Building an Automated Reporting System in Airtable No Code - Monthly & Daily

In this video, I show you how to build a no-code reporting system in Airtable with an automated monthly report and an automated daily report using Airtable automations. Reporting on data in Airtable without code will give you valuable summarized data to make better decisions and predict much better. This way of thinking in Airtable to create automated no-code reports has given me and my clients TONS of insights into valuable Airtable data. One important note when creating your automated no code Airtable reports, lead your Airtable reports with the Airtable data metrics that represent what you value. When you have value-driven data, you will have a more profitable business.
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My name is Ben Green, I am the CEO of Optimize IS. We help remote teams, small businesses, startups, and other small teams set up the information systems that run your business when you sleep. This allows you to save time, save money, be more efficient, and work in your zone of genius.
We do this through implementing “best practice” processes with the most integrated software stack to back up the processes. We implement software tools like Airtable, Asana, Slack, Toggl, Active Campaign, Process Street, JotForm, Zapier, and many more to make your business run smoothly. Also, we use methods such as database implementation, workflow automation, and systems integration. We have experts on our team in Airtable Consulting, Zapier Consulting, and Systems Integration.
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[@alerma1]

Ben, Thank you for sharing this! I learned at least five new things today! Keep up the great work. I appreciate the content you are putting out!

[@BenGreenSystems]

Awesome! Thank you so much

[@Mixelvix]

after you select the top field and cmd shft dwn arrow, and copy, you can just right arrow & paste :)

[@buildwithk]

Gold Benny boy!

[@BenGreenSystems]

Glad it helps!

[@nordino8877]

Hi Ben. Excellent video! I managed to follow along and create my own system like yours. Is there a way to automatically get the months updated for each new record instead of copying and pasting every time (4:00 in the video)? It is not fully automatic unless this step is handled.

[@BenGreenSystems]

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