Back to overview

Launching a Startup? How to Organize & Automate Processes

Blog placeholder image

Launching and operating a business is never an easy task. At all stages of a business/startup’s lifecycle, tasks take you away from more creative work — boring, repetitive things you often wish to give to somebody else. There is a solution, in fact.

Organizing and automating workflows during the project lifecycle

Today we are going to talk about automating and organizing information and data: how efficient data management and the right collaboration workflow can become your ticket to an easier entry to the market, more effective operations, cost-saving, and even becoming more competitive.

Briefly, a collaborative workspace where you can capture, organize and maintain data connected by relationships + formulas, real-time collaboration, and automation = efficiency and productivity at all stages of the project lifecycle.

Part 1: Pre-launch

Before launching a startup, take time to evaluate business processes and automate them as much as possible. Founders who want to get a leg up in a new startup should consider investing in automation that can streamline internal operations.

Organizing your company materials

Every brand starts with the idea and defines the vision, mission, and values. As you get more team members aboard, they all need to be informed about where this ship is going. That is why it is advised that you create a consolidated company wiki, where you’ll gather all the needed materials. Your company views, policies, goals, team, and everything your employees may ever need can be usefully stored and managed in database solutions like Baserow.

enter image description here

Creating an Industry Map

An industry map is an important tool that will help you place your startup on the market. It will allow you to keep track of your market, current trends, and the speed of change.

The same goes for competitors and market research — create a page in your wiki, and make sure that the needed people have access. A fair amount of business success depends on how well you and your team know where you stand on the market and among competitors. Creating a competitor’s analysis and managing it online also allows you to always stay true to your unique features. And keeping such a database is easy to update, while you have new data incoming.

enter image description here

Ideal Customer Profile

Knowing your target audience = catering to their needs. For your business to succeed, you need to define the issues, likes, dislikes, and requests your Ideal Customer has. For that, map out their profiles.

You can use tools like Baserow to create an editable table of your ICP, which can be changed as your company grows.

User feedback management

On every step of the journey, one of the most important things to consider is your user feedback. Be it before the launch — gathered through test groups or early launches, or after the launch — learning what can be improved.

You can easily collect and keep track of all feedback you receive with Baserow with the User feedback template.

enter image description here
enter image description here

Attract new customers

Website is crucial — it is the face of your business, it is a source of information for your potential clients, and a powerful marketing tool.

Once you have it created, you can easily hook up some automation features that will save you some time later. For instance, if you connect Baserow through the API with some other tools like n8n or Zapier, you can start linking different triggers to easily set up lead generation, analytics, and whatnot.

Hint: How do you make people leave an email on the website?

  1. Offer a useful e-book, white paper, research — or other downloadable files. Want to download it? Share your email.
  2. Subscription box (to receive updates, news, and special offers).
  3. Events, like webinars and demo sessions.

Lead management flow:

  1. Save new leads to Baserow.
  2. Get Slack notifications for new leads.
  3. Add new leads to Mailchimp (or any other email provider).
  4. Set up an email drip sequence to send to new leads.

Check out how to create high-converting email drips using no-code tools like Baserow and SendGrid:

Part 2: Operating a startup


In addition to all the mentioned above, you can also automate the process of managing analytics and be smarter with your business decisions.

Analyze website performance

Analytics and traffic are something that needs to be constantly monitored — any issues can result in poor conversions and loss of clients. The most efficient way to be constantly notified of any problems is to set up automation with Zapier.

For instance, you can arrange that any time there is an issue, you get a notification. No need to get your team members to constantly monitor data by themselves.

enter image description here

Analyze website traffic and data

Automation in analytics is not only about catching issues. It can also be used to check the traffic or changes on your website and perform a certain action. For example, you get a new row in your database when the goal is reached. Or when content on a website changes, you get a notification.

enter image description here
enter image description here
enter image description here

HR: finding a team

All startups start with finding a perfect team — and this is no piece of cake. Hiring is a lengthy and time-consuming process. With modern tech, you can make it a bit less painful with things like Applicant trackers from Baserow where all relevant data can be sorted and efficiently stored and handled:

  • Managing recruiting pipeline;
  • On-boarding;
  • Storing HR policies;

…and more.

Now that you’ve neatly organized the positions, interviews to-do, applicants data, and everything in between, you can make things even easier for yourself with the following automation path:

Applicant leaves their CV →

  1. They are added to a database of applicants immediately;

  2. You automatically send out a confirmation letter (Connect Baserow + n8n + email; add a trigger plus the consequent action). In our case, a trigger is a new row added to the database (new applicant), and the action — send an email.

enter image description here

Creating and following a roadmap

Having a roadmap is beneficial for your team, clients, and investors. Respectively, it helps you not to stray away from your goals, your clients and investors see that you put in effort and time to develop.

Create and keep track of everything that is on your table with the Roadmap template Baserow offers.

enter image description here

Get rid of boring tasks

Some repetitive and boring tasks can easily be handed to the automated processes, while your team can focus on the creative side of running a newly-born business.

We are talking about things like creating tasks from your database:

  • Send tasks from Baserow to Trello
  • Send tasks from Baserow to Asana
enter image description here

Logging form submissions

Whatever information you are collecting — feedback, suggestions, or even what kind of coffee everyone prefers, using forms is probably the most efficient way to do so. With Baserow, you can send that gathered information to a database automatically, so it can be sorted, organized, and acted on efficiently.

Notifications for new and updated rows

Platforms like Baserow allow working on a file as a team. If you need to get notified about changes in the table without having to stare at the doc all day, good thing that adding custom webhooks in Baserow will allow you to do just that.

These real-time notifications keep you posted on new and updated rows, so you’re never out of the loop.

Create calendar events from new records in Baserow

If you have a specific database in Baserow that is dedicated to events, this automation path will be a perfect fit for you. Once set up, when new rows are added to the selected table in Baserow (events in our case), with the help of n8n you can automatically create a respective event in Google Calendar. Create new events right from your Baserow database!

enter image description here


Something as trivial as a chatbot can make your processes more efficient, and decrease the workload of your community or support manager. An automated chatbot can take care of customer queries for order tracking, subscription updates, FAQs, and even the most common support requests.

There is a whole list of things you can do to make sure your Chatbots work efficiently, for example, collect analytics.

enter image description here

SEO & Blog posts management

Organize, track, and share your blog posts without missing a deadline or creating duplicate content through tools like Baserow. We promise you’ll like it! With Baserow you can create a complete organizational space, where you can manage not only blog posts, but also keywords, backlinks, filter out posts by copywriters and statuses, and the list goes on.

enter image description here

Once you organize your content plan, move on to setting up automated publishing.

Social media management

Schedule posts across all your social media to be posted automatically — no need to do it manually all the time. Life gets in the way, and we all forget about things. With automation, however, you will be 100% sure that the post is there when you need it.

When the status is approved, send a notification to Slack and post a tweet.

enter image description here


In this day and age, emailing has never been easier. With platforms like n8n existing, you never have to worry about mundane ordeals like adding leads to the newsletter list by hand. Send out huge campaigns automatically, collect open and response rates, learn about no-longer-existing emails, and much more.

Set up an automation email chain, and get all open/click rates to be shown in your Baserow database.

enter image description here
enter image description here

Software application bug tracker

No software is free from bugs. In fact, the best programs out there are the ones, that had kept a detailed log of all the bugs and complaints and gradually rooted them out. Having one centralized location for tracking the issues allows you to select the most appropriate team member that has either touched the code before or is proficient in programming to jump in and address the issue right away. Baserow’s template for tracking bugs reduces the time any users have to experience issues by effortlessly tracking, assigning, and resolving software bugs promptly.

enter image description here

Part 3: Scaling

An awesome startup is one that gradually grows without stumbling upon any serious issues on the way. Automation is a swiss knife that helps scale a business by taking a big chunk of tasks and doing them for you.


Half the scaling process is listening to what your users have to say. Hook up NPS and customer satisfaction surveys on your website, and collect the feedback effortlessly. With some automation magic, you will be able to send the data immediately to your database of choice and keep track of what people have to say about your product.

Reducing errors

Machines do not make mistakes — if everything is set up correctly. And having to repeat the same action over and over again, you will definitely see what is going smoothly and what needs minor corrections. In such a way, you will erase the human factor from the equation; no more typos, miscounts, i-forgets, etc. Fewer errors, less time dedicated to fixing them — more time directed into growing the business.

Grow faster than your competitors

We mentioned it already, but automation allows your business to mostly run on auto-pilot. Now, you can dedicate more of your effort to development, marketing, or looking for investments. This way you will have two parallels of work (automated & not) running together, letting you achieve more in the same amount of time.

Invest into growth

Automation is a powerful cost-reducing tool. The money saved on repetitive tasks can be re-invested into employee incentives, research, development, marketing, or even some team-building activities.

Make your databases work for you. A powerful tool to keep, and manage information, they can become even more efficient if paired with automation. Easily collect the data that matters for your business and keep you and your team informed about changes.

Invest your time and money into what truly matters. Leave the rest to automation.

January 18, 2023 by Bram Wiepjes
1.14 release of Baserow

Today we are releasing Baserow 1.14 with a new security feature — audit log, and big updates to Baserow RBAC that allow assigning roles to users or teams on individual databases and tables for even more granular permission control.

January 26, 2023 by Georgina Brisk
Best Airtable alternatives
January 10, 2023 by Olivier
No-Code Platforms in 2023
Want to contribute?

Want to write a post in collaboration with us?

How to contribute?