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

We are back with another packed issue of the Weekly Brief, and this one is all about leveling up your Airtable skills and your voice in the community.

This week, we are continuing our Poker Series with a brand-new tutorial that breaks down even more advanced logic and automation techniques. We are also officially opening the Call for Speakers for Daretable 2025 - your chance to take the stage and share your Airtable story with hundreds of fellow builders.

Plus, we have included a quick tip to make our linked record rollups smarter (because you doesn’t love a cleaner dashboard?).

Let’s go!

🎤 Take the Stage at Daretable 2025

Are you solving real problems with Airtable? Want to share your workflows with the world? Now is your chance. The Call for Speakers for Daretable is still open!

What speakers get:

• $500 speaker honorarium

• Free ticket to Daretable 2025 in Chicago on October 17

• Personalized coaching and pre-event promotion

• A chance to connect with the best Airtable space

Apply to speak at Daretable 2025!

Not quite ready to speak? No problem! Early bird tickets are still available (including the streaming and on-demand option).

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

♦️ Poker Series Continues: Airtable Logic Gets Even Smarter

Ben is back at the table with Episode 4 of our Poker Series, where we use game-inspired builds to teach real-world Airtable logic.

This time, we go deeper into gameplay mechanics and automation strategies, showing how to:

• Auto-advance turns using filtered views

• Handle logic for raises, folds, and checks

• Use linked records to manage order and flow

• Debug Airtable loops like a pro

Whether you are building approval flows or project handoffs, these techniques are directly applicable to your business.

🃏 Think you can beat the logic?
 Watch Episode 4 Now

🤓 Mini Lesson: Smarter Rollups with Linked Records

Want more value out of your linked records? Try this tip:

If you are tracking progress across multiple related records (like tasks, approvals, or steps), use a Rollup field + Formula combo to automatically show progress in your main table.

For example:

• Link tasks to a project

• Roll up the “Status” field

• Use a formula to calculate % complete based on how many are marked “Done”

This is especially useful for:

• Project dashboards

• Client status updates

• Team workload views

Bonus: You can trigger automations based on this rollup progress!

Let us know if you want a walkthrough in a future video

Coming Soon!

Our next Marketing User Group is hitting your inbox. Get ready for fresh workflows, real use cases, and Airtable tips you will not want to miss.

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!