Small Business

About the product catalog template Transform simple product details and images into a polished, market-ready catalog with this template. It centralizes and organizes everything—images, order numbers, categories, and statuses—so employees and managers always have the information they need at...

Your go-to employee directory for the whole company. Track contact info, roles, start dates, birthdays, dietary restrictions, and everything else you need to keep your organization connected and informed. ​ Try the template ​ ​ What is an employee directory? An employee directory is a...

A strong onboarding experience sets the tone for everything that follows. Those first few days don't just shape initial impressions: they determine how quickly new employees become productive, how much they contribute, and whether they stay with your company long-term. ​ The difference comes...

In the food business, staying on top of your food costs percentage can have a direct impact on your bottom line. More often than not, the time-consuming and tedious process of actually calculating food costs for each menu item is much easier said than done. ​ That’s why we created this food...

A dozen candidates apply for a job. Each is in different steps of the process. And each requires dedicated emails, messages, follow-ups—and a partridge in a pear tree. If this is starting to sound like one of those “one train leaves Boston going 75mph” math problems, you’d be right. ​ But...

Hey, where’d all the paperclips go? Is the printer out of toner? ​ Not this time! Thanks to Airtable’s Office Inventory Management Template, it’s a cinch to keep track of all your office supplies, costs, and sources. And that makes it easier to budget accordingly and order supplies before they...

Keep your facilities in tip-top shape with this template! Use this template to list all of your facilities and their condition. Attach images to easily see wear and tear or damages, and use a form to collect maintenance requests from your employees! ​ Try the template

A visitor steps into your lobby. What happens next? ​ If you don’t want them locked out—or worse, walking right in—you need a visitor management system. But not every company needs expensive, complicated software. If you’re looking for a simple way to welcome your office visitors, then start...

A recent survey found that 57% of global CEOs surveyed believe that "Having the right culture to foster and support innovation" is one of the most important ingredients for successful innovation. Our innovation idea management template helps you collect, evaluate and drive a portfolio of...

Whether you are an art gallery manager or a museum curator, you need the ability to test how different combinations of pieces work together to hone in on the perfect exhibit. Designed to fit around your own particular workflow, this flexible art gallery management template is perfect for...

Why buy the cow? Because milk isn’t free. Track profits, livestock and more with this easy and extensible cattle management system.

About the expense tracking template Every finance team knows the story: departmental budgets look solid on paper until you dig into the actual spending. That "Office Supplies" line item seems reasonable, but when you discover the marketing team's monthly software subscriptions have crept up 40%...

No need to pucker when it comes to managing inventory and vendors. Use this template to track it all. Shipments, orders, products and places—keep everything organized and accessible.

For the foodie, an easy way to organize restaurants and reservations. List the restaurants you'd like to visit, and jot down your own personal reviews for ones you've already visited. ​

Campaign strategy has a lot of moving pieces that can be managed with different tools. Marketing teams, however, would benefit from keeping their campaign project management in a single, adaptable workspace. This marketing campaign management template allows team members to craft marketing...

Winning new business starts with a proposal that earns trust before the first meeting is even booked. Airtable's agency proposal template gives marketing agencies, consultancies, and creative teams a structured, repeatable system for building high-quality proposals, tracking every deliverable,...

Managing finances is usually a small business owner’s least-favorite task. But a well-managed budget—along with an easy-to-use budget tracker—can be empowering. It frees up company owners and employees to focus on running the business, rather than fretting over the bills. ​ A small business...

Use this template to collect and evaluate purchase requests, log quotes and track purchases and payments, all in one place. ​ Watch a short video for a quick introduction to this template.

This is a sample personal injury (car accident, product, wrongful death) client intake form for law firms. Publish an online form for people to fill out before you reach out for an initial consultation. Automatically store their responses in a structured, digital format. Track each potential...

Successful business planning starts with a strong business roadmap. Whether you are a new business rolling out your first strategic plan, a small business redefining your strategic goals, or a large corporation revamping your business plan, the business roadmap provides a big-picture view for all...

Grow your customer base with a flexible, one-of-a-kind loyalty and messaging template, built for small business owners who need results, not complexity. ​ Gather contact information, send targeted reminders, launch promotions, celebrate birthdays, and do so much more. Whether you're just...

Order processing, tracking and invoicing can live in several disparate platforms. With this template, you can streamline inbound orders, manage fulfillment checklists, and create invoices all within the same tool. Use a form view to allow external orders to populate into records, group by project...

Whether you're running a restaurant kitchen, planning a dinner party, or just trying to get ahead of the week without resorting to takeout every other night, menu planning is the habit that makes everything easier, and the lack of it is usually what makes everything harder. Without a plan,...

From weddings to anniversaries, graduations to birthdays, and private parties to corporate functions, events can be complex and challenging to manage without having wrangle event staffing as well. With this catering staffing template, event planners, caterers and catering staff alike will be able...

These days, promotional campaigns are a highly effective way to keep customers coming back. They also help attract new potential customers through smart discounts and unique selling propositions. However, in a restaurant franchise model, it can be difficult to make sure your specific sales...

Competing in the restaurant industry is about more than good food, or innovative restaurant marketing ideas. It's about consistent execution. This restaurant marketing calendar template is the perfect place for you and your team to keep track of all of your restaurant marketing strategies...

This restaurant marketing calendar is perfect for the owner of a growing restaurant (or other small business) who is looking to keep track of all their restaurant marketing strategies, plan a calendar of marketing touch points, and visualize them on and easy-to-use calendar. ​ Building your...

This template makes it easy to match the right creative talent to the right project while facilitating skill development across the agency. It is designed to be a starting point for fast-moving agencies of any kind: advertising, digital marketing, social media, public relations, or anything else....

About the workforce planning template The skills your workforce needs are constantly evolving. Getting the right people with the right skills in the right roles requires careful, strategic workforce planning. This workforce planning template is built for forward-thinking teams, giving you an...

Use Airtable's event registration form template to capture attendee information, dietary preferences, ticket types, and more, creating a seamless event registration process for conferences, webinars, fundraisers, and corporate or nonprofit events. ​ Whether you're managing a small workshop or a...

About the event planning template Planning an upcoming event? It’s a whirlwind of budgets, speakers, vendors, timelines, and last-minute changes. Airtable’s event planning template brings it all together in one powerful workspace—so you can manage every detail with clarity and confidence. ​...

Kickstart your sales process with our simple CRM template. ​ Track sales activity, optimize workflows, and close more deals—faster. Whether you're managing leads, onboarding new clients, or improving project management, this fully customizable template adapts to how your team works best. ​...

Perfect for agencies, consultancies, and service-based businesses looking to elevate their client experience while maintaining operational efficiency. ​ Increase transparency with clients through shared interface pages with real-time updates Reduce communication overhead with centralized...

Kanban boards are a simple but effective method of keeping track of representing workflows. While Kanban boards might be different depending on who is using them, the core components remain the same. This free template is simple to set up, easy to use, and flexible enough to grow as needs change....

Keeping a project plan on track means more than marking due dates on a shared calendar. This free project calendar template gives teams a structured way to manage project tasks, milestones, and deliverables — with AI embedded throughout to reduce manual work, keep stakeholders informed, and help...

Having a business plan is a non-negotiable for any new business or growing organization. When you're starting out, it helps to have a single place to build that plan, act on it, and track progress over time. This template functions as a hub for strategic planning, connecting your business plan to...