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Airtable for Business Analysts

Airtable looks like a spreadsheet but works more like a simple database. Each table holds one kind of thing, such as requirements, stakeholders or features, and records can link to each other. For a business analyst, that makes it a handy place to run a requirements log, a stakeholder list or a small intake process without asking IT for a new system.

What you will learn

The lessons show what Airtable is and how it differs from Excel, then work in a ready-made requirements base: adding a requirement, linking records across tables, viewing work on a Kanban board, collecting new requests with a form, and keeping a simple stakeholder CRM. Each lesson stands on its own, and together they show a base you could copy for a real project.

Airtable or Excel?

Use Excel when you need heavy formulas, pivots or a one-off analysis. Use Airtable when many people add to the same list, when records need to link (one stakeholder to many requirements, for example), or when you want the same data as a grid, a board and a form. The Airtable vs Excel lesson walks through these differences on one example. Features and limits depend on your Airtable plan, so check the plan before you design a base that relies on a specific feature.

Where to start

Start with the Airtable for business analysts overview, then add your first requirement. Keep your first base small: one table for requirements and one for stakeholders is enough to learn linked records, which is the idea that makes Airtable different from a spreadsheet.

The videos

8 videos, in the order we suggest watching them.

Airtable for Beginners: A Business Analyst's Requirements Tracker Tour How to Add Records and Fields in Airtable (Requirements Tracker) Airtable Linked Records: Connect User Stories to Requirements How to Make a Kanban Board in Airtable (User Story Backlog) How to Create an Airtable Form for Stakeholder Requests Airtable as a Simple CRM: A Stakeholder Register for BAs Airtable vs Excel: When Should a Business Analyst Switch? What Is Airtable? A Database That Looks Like a Spreadsheet