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Show Notes

On today’s episode, we’re joined by Benjamin Green – Systems Integrator, Youtuber, Airtable Consultant, and co-host for the Clubhouse weekly meetup, “Optimizing your Business and Life”.
You may recognize Ben from various Airtable social groups – he’s been busy helping out many users since discovering Airtable just over a year ago. Since then, he’s started his own consulting business, Optimize IS, where he provides digital solutions to business owners frustrated with technology, and a youtube Channel where he breaks down common use cases and formulas for Airtable.
A recent graduate of the Kelley School of Business at Indiana University, Ben was the president of his fraternity, and now boasts a degree in Information Systems and Operations. He also comes with a good amount of database experience stemming from Microsoft’s Access.
The base Ben demos for us today is his CRM. Here, he tracks his interactions with clients, time spent working on projects, payments made against invoices, and more. He explains how automation has helped his day-to-day workflow, from reminders to clients, to slack notifications when someone signs up for a session or is low on hours, to daily and weekly reports.
Check out the show notes for links to learn more about Ben and Optimize IS!

 

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