Hey Raquel, your setup sounds interesting! You can definitely automate the process of assigning regions and territories based on zip codes. Here’s how I’d approach it: 1. Create a Reference Table: Set up a table with all zip codes mapped to their respective regions and territories. For larger states, you can break them down by zip code ranges or individual zip codes. 2. Lookup Automation: Use Airtable’s Automations to trigger when a new form submission is added. You can then run a script or use a “Find records” action to match the submitted zip code with the reference table. 3. Assign Region/Territory: Once matched, update the record with the correct region and territory information. Would you like me to help you build out the automation or write a script to make this work? I’ve done something similar for automating fulfillment processes, so happy to lend a hand.

Hey Andrew, thanks for sharing this! Task management and delegation are huge pain points for a lot of folks, so it’s great to see how you’ve tackled it with Airtable. I’ve been working with Airtable for a while too, mostly building systems for inventory and shipping automation. Your approach looks really streamlined—I’m excited to dive into your video! Quick question: Do you use automations within Airtable to assign tasks or send reminders? I'd love to hear how you’ve set that up if you do. Thanks again for sharing

Hey Val, great idea! To share Airtable interfaces as templates without adding them as users, you can: 1. Create a Base Template: Duplicate your original base and customize it to be a clean template (remove sensitive data, etc.). 2. Share a Copy Link: Go to the base’s share settings and select “Share base.” Enable the option to allow others to copy the base by toggling on “Allow viewers to copy the base.” 3. Share the Link: Send them the share link. They can then click 'Copy base' to add it to their own Airtable workspace. This way, you’re not giving them direct access to your account. Let me know if you need help setting it up or want me to test the process for you