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- Optimize Weekly: Clean Data, Faster Growth, and Smarter Workflows 🚀
Optimize Weekly: Clean Data, Faster Growth, and Smarter Workflows 🚀
This week: Learn how to build a clean, automated CRM in Airtable, explore automation strategies for startup growth, and fine-tune your workflows for speed and accuracy.
Welcome to this week’s Optimize IS Brief - your go-to for everything Airtable, ops, and optimization.
Clean data is the backbone of any successful system and this week, we are showing you how to make it happen. In our latest YouTube tutorial, Ben and Charlie walk through building a CRM-style Airtable setup that automatically creates unique companies and links contacts without duplication.
Plus, this week’s blog post dives into how startups can use automation to grow faster - saving time, cutting costs, and staying focused on what really matters.
Let’s go!
▶️ Must Watch Video: Automate Company Creation & Deduplication in Airtable
In this step-by-step walkthrough, Ben Green and Charlie Melendez show you how to keep your Airtable data clean by automatically linking emails, contacts, and companies - no duplicates, no clutter.
You will learn how to:
- Create workflows that manage contacts, emails, and companies 
- Use formula fields to clean and deduplicate incoming data 
- Automate company creation with domain-based logic 
- Handle tricky cases like subdomains and Gmail-type addresses 
Watch the full tutorial now and grab the FREE base template linked in the YouTube comments to start building your own version.
📊 Take the State of Airtable 2025 Survey
We are gathering real-world data from Airtable users to better understand how teams are building, scaling, and innovating with the platform. Your responses will directly shape the State of Airtable 2025 Report - a first-of-its-kind resource for the entire community.
It only takes 5-10 minutes to complete and gives you the chance to make your voice heard.
💡 Quick Airtable Tip: Use “Unique” Formulas for Data Integrity
 Avoid duplicates in key fields (like email or company) by combining fields with the CONCATENATE() or LOWER() formulas to standardize inputs before linking. A small step that keeps your data clean and automations consistent. 
📰 Fresh off the Press: Startup Growth: Automate Your Business Processes with Airtable
Growth does not have to mean chaos. Airtable can help you automate and scale your operations while keeping your team aligned.
In this post, we cover:
- How automation frees founders from repetitive tasks 
- Key processes startups should systematize early 
- Tools and frameworks that grow alongside your team 
🛠️ Want to Build Something Together?
Whether you’re syncing meetings, running content calendars, or building smarter workflows, our team is here to help you scale with Airtable.
👥 Join the Airtable Community
Learn from peers, get inspired, and stay ahead of what is possible in Airtable! It is a great way to learn and grow directly with the Airtable Community.
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.
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!


