management")

4. Delete the default table — you'll create tables from the schema

Step 2: Understand the Schema Files

Each schema file in schemas/ defines the complete structure of one base. Here's how to read them:


schemas/01-crm.json
├── tables[]
│   ├── name: "Contacts"
│   ├── fields[]
│   │   ├── name: "Email"
│   │   ├── type: "email"
│   │   └── description: "Primary contact email"
│   └── views[]
│       ├── name: "All Contacts"
│       └── type: "grid"

Field type mapping — Airtable field types used in schemas:

Schema Type	Airtable Field	Setup Notes
`singleLineText`	Single line text	Default field type
`email`	Email	Validates email format
`phoneNumber`	Phone	Formats automatically
`number`	Number	Set decimal precision as noted
`currency`	Currency	Set currency symbol in field config
`percent`	Percent	Displays as percentage
`date`	Date	Use ISO format (YYYY-MM-DD)
`dateTime`	Date with time	Includes time component

... and much more in the full download.

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