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

Manual uploads and scattered spreadsheets slow your team down. This week, we are showing you how to automate both - from syncing executed DocuSign contracts back into Airtable to keeping your e-commerce products organized in one clean view.

If you are ready to streamline your processes and eliminate busywork, these are two workflows you will want to save.

Let’s go!

▶️ Must Watch Video: Bring Signed DocuSign Contracts into Airtable Automatically

In this step-by-step tutorial, Laith Ajjan walks you through how to automatically sync executed DocuSign contracts back to Airtable using Zapier - no manual uploads required.

You will learn how to:

• Capture signed documents in real time using the Envelope Completed trigger

• Match each document to its correct Airtable record via the Envelope ID

• Update records with PDF attachments and mark contracts as Executed

Pro Tip: This workflow ensures your Airtable database stays perfectly in sync - every time a document is signed.

Watch the full tutorial now and never chase a signed contract again.

From Chicago to San Francisco - Thank You!

Daretable 2025 was one for the books! 🙌

The Optimize IS team loved connecting with so many of you in person and seeing how the Airtable community continues to grow.

Next year, we are heading west to San Francisco and we can not wait to make it even bigger. Stay tuned for updates on dates, speakers, and early registration!

📊 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: Add File Preview Fields for Faster Reviews

Instead of opening attachments one by one, create a URL preview field to display files or images directly inside your Airtable base. It is a small tweak that saves time when managing contracts, assets, or product photos.

📰 Fresh off the Press: How Airtable Simplifies E-Commerce Product Tracking

Managing multiple SKUs, vendors, and channels can quickly get messy. Airtable helps e-commerce teams centralize product data, automate updates, and keep their inventory accurate - all in one place.

In this post, we cover how to:

• Use linked records to connect suppliers, SKUs, and sales channels

• Track inventory changes with automations

• Build dashboards to monitor pricing, status, and stock levels

🛠️ 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.

Join the Airtable Community today!

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!