Airtable And Jira

Posted : admin On 1/26/2022

If you have a few tasks per week, you can manage your time using a calendar app, such as Google Calendar or Apple Calendar. However, an avalanche of events, tasks, and other jobs to be done can be too much to handle with your calendar. In this case, entrepreneurs opt for weekly schedules, which can be customized and automated for data input. The latter feature will become a lifesaver for your business if properly used. Read on to learn how you can do this and discover a ready-to-use weekly schedule template.

Sharepoint

Airtable Jira Block

Whether you use Jira to track bugs, or to manage other parts of your work, you can use integrations to keep your information synced with Airtable. For example, you can take bug reports from your Airtable base and automatically sync them with Jira. Join Airtable and empower people to bring their creative visions to life! We’re a community of deep thinkers bonded by a strong belief in our mission. Jira issue types function 3. Role: component management and progress dashboard. Airtable, a mixture of spreadsheet and database, is the thing that makes this stack work. Link Airtable and Jira Give the needed credentials to access your source Project Management System data and transfer it into target one. Pick a date for the transfer Establish at which times the majority of the users are inactive as this time period is the most appropriate to perform the data migration.

Weekly schedule in Google Sheets: do it yourself
Calendar template in Google Sheets for different time periods
And
Calendar Google Sheets template by purpose

Trello Alternative Asana Alternative Monday.com Alternative Microsoft Project Airtable Alternative Basecamp Alternative Jira Alternative More comparisons.

Use case: Build an interactive calendar template in Google Sheets

How do you use a weekly schedule for your workflow?

A weekly schedule is a worksheet or timesheet that has two axes. The horizontal axis lists the days of the week. The vertical axis displays working time per day, broken down into hours or hours and minutes like 8:15 AM. The cells where the day and time cross contain data about a task or job to be done. Here is a schedule template that you can find in the Google Sheets template gallery.

It’s actionable and simple, but we’re going to pump it up so you can use it for versatile use cases, such as:

  • A timesheet for small teams
  • A timetable for teachers and students
  • A planner for event agencies
  • A work schedule for all sorts of meetings and sessions
  • A simple schedule for your household activities
  • And many more

Weekly schedule in Google Sheets: do it yourself

The default Google Sheets weekly schedule template is good, but it can and should be improved. For example, it only provides one row for each time. If you need to input several tasks for a particular time, you’ll need to manually insert as many rows as needed. For that reason, let’s make a custom reusable schedule template.

Horizontal axis: days of the week

Most businesses start their work week on Mondays. Others may have a different starting day of the week. Hence, let’s make the template time-flexible. Apply Data Validation to the cell with the starting date – this is B2 on our template. For this, right-click on the cell and select Data Validation. Then pick Date in the Criteria field and click on Save.

Now, when you double-click on the B2 cell, a calendar will drop down for you to pick the date as the starting day of the week. Next, select the C2 cell and apply the following formula:

Drag the cell towards the right to H2 – the cells will be filled with consequent dates.

To assign the day of the week to the dates we have, do the following:

Apply the following function to the B3 cell:

Drag the cell towards the right to H3 – you’ll get the days of the week for each consequent date.

Vertical axis: working hours

We want our template to have a few rows for each working time. Grouping rows will help us with that. Specify the working time – for example, 8:00 AM, in the A5 cell. Then select rows 6 to 13 and group them – either right-click and select Group rows 6-13 or use the Alt+Shift+ArrowRight shortcut. Read our blog post to learn more about Google Sheets shortcuts.

After that, merge the cells of the grouped rows (A5 to A13).

Repeat this for all the time ranges you want to have in your weekly schedule.

Appearance of your custom Google calendar template for Google Sheets

Feel free to benefit from all the formatting features provided by Google Sheets:

  • Use different font colors
  • Apply borders
  • Merge cells
  • Apply the number format you want for the date
  • And so on

Your weekly schedule should look awesome! If you want, you may add a Notes section in the bottom like we did. That’s it.

Benefits of calendar templates

A weekly schedule template is just one option that you can use for tracking your events and activities. Meanwhile, you may benefit from other calendar templates that will:

  • Save you time – rather than beginning from scratch, you can quickly use the ready-made templates if a need occurs, saving you time.
  • Let you focus on more important tasks – because no time is wasted in creating the calendar from the bottom up, you have more time to focus on other things.
  • Be customized to fit your needs – the template can be tailored and tweaked to fit your requirements.
  • Be shareable with stakeholders – you can easily share the models with coworkers, relatives, friends, etc., which contributes to enhanced teamwork and better coordination of plans and schedules.
  • Save you money – it saves you money as it is free and easily accessible.

Check out the templates that we’ve got for you.

Calendar template in Google Sheets for different time periods

Google Sheets monthly calendar template

You can use a monthly calendar template to schedule all kinds of plans. It looks like a regular calendar with cells where you can put short remarks about each day of the month.

Yearly home budget calendar template for Google Sheets

Earlier, we blogged about how to build a simple budget template in Google Sheets. The yearly home budget calendar template lets you schedule monthly revenue and expenses, review net totals, and see how things change year-to-year. This template shows various sources of money in and out in a single spreadsheet.

Calendar Google Sheets template by purpose

Project calendar Google Sheets template

The project calendar template will help you set up a project plan and track information such as status, work in progress, tasks completed, and much more. You can use this template or check out more options in our blog post, Project Status Report Template.

Content calendar template Google Sheets

Posting content on forums, blogs, and other platforms on a daily basis requires your attention and tracking, just as monitoring sales does. You can plan your articles and other content to be released in the future using this content calendar template.

Social media calendar template Google Sheets

The social media calendar template is meant for you to optimize your social networking and content management in social media. It compiles all of your social platforms into one schedule, helping you ensure that you have a well-defined and overall agenda for your job for the day.

Editorial calendar template Google Sheets

Integration

The editorial calendar template is beneficial for editors, content writers and other specialists involved in editing. You can organize tasks, provide project milestones, timelines, client information, and progress with your content projects and keep tabs on your performance.

Marketing calendar template Google Sheets

Airtable Jira Integration

Marketing calendar template is designed to construct a complete marketing strategy. You can use this template to set a strategic plan, targets, and keep track of your marketing campaign goals.

Use case: Build an interactive calendar template in Google Sheets

When you use the weekly schedule or other calendar template, you need to manually fill it in with the data stored outside Google Sheets. However, you can easily automate data import into your template. Here is a use case when a project needed to connect their calendar template with Airtable:

An educational online project uses Airtable to store their data, such as teaching programs, information about students and teachers, etc. They chose this app as a database for several reasons, including its fast speed and search. However, they still use Google Sheets to share timetables with teachers and students. What they want to do is integrate their relational database in Airtable and weekly schedules in Google Sheets.

How to connect Google Sheets weekly schedule to a third-party app

If you need to pull data from Airtable or another app, Coupler.io will do the job. It is a Google Sheets add-on that lets you connect your data source with spreadsheets. Check out the available integrations so far.

If your app is not on the list, feel free to share which data source you’d like to connect to Google Sheets using this form. Our team is developing new integrations, and your input is highly welcome.

Coupler.io is available as a web app and Google Sheets add-on. With the web app, the flow is quite simple:

  • Sign in to Coupler.io and add an importer
  • Set up Source (where you will export data from)
  • Set up Destination (where you will import data to)
  • Set up Schedule (automate data import on a custom schedule)

If you want to use Coupler.io as an add-on, install it first from the Google Workspace Marketplace. Alternatively, you can install it from the Add-ons tab in your spreadsheet.

Set up an Airtable importer

An importer is an integration that connects a spreadsheet to a specific data source. We need to set up an Airtable importer by filling in the required and, optionally, additional fields. You can find a detailed description of the setup process in our blog post, Connect Airtable to Google Sheets.

Shared URL – this is the core parameter of the Airtable importer. You’ll need to create a shared view link of your Airtable database and insert it in this field. Here’s how we did this for our small database:

Note: Pay attention to the Automatic data refresh feature. If enabled, your data will be imported automatically at the specified frequency.

Once the importer is ready, run it to import data to your spreadsheet.

Link the Weekly Schedule with the imported raw data

The final step is to connect our weekly schedule with the raw data imported from Airtable. For this, we’ll need to do the following:

Step 1: Split the date time column into two separate columns for date and time

Open your sheet with Airtable data and paste the following formula to the L2 cell:

D2:D – the date time column

You’ll get to separate the columns for the date and time. Name them and apply the relevant number format.

Step 2: Concatenate the teachers’ and students’ names in a separate column

We want the lessons to be displayed on the weekly schedule in the following format:

The CONCATENATE function will help us with that. Apply the following formula to the N2 cell:

Then drag the cell down to apply the formula for other cells as well.

Step 3: Connect the Weekly Schedule Template with Airtable data

Copy the following formula and paste it into the B5 cell:

  • 'Airtable data'!$N$2:$N – column with the concatenated name for the weekly schedule
  • 'Airtable data'!$L$2:$L=B2 – filter of the Date column by the date in the weekly schedule
  • 'Airtable data'!$M$2:$M=$A5$ – filter of the Time column by the time in the weekly schedule
  • 'Airtable data'!$C$2:$C='Confirmed' – filter of the lessons by the “Confirmed” status

Learn more about filtering in Google Sheets in our FILTER Function Tutorial.

Drag the B5 cell towards the right to apply the formula to other columns with days of the week.

Oh, we’ve got the first match on our weekly schedule! That means we’re moving in the right direction.

Now, let’s make a tiny modification to the formulas in cells B2 to H2:

  • use $B$2 ($C$2, $D$2, and so on for other columns) instead of B2. This fixes the date value and it won’t change when we copy the formula to other cells in the column.
  • use A5 instead of $A$5. This unfixes the time value, so it will change when we copy the formula to other cells in the column.

Copy the modified formulas to the cells with different times per column. That’s it. Let’s check out how it looks and, most importantly, how it works.

Do you really need a Google Sheets weekly calendar template?

The main reason why you may want to have a calendar in Google Sheets is automation. You can connect your spreadsheet to other apps and data sources, share it easily, and manipulate data in different ways. You cannot do all this using a regular calendar app.


This is why many users tend to export their data from Google Calendar to Google Sheets. We hope that the calendar templates we provided will help you optimize your workflow. Good luck with your data!

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An integrated software stack isn’t a luxury; it’s a simple, powerful necessity for building efficient workflows. Airtable can connect yours through integrations.

Good work starts with good communication—and that’s just as true for your apps and services as it is for people. In that sense, an integrated software stack is a key prerequisite for building efficient workflows.
We live in an era of useful, innovative software, so it’s no wonder that many organizations have increased the number of apps they use to help them accomplish even more. The tools you use every day—like Google Workspace, Salesforce, and Jira—are just a handful of the apps we lean on to stay productive at work. But jumping around between multiple apps can come at a cost to productivity.
Think about the time, for example, that you might spend updating a customer record in Salesforce, and then using a messaging or email tool to tell the rest of the account team about the update. Without a strategy to unify tools like those in your workflow, it’s easy to lose valuable time to repetitive tasks. And it’s hard to reap the full extent of your apps’ benefits.
Using Airtable, you can integrate your apps of choice to create a cohesive, unified workflow. That helps you keep your team focused on your work—not your tooling.

Using Airtable Apps and Automations, you can integrate many popular tools with Airtable. Your number of available integrations expands even more when you leverage popular integration platforms as a service (iPaaS) connectors. These iPaaS providers like Zapier, Workato, Integromat, Automate.io, and Parabola provide connective glue to establish effective communications between apps.

And when you want to build a more custom-tailored connection between your apps—like a workflow that involves complex connections and multiple actions across apps—the Airtable scripting app and API can make it possible.

Airtable

If you can identify a repetitive task across your workflow, odds are that you can streamline it with an integration. Tasks like collecting key notifications into a single source, or syncing information across multiple tools can help connect your tool stack to create a cohesive, connected workflow. Let’s take a look at some popular apps and how you can integrate them with Airtable to boost productivity.

Below you’ll find some of the most common apps people use to get things done in combination with Airtable. And they’re just a subset of the integrations available. Through Airtable, you can establish native integrations with Airtable's robust API, and built-in support for tools like Slack, Dropbox, Box, Gmail, and more. And using iPaaS connectors, you can connect to over 1000 other websites and apps.
For each app below, you’ll find common use cases, plus direct links to the integration services that can help you set them up. Many of these apps connect directly to Airtable, so you can set up your integration right away—even if you don’t already have a favorite integration platform.

Google Workspace

Connects natively to Airtable using:Airtable Automations
Connects to Airtable via iPaaS using:Zapier, Integromat, Workato

Google’s Workspace, previously known as G Suite, has become a staple in many companies’ workflows. Nearly every automation platform integrates with the apps in Google Workspace, like Gmail and Sheets, but some platforms can perform tasks in the Google Workspace Admin console, too (e.g. Workato). Automating the Google Workspace Admin console allows you to automate user setup and changes.

Because Google Workspace apps provide such a wide array of functionality, you can try plenty of different tasks, dependent on your workflow. A few popular options include:

But that’s just scratching the surface. If your team relies heavily on Google services, there are plenty of other ways you can connect your workflow through Airtable.

Jira

Connects natively to Airtable using:Airtable Apps
Connects to Airtable via iPaaS using:Zapier, Integromat, Workato, Automate.io

Whether you use Jira to track bugs, or to manage other parts of your work, you can use integrations to keep your information synced with Airtable.
For example, you can take bug reports from your Airtable base and automatically sync them with Jira. With other integrations in the mix, you can even use Airtable to accumulate bug reports from various sources—like email inboxes, customer support portals, and the like—and send them all to Jira. It helps ensure nothing gets lost in the shuffle.

Salesforce

Connects to Airtable via iPaaS using:Zapier, Integromat, Workato, Parabola, Automate.io

Salesforce is known for their robust customer relationship management (CRM) tools. Through their CRM tools, they help multiple people across organizations serve and monitor customer needs. But each team—if not each team member—manages their work differently. And centralizing customer information from all of those different workflows can be a long, tedious process.
For example, let’s say your team is using Airtable to capture customer requests, or even leads. You can use integrations to sync those requests with Salesforce so no request gets missed. Or if you like to use Airtable to create reporting dashboards, you can pull in data from Salesforce—as well as other apps—for automatic status updates.

Outlook

Connects to Airtable via iPaaS using:Zapier, Workato, Automate.io

Love it or hate it, email is a necessary part of every workflow. Just like with Gmail (Google Workspace), you can integrate your inbox with your Airtable bases to automate almost any repetitive operation. You can even create a custom email client within Airtable that sends and receives messages using an Outlook email account. However, for most, a few key automations is a great place to start.
For example, you could configure your integration to create a new record in Airtable whenever you receive an email in Outlook that meets specific criteria. Let’s say you sent out an email to hundreds of people across your organization, and you want to manage the huge volume of replies you’ll inevitably receive. With this connection, you could create your own ticketing system, inputting all reply emails with that subject line into your Airtable to-do list. To respond to people en masse (without losing a personal touch), you could create a custom email template using formula fields in Airtable, and then use your Outlook integration to send them at a specified date and time.

HubSpot

Connects to Airtable via iPaaS using:Zapier, Integromat, Workato, Parabola, Automate.io

HubSpot is a CRM platform that helps teams to serve every angle of your customer’s needs—and your team’s. Integrating HubSpot with Airtable provides a connection for data to flow both ways to help you sync and centralize contact information. A few examples of how you might use them together include:

And that’s just the beginning. You can also use HubSpot to sync information on new email events, new deals, or even new products with Airtable.

Teams

Connects natively to Airtable using:Airtable Automations
Connects to Airtable via iPaaS using:Zapier, Integromat, Workato, Automate.io

Naturally, we all need notifications to keep up with the operations that impact our daily work. But notifications can also inhibit productivity if they’re not properly managed. Letting apps decide when and where to notify you can result in a deluge of unwanted information. Creating your own notifications, and channeling them into your communication platform of choice—like Microsoft Teams—can give you granular control over your notification flow.
For example, let’s say you’re managing tasks in Airtable, which each task assigned to a different teammate. When a change is made to one of those tasks, you can automatically notify the corresponding teammate in Microsoft Teams, plus anyone else associated with the task or project.
By connecting Teams and Airtable, you can even turn Airtable into an information hub. Collect updates from a variety of integrated apps, and route notifications to people and channels on Microsoft Teams to keep information flowing where you need it.

Slack

Airtable Api

Connects natively to Airtable using:Airtable Automations
Connects to Airtable via iPaaS using:Zapier, Integromat, Workato, Automate.io

As we mentioned in the last section—and as we all know—notifications can be tough to manage on collaborative teams. Just like with Microsoft Teams, an integration with Slack and Airtable can help manage and direct notifications, or to log key Slack messages.

Through the Airtable and Slack integration, you can easily send key information from one platform to the other. By setting specific conditions, you can log important messages or even create new records in Airtable directly from a message.

Of course, pretty much any integration you can create for Slack can be created for other communication apps, like Microsoft Teams, Google Workspace, and more.

Confluence

Connects to Airtable via iPaaS using:Zapier, Workato

Confluence is a collaborative workspace for teams to plan and create together. Integrating Confluence can help synchronize that work with your base. This is especially useful when tracking tasks.
Say your team uses Airtable to manage tasks and their statuses, but that much of the work on those tasks happens in Confluence. Using an integration, you can automatically create a new document in Confluence when a relevant task is created in Airtable.

Typeform

Connects natively to Airtable using:Airtable Apps
Connects to Airtable via iPaaS using:Zapier, Integromat, Workato, Parabola, Automate.io

Typeform helps you create intelligent, personable forms for your customers. You can use Airtable Apps to generate forms and integrate responses from Typeform without ever leaving your base. If you already have a typeform and corresponding Airtable base set up, you can also connect the two via Typeform's native integration.

Airtable And Jira Integration

Integration platforms like Zapier, Integromat, and others provide similar functionality. For example, you can use integration platforms to send regular updates about who’s filling out your form. You can use the integration to create a cumulative digest of your form responses, and email it out to your team on a set schedule. You can even use integration platforms to enrich the data you get from your Typeform responses. For example, you can enrich lead data from Typeform with Clearbit before inputting it in Airtable.

Finding the right integrations for your workflow

This just a sample of the hundreds of apps you can integrate with Airtable to build your own custom workflow. And the examples we shared are just the beginning—for each app, there are tens, if not hundreds of permutations of apps, triggers, and actions you can combine to create the workflow that makes sense for your team.

To learn more about connecting your workflow with Airtable, check out some of our most popular integrations here. Or sign up below to try your hand at integrations yourself.

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