All documents at my company require extra approval due to strict government regulations for medical devices. For our complicated content with multiple writers, editors, and approvers involved, I create a streamlined process in Airtable where everyone can access the documents in one central location, see the status of each step, and easily find, review, and approve so the project can move forward.

In the video above, I illustrate the Airtable I create to keep our content and approvals organized. The Airtable includes an overview page where you can see a list of all tasks, which are grouped together by project so you can quickly see the overall progress of a project. Individuals can view a list of only their tasks by using the View menu on the left. If applicable, a task includes a link to the appropriate document. Once the document has been reviewed, the status is changed to Approved or Action Required, if more updates are needed.

<< Return to Samples


Interested in working together?