Use case

Build an Airtable Application Portal

Run grant, scholarship and program applications in Airtable. Applicants track status and upload what is missing; reviewers score only their assignments.

Matt Shepherd
By Matt Shepherd, Founder, CollabPortals
· 11 min read

See it working, then start from a ready-made Airtable base.

See a live demoCopy the Airtable template

The Problem: The Form Is the Easy Part

Plenty of foundations, schools, clubs and programs already run applications in Airtable. A form collects the application, a table holds it, and a few views sort it by round and stage. Grants, scholarships, program admissions, vendor and creator applications, club trials: the base looks much the same each time.

The trouble starts after the form is submitted, because people need to come back. Applicants want to know where their application has got to, and half of them still owe you a budget or a reference letter. Reviewers need to read the applications assigned to them, open the documents, and score each one without seeing anyone else's marks.

You end up doing one of these:

  • Answering status emails by hand and chasing missing documents one inbox thread at a time, then saving the attachments back into Airtable yourself.
  • Adding reviewers as Airtable collaborators, where every reviewer can see every application, every other reviewer's scores and your decision notes, and each one costs a seat.
  • Sending reviewers exported spreadsheets and PDF packets, then retyping their scores into Airtable when they come back.
  • Buying grant management software on an annual contract, then moving your data and your workflow out of the Airtable base you built.

How CollabPortals Works for Application Portals

CollabPortals connects to your Airtable base and gives each group a branded portal. People sign in with their email, see only the records that belong to them, and edit only the fields you allow. Your internal notes, other people's scores and anything about a conflict of interest stay in Airtable.

An application process has two audiences, and one base can serve both. Reviewers get a portal that shows the applications assigned to them and lets them score. Applicants can get a second portal on the same base that shows their own applications, their stage, and the documents still to send.

Example: Community Foundation Review Panel

The live demo is a regional community foundation that runs grant rounds, microgrants and a scholarship. You sign in as John, a volunteer panel reviewer who sits on most of the foundation's panels, so more than fifty applications are assigned to him across the rounds he reads for.

TableReviewer AccessPurpose
ApplicationsViewEvery application assigned to the reviewer, as a kanban by stage, with its scores and documents on the application page
ScoresView, create, editOne score per application stage, rated on four criteria, with a recommendation and comments
DocumentsViewBudgets, letters of support, transcripts and portfolios, with the ones still owed marked Requested
Panel SessionsViewCalibration sessions, interviews, site visits and panel meetings on a calendar
Funding RoundsViewEach round's dates, budget and guidelines PDF, as a gallery
ReviewersView, edit own profileThe reviewer's own record, including an upload for the signed confidentiality agreement
FAQViewHow scoring, interviews and conflicts work
ApplicantsHiddenApplicant contact details stay with the grants team

The grants team works in Airtable with the full picture: every score from every reviewer, the panel average, decision notes and declared conflicts. Each reviewer sees their own assignments and their own scores.

Build an Application Portal Step by Step

Here is how the live demo above is put together. The whole thing takes about an hour the first time, and there is no code involved.

  1. 1

    Set up your Airtable base

    Start with one table per thing you track: Funding Rounds, Applications, Scores, Documents and Panel Sessions, plus a Reviewers table for your panel and an Applicants table for the people who apply. Reviewers is the user table. Each application links to its round, its applicant and the reviewers assigned to it, and every score, document and session links back to its application. That chain is what lets a reviewer open an application and find its scores and files already on the page.

    The Airtable base for the review panel, showing the Applications table with each application's reference, funding round, applicant and assigned reviewers
    One table per thing, with applications at the center and scores, documents and sessions linked to each one.
  2. 2

    Connect the base and pick the reviewer table

    Point CollabPortals at the base, then choose Reviewers as the user table and Email as the login field. Each reviewer signs in with the email on their record and sees the applications whose Assigned Reviewers field includes them. Documents do not need a reviewer link of their own: the portal follows a lookup of the application's assigned reviewers, so a document is visible to exactly the people reviewing its application.

    Portal setup screen with the review panel base connected and the Reviewers table chosen as the user table
    Connect the base, then point CollabPortals at the Reviewers table and its email field.
  3. 3

    Hide decision notes and other reviewers' work

    On each table you toggle fields on or off. On Applications, reviewers see the applicant name, summary, stage, amount requested and round, while Internal Decision Notes, Conflict of Interest Notes and Panel Average stay hidden, along with the list of who else is assigned. Applications are view only. On Scores, reviewers can create and edit but not delete, and each score is saved against the reviewer who wrote it, so nobody sees anyone else's.

    The Fields tab for the Assigned Applications page, with reviewers seeing each application read-only
    Field-level permissions: show the application, hide the grants team's notes and every other reviewer's marks.
  4. 4

    Give each table the view that fits

    Pick how each table is shown. Applications as a kanban by stage, from Awaiting Documents to Awarded. Funding Rounds as a gallery with a cover for each round. Scores as a table grouped by round. Panel Sessions as a calendar. Conditional formatting picks out what matters: large requests in purple, top and low scores in green and red, and documents still owed in yellow.

    View settings showing the Applications table set to a kanban grouped by stage
    The Display tab turns each table into a kanban, gallery, table or calendar.
  5. 5

    Reviewers get a clean, branded app

    The result is a portal in your colors. A reviewer opens an application and finds everything in one place: the summary, their own score, and the budget and letters as PDFs they can preview without downloading. Adding a score takes a few clicks, with star ratings for each criterion, and it writes straight back to your Airtable base.

    An application page in the reviewer portal, with the reviewer's own score and the application's documents listed under its details
    One application as a reviewer sees it: the details, their score, and the documents that came with it.
  6. 6

    They log in with just their email

    Share the link. Each reviewer signs in with the email on their record and a one-time code, so there are no passwords to manage and no Airtable seats to buy. For a public example you can flip on a one-click demo user instead.

    The portal login screen asking for an email address to receive a login code
    Email and one-time code login, branded with the foundation's name and color.

Want to start from this exact setup? Open the live demo or copy the Airtable template and connect it to your own base in minutes.

Use Cases for Application Portals

Community Foundation and Council Grants

Run grant rounds with a volunteer panel. Applicants follow their application from submission to decision; reviewers read and score only what is assigned to them.

  • Applications (view), summary, amount requested, stage, round
  • Scores (create, edit), criteria ratings, recommendation, comments
  • Documents (view), budget, letters of support, financial statements
  • Panel Sessions (view), calibration, site visits, decision meetings
  • Hidden: decision notes, conflict of interest notes, panel averages, other reviewers' scores

Scholarships and Fellowships

Students apply once, then come back to upload a transcript or a reference letter and to see when they are shortlisted. Interviewers score the written application and the interview separately.

  • Applications (view), course of study, amount requested, stage
  • Scores (create, edit), written review and interview stages
  • Documents (view), transcripts, reference letters, financial aid summaries
  • Interviews (view), date, format, who is on the panel
  • Hidden: household finances, contact details, award decisions until they are final

Program Admissions and Cohorts

Accelerators, residencies, training programs and fellowships that take a cohort each year. Applicants see their stage; selectors score and shortlist.

  • Applications (view), program, cohort, stage
  • Scores (create, edit), criteria, recommendation
  • Documents (view), portfolios, resumes, personal statements
  • Interviews (view), scheduled sessions for shortlisted applicants
  • Hidden: selector discussion notes, waitlist ranking, internal budget

Vendor, Creator and Club Applications

Market and festival vendors, creator programs and sports club trials. Applicants submit once and return to complete their paperwork; the organizing team reviews and assigns.

  • Applications (view, edit), details the applicant can still update
  • Documents (create), permits, insurance certificates, photos
  • Sessions (view), trial dates, load-in times, briefings
  • FAQ (view), deadlines, what to bring, who to contact
  • Hidden: fees agreed with other applicants, internal ratings, selection notes

What Makes This Better Than the Alternatives

CapabilityAirtable form and emailReviewers as Airtable collaboratorsGrant management softwareCollabPortals
Reviewers see only the applications assigned to themN/ANoYesYes
Reviewers cannot see each other's scores or your decision notesN/ANoYesYes
Applicants check their stage and upload missing documents themselvesNo, by emailNoYesYes, with an applicant portal on the same base
You keep working in Airtable (formulas, automations, views)YesYesNo, separate systemYes
CostFree, plus inbox time$20/seat/monthAnnual contract$12/month, or $10/month billed annually, flat
Time to set upMinutes, then ongoing emailQuick, but everyone sees everythingWeeks of migrationAround an hour

If you are deciding between a form and a portal, CollabPortals vs Fillout covers when each one fits. For the Airtable-native option, see CollabPortals vs Airtable Interfaces, or the roundup of the best Airtable portal builders.

Field-Level Permissions for Applications

Application bases mix what reviewers need (the application, its documents, their own scores) with what only the grants team should see (decisions, conflicts, everyone's marks). CollabPortals lets you decide field by field:

  • Show to reviewers: applicant name, summary, stage, amount requested, round, documents, their own scores
  • Hide from reviewers: internal decision notes, conflict of interest notes, panel averages, applicant contact details, the list of other assigned reviewers
  • Editable by reviewers: criteria ratings, recommendation, comments, scoring notes upload, their own profile
  • Read-only for reviewers: the application itself, documents, sessions and round details

The same Airtable record, three different views: the grants team sees everything, a reviewer sees their assignment, and an applicant sees their own application and what they still owe.

Take It Further

The walkthrough above is the whole reviewer build. A few options are worth knowing once you are up and running:

  • Add an applicant portal on the same base. Create a second portal with Applicants as the user table and turn on self-registration, so applicants sign up from the login screen. Give them create access on Applications and Documents, with a file upload for each document, and keep Stage read-only. Scores, reviewer names and notes stay hidden, so applicants see their progress and nothing about the panel's discussion.
  • Make the openings public. Give that applicant portal a role, set Funding Rounds to show all records, and make the portal public. Visitors browse the open rounds without an account, and a Sign up button sits beside Sign in for anyone ready to apply. The role matters: a public portal without roles has no sign-in at all.
  • Scope ownership through a lookup. Documents and other child records can follow the parent's owner with a lookup field, so you do not keep a second link in step. See record ownership.
  • Email people from Airtable. CollabPortals does not send notifications on its own. Use an Airtable automation to email an applicant when a document is marked Requested, or a reviewer when a new application is assigned.
  • Roles for panel chairs. If your Reviewers table has a role field, a chair can get a wider view of their round than a reviewer, set up with roles and permissions.
  • Surface the rest of the chain. Turn on related tabs so a round shows its applications and its sessions, and add filter, search and sort controls so reviewers can find one application in a busy round.

After the first round, every score, status check and missing document goes through the portal and lands straight in your Airtable base.

For the generic version that applies to any base, see the setup guide.

Frequently Asked Questions

Can reviewers see each other's scores?

No. Each score is saved against the reviewer who wrote it, and the portal shows each reviewer only their own. A rollup such as a panel average can live in Airtable as a hidden field, so the grants team sees it and reviewers do not.

Can applicants upload a missing document after they have applied?

Yes, with an applicant portal on the same base. Give applicants create access on your Documents table with an attachment field, and they can sign in and upload the file you asked for. It lands in Airtable against their application.

Can I hide conflict of interest notes and decision notes from reviewers?

Yes. Field-level permissions let you hide any field in the portal while leaving it in Airtable. The demo hides internal decision notes, conflict of interest notes and the panel average from every reviewer.

Does CollabPortals email applicants when their stage changes?

No. CollabPortals does not send notifications on its own. Use an Airtable automation to send an email when the stage field changes or a document is requested; applicants can always sign in to check where things stand.

Can people apply without being added to Airtable first?

Yes. Turn on self-registration and a visitor can create their own record from the login screen. After that they sign in with their email and a one-time code like everyone else.

Can I run a blind review?

Yes. Hide the applicant's name and contact fields from reviewers and use a reference number as the record name, so reviewers score the application on its merits. The grants team still sees who applied in Airtable.