![]() Their solutions empower companies to potentially reduce their entire payment automation process to a single payment per cycle, with reduced risk and minimal reconciliation effort. About CorpayĬorpay is a worldwide comprehensive payments provider for businesses. Learn how to sync Airtable to Google Sheets with Unito. Learn how to sync multiple Airtable bases together. I just wanted to give other teams a high-level picture of what we were doing.” Try these Airtable workflows with Unito “With Unito, I set up my workflow to sync Asana and Airtable to limit visible records because I didn’t want to expose more information than necessary. Gail and her colleagues can dig deeper into their Asana task lists without needing to duplicate their work or double-check for missing information.Sales teams can independently see which programs are coming out in tandem with their marketing department.Managers and stakeholders can now easily view reports on projects and events coming through the pipeline via Airtable.It was really important to make our workflow useful, not only for the marketing team, but other teams, too.” Results “I was disappointed when other integration solutions wouldn’t do what I wanted them to do. Her early flows were designed to prevent duplicate entries, match Asana tasks with Airtable’s calendar for a simplified overview, and implement custom fields to only share relevant task details with viewers. Once she discovered Unito, it was easy to syncing Airtable and Asana. Gail began her search with another popular workflow automation solution, but quickly found it wasn’t up to the task. We needed a friendlier view of what was going on.” Gail Schaar, Project Manager, Corpay Solution “I didn’t want to have different sources of truth I didn’t want to make changes in a bunch of places whenever one calendar was updated. Gail’s day-to-day work involved overseeing projects, ensuring teams properly entered requests into Asana, assigning tasks to the right people, and then feeding that data through to Airtable.Īfter exploring options within each tool and the manual work required to keep them up-to-date, Gail recognized the need for an automated solution. This responsibility came following a series of rapid acquisitions by parent company, Fleetcor. This video walks you through how to set this up.As a project manager at Corpay, Gail Schaar was tasked with establishing an efficient process for managing an influx of new teams. Zapier is needed for the integration connect Airtable and ContentCal. Using the example above, here's how to send the ‘Headline’ and ‘Subheadline’ information to ContentCal.ĬontentCal works brilliantly as a tool to create content, manage team approvals, auto-publish posts, and analyze results. This is where ContentCal comes in.Īfter creating a high-level plan in Airtable, it's more efficient to use purpose built content creation tools for the delivery tasks. Airtable, is mainly there to give a visual picture of activity status. ![]() However, it is best to avoid creating actual content within Airtable - there are better tools for that. This is ideal for tracking the status of activity and having a top-level overview of where everything is at. This screenshot shows a content calendar, with the content marketing tasks to be completed. However, once you come to creating the copy and images for each task, Airtable needs an additional tool to complement the process. Airtable is good for managing a list of tasks, but has limitations when with displaying copy and images for posts you create.Ĭreating a structure for your content marketing calendarĪirtable is fine if you’re looking to create a content calendar of content marketing ‘tasks’, each with a status.Airtable doesn’t natively integrate with the platforms content gets published on, so it's neccessary to manually move content from Airtable to social media channels for publishing platforms.The challengeĪirtable represents a significant advantage over a typical Excel and Google Spreadsheet in terms of customization and team collaboration, but doesn't go as far as providing an end-to-end experience. This combination of features allows users to create a more interactive spreadsheet and flexibility of Airtable gives it a wider, multi-purpose usibilty, making it a good content marketing tool.Ĭontent marketing can be a challenge to organize, with the involvement of many stakeholders and multiple steps from copywriting and reviewing, to approving workflows and ("publishing social media content").Īirtable has the ability to to add some structure to the content marketing process and plans, and Airtable works well as a content calendar. Airtable is like a super-charged spreadsheet, offering users the familiar experience of a spreadsheet, combined with collaborative features akin to project management tools.
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