AI: In The Know – Week 8: Airtable

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Welcome to the 8th of this 8-week special edition report where we’re going to cover some useful AI tools you can use in your financial planning practice. 

In light of the widespread adoption of hybrid work arrangements by a significant proportion of businesses, it has become necessary to reassess our approaches to communication, collaboration, and workflow management. This report seeks to present alternative solutions to conventional methods for managing your business. This week we looked at Airtable.


Airtable is a cloud-based database and collaboration tool that works on a simple and intuitive user interface. It is designed to work like a spreadsheet, but with more powerful and customisable features. At its core, it works by creating bases, which are equivalent to spreadsheets in traditional data management tools. Each base is made up of tables, which are like tabs in a spreadsheet, and these tables contain records that represent individual pieces of data.

This article is number 8 of 8 in a special edition looking at AI tools for financial planning practices. Subscribe and unlock this content today.

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