Reservation System

Automating Workflow with Airtable and MailChimp

In this video, we explore the automation process of handling paid members using Airtable and MailChimp. 

We dive into the steps of setting up an automated system to manage payments, tag members, and streamline reservations through a directory of pilots. In this video, I demonstrate how to set up an automation workflow that detects when a payment is received and updates the relevant records in Airtable, setting high priority and tagging them in MailChimp. Additionally, we explore the functionality of a pilot directory where clients can hire pilots. The process includes setting up calendar integrations for seamless scheduling and managing the workflow through various tools like Zapier. The video provides a comprehensive guide to creating an efficient and organized system for managing members and bookings.

Summary

1. Automation Setup: I demonstrate creating an automation called "Payment Received" to detect payments and update Airtable records, setting high priority and tagging in MailChimp.
2. Directory Management: I explain how to create a pilot directory where clients can browse and hire pilots through the site, integrating calendar services for booking.
3. Using Airtable: I show how to utilize Airtable for managing pilot and client records, including setting up various views and fields for better organization.
4. Workflow Customization: I discuss different pathways for setting up the workflow, including budget-friendly and more expensive approaches using third-party apps.
5. Zapier Integration: I walk through using Zapier to automate meeting scheduling, updating Airtable records, and notifying via Slack.
6. Calendar Tools: I explore tools like Calendly and X.ai for managing team calendars and integrating them with our system for efficient scheduling.
7. Template Creation: I demonstrate creating booking templates branded with our logo, allowing clients to find mutual availability with pilots.
8. Tracking Meetings: I show how to track meetings in Airtable, including setting statuses and automating notifications for scheduled, rescheduled, or canceled meetings.
9. Embedding Airtable: I explain how to embed Airtable views into a website, creating a shared directory of pilots that can be filtered and sorted easily.
10. Design Integration: I illustrate using Figma for designing mockups and integrating those designs with Airtable for a polished directory interface.