Welcome to this week’s Optimize IS Brief - your go-to for everything Airtable, ops, and optimization.

We know you are busy, so this week we are keeping it focused: one quick tip that can save you hours, a call to share your best workflow hacks, and a reminder that Daretable 2025 is around the corner (and we can not wait!).

Let’s go!

We Want to Share Your Airtable Wins!

Got a workflow you are proud of? A favorite trick that saves your team time?
We are collecting community tips to share at Daretable, with our AT community and future newsletters. We would love to feature yours!

Reply to this email and tell us:

• Your favorite Airtable feature or build

• One tip you would give to a newer user

(And of course, we will give you credit!)

Video Spotlight: Build a Simple Approval System in Airtable

This week’s tutorial is all about getting approvals right without overcomplicating your base.

In this quick video, Ben walks you through how to:

• Create a clean intake form for approval requests

• Set up a record review interface with status buttons

• Send dynamic emails or Slack notifications to approvers

• Trigger automations for both real-time and batch approvals

• Use hyperlinks that send approvers straight to the right record

Whether you are managing purchase approvals, content sign-offs, or client requests this is the easiest way to get started.

🎥 Watch Ben’s Video!

Bonus: A more advanced version of this system is coming soon. Stay tuned!

DARETABLE EARLY BIRD PRICING ENDS THIS FRIDAY

Now is your chance to attend Daretable at the lowest price! Pricing increases next week - early bird tickets are still available (including the streaming and on-demand option).

Interested in speaking at Daretable? We would love to have you!

In addition to a free ticket, speakers also get a $500 speaker honorarium, personalized coaching and pre-event promotion, a chance to connect with the best Airtable space & SO MUCH MORE.

Apply to speak at Daretable 2025!

PS: Want to attend Daretable but need to convince your boss? We have the perfect tool for you - Convince My Boss Tool

💡 Mini Lesson: Use Views to Trigger Cleaner Automations

Instead of relying on checkbox fields or multi-step logic to trigger automations, try using a filtered view.

🔁 When a record enters the view, trigger fires
🧼 Keeps your base cleaner and easier to troubleshoot
📊 Perfect for multi-stage workflows or project pipelines

Want a video on this? Hit reply and let us know!

Did You Know?

We share quick tips, client wins, and behind-the-scenes Airtable builds over on LinkedIn and it is one of the best ways to stay in the loop between newsletters.

Follow Optimize IS on LinkedIn to get bite-sized strategy drops and workflow inspiration in your feed every week.

See You Next Week!

Whether you are already using Airtable or just getting started, our team is ready to help you scale. Schedule a quick discovery call and let’s talk through your use case.

Schedule a demo with us now.

Until next week,

Team Optimize IS

PS: Have a question about Airtable? Whether it is about building smarter workflows, automating reports, or navigating AI features, reply to this email and ask away!