Retool is your go-to platform for building powerful apps quickly. But to really make the most of it, you need to know the ins and outs. This guide is all about showing you how to streamline your workflow, tap into advanced features, and keep everything running smoothly. If you’re just launching your project or leveling up your skills, these tips will help you build apps that are functional, efficient, and user-friendly. Let’s dive in!
Understanding the Retool Environment
To get the most out of Retool, you’ll have to—first—understand the environment you’re working in.
Retool is built around some components (like tables, charts, forms, and APIs) that are the core of any app you might want to create.
- Tables let you display and work with data,
- Charts help to visualize it,
- Forms allow to interact with information,
- APIs connect everything to other systems.
Getting familiar with these components is crucial for building functional apps.
Another important thing is to navigate the Retool interface efficiently—this can save you a lot of time. Here you’ve got:
- The Canvas where you build your app,
- The Inspector where you adjust settings,
- The Query Editor where you manage your data.
Learning how to move between these areas smoothly can really speed up your workflow.
Customizing your workspace is also a good idea. You can arrange the sections to fit how you like to work, choose a theme that’s easy on the eyes, and save components you use a lot for quick access. These little tricks can make your experience nicer.
In short, the better you know the tools and workspace, the easier your app-building process will be.
Optimizing Workflow in Retool
Now, back to maximizing productivity. The first step that comes your way is to streamline your workflow. Here we’ve prepared some strategies to help you structure your apps better, make use of templates, and handle data integration smoothly.
#1. Building efficient apps
Keep things simple and maintainable when it comes to structuring your application. And the best way to do this is by adopting a modular design. Break down your app into smaller, manageable components to make it easier to troubleshoot, update, and scale.
Example: instead of creating one massive form with dozens of fields, consider splitting it into several smaller forms or sections. Each of them can handle a specific part of your app’s functionality, which reduces complexity and keeps your code cleaner.
Another tip is to reuse components—wherever possible. Save everything you build on different projects in case you’ll need to use them again. This will definitely save you time, and also ensure consistency across your apps.
#2. Utilizing templates and cloning
Retool offers its users a huge set of pre-built templates that can help you start with app development quickly. They provide a basis that you can customize for any needs. So, instead of starting from scratch every time, you can pick a template that’s close to what you want, and then just change it.
Another powerful tool you should definitely implement in your day-to-day use is the cloning feature. If you’ve built something that works well, like a dashboard or a particular app structure, clone it to create for the future—it might help to create new apps without having to rebuild everything from scratch. This is especially useful if you’re working on a few projects with similar requirements.
#3. Data integration strategies
If you’re using data from a database, an API, or even a spreadsheet, Retool’s Query Editor is your way to go. It will allow you to write and manage queries that fetch the data you need.
Try to keep your queries modular and well-organized. For instance, instead of writing one big query that does everything, break it down into smaller pieces that handle specific tasks (as well as with design—modules work perfectly on every stage).
When working with APIs, make sure to handle error responses and timeouts. This is important for your app to handle situations where the data source is slow or unavailable. You are seeking a smooth user experience, right?
Once again—structure your apps efficiently, leverage templates and cloning, and manage your data sources effectively. These are the keys to success.
Advanced Features and Techniques
After your workflow is fully ready, it’s time to explore some advanced features of Retool. This section is about how to use custom scripting, automate workflows, and manage large sets of data.
#1. Custom scripting
Sometimes you need to add a bit more logic to make your app do exactly what you want. That’s where JavaScript and SQL come in. You can use the first one to add dynamic behavior to your app—like making parts of the interface respond to user actions in real-time. The other one lets you run more complex queries directly in Retool. With it, you’ll get finer control over how you pull and manipulate data.
#2. Automating workflows
Automation is a real must for productivity. And Retool is perfect for it. The platform allows you to automate tasks (like triggering actions) based on user inputs or data changes.
Example: you might set up your app to automatically send emails, update records, schedule changes or even run calculations whenever specific conditions are met. Yes, this is possible (and pretty easy, btw). This will reduce the amount of manual work and will keep everything running smoothly. What’s left for you? Just focus on more important tasks!
#3. Handling large data sets
Retool offers some effective techniques for keeping your app fast and responsive to deal with large and complex data sets. These include pagination (breaking data into manageable chunks), server-side filtering (letting your server do the heavy lifting), and lazy loading (only loading data as it’s needed). With them, your app will be quick and user-friendly, no matter how much data you’re working with.
By exploring these advanced features, you’ll be able to build powerful, dynamic, efficient, and scalable apps. They will help you handle more complex projects with ease and keep your apps performing at their best.
Enhancing User Experience
The next step is to make sure it’s easy and enjoyable for users to use your app. That’s why we’ll dig deeper into how to improve your UI design, add functionality, and test and debug your products.
#1. Improving UI design in Retool
Good UI design is about making your app intuitive and user-friendly. In Retool, you can achieve this by focusing on:
- Layout.
Organize your app’s layout in a way that makes sense to users. How? For example, group related elements together, keep the navigation straightforward and make sure that the most important information is accessible easily. - Color schemes.
The colors you choose can have a big impact on how users see your app. Use a consistent color scheme that represents your brand or the purpose of the application. Don’t forget about the contrast between text and background colors—for readability, and use colors strategically to guide users thoroughly. - Responsive design: More and more users use apps on different devices. That means it’s really important to make your app responsive. Retool allows you to do so. With it, you can adjust your platform to different screen sizes for a smooth experience on desktop, mobile, or tablet.
#2. Custom components
Sometimes, the standard components in Retool might not be enough for what you are aiming for. That’s where custom components show up. Using Retool, you can either build your own components with JavaScript and CSS or find pre-built ones.
There’s a huge library of custom components built by the Retool community that you can use for your projects. Using them can save you time and provide the needed functionality. But if you have a special request and an exact picture in mind of what you need (that isn’t covered by Retool’s built-in components, of course), create your own. You’ll be able to add the features you are seeking.
#3. Testing and debugging
Before you roll out your app to users, test it first. Here are some tips for it in Retool:
- Go through your app as if you were the end user. Check inputs, actions, and scenarios to be sure everything works well. See how the app opens on different devices and browsers to catch any issues with responsiveness. Retool’s Preview Mode is a must-go for this.
- When something doesn’t work right, use a debug. The developer tools that are accessible through your browser can inspect elements, check for errors in the console, and track down issues in your JavaScript code. The other option is Retool’s own debugging features, like watching variables and stepping through queries.
To summarize, UI design, custom components, and testing and debugging can help you ensure that your Retool apps are functional, user-friendly, and reliable. Focusing on this is what makes the difference between a good app and a great one.
Collaboration and Version Control
When working on a project with a team, you have to think about how to provide smooth collaboration and reliable version control. Retool can help you with it. Here’s how.
#1. Team collaboration features
Retool is designed with teamwork in mind. That’s why it’s easy for multiple people to work on the same project together. It has:
- Shared components.
If your team is building multiple apps that use similar elements—like a standard form or a specific chart—you can create them as shared components. This way, everyone can use the same stuff to keep the consistency across the apps and save time on the tasks. - Access controls.
Retool allows you to set access controls so that team members can only modify the parts of the app they’re responsible for. This is particularly useful in larger projects where different people handle different aspects of the app. With this feature, you can avoid accidental changes and keep everything organized. - Commenting features.
You can leave comments directly on components or sections of the app, making it clear to your teammates what needs attention or explaining why certain decisions were made. This keeps everyone on the same page.
#2. Version control and backup
Managing changes and keeping track of different versions of your app is crucial (especially when a lot of people are involved in development). Retool has several tools that can help to manage it:
- Version history.
Retool’s built-in version history feature allows you to see who made what changes and when. If something goes wrong, you can easily get back to a previous version. This is a lifesaver when a recent change causes issues. - Git integrations.
For teams that already use Git, Retool offers integrations with it that let you sync your app’s state with a repository. This way, you can manage your app versions alongside your codebase, keeping everything in one place. - Regular backups.
In addition to version control, it’s a good practice to regularly back up your Retool apps. If you’re using Retool’s built-in features or exporting app data manually, having a backup plan helps you to not lose important work if something unexpected happens.
Keeping team collaboration and version control features in mind and using them properly will help your team work smoothly and be sure that apps remain stable and well-documented. Try it out!
Maximizing Efficiency with Retool Updates
Might be an obvious point, but still: to keep your apps running smoothly and to stay ahead of the curve, it’s important to follow Retool updates and expand your knowledge. Regular updates often include important security patches and performance enhancements that can save you time and prevent issues.
To keep growing your skills, make use of available resources like the Retool documentation, community forums, and tutorials. These tools help you stay informed, learn new techniques, and ensure you’re always getting the most out of the platform.
In short, keep up with updates and continue learning to maximize your efficiency and make the best of what Retool has to offer.
Real Examples
Learning how others have used Retool to solve their business challenges can give you practical ideas for your own projects. Let’s look at two examples that we worked with at Akveo. We’ll show you the flexibility and power of Retool in action.
L'Esperta: Streamlining a Tour Company’s Operations
L'Esperta, an Italian tour company, was facing challenges with managing bookings and internal processes. Their operations involved a lot of manual work, which took a lot of time and increased the chances of mistakes. By adopting Retool, they were able to automate many of these tasks and integrate different services into one system.
What worked:
- Automation: Retool allowed L'Esperta to automate repetitive tasks, which cut down on manual work and errors.
- Efficiency gains: With Retool, the company now could focus more on providing a good customer experience, rather than getting bogged down by admin work.
CMS Marketplace for School Programs
Another example is the creation of a custom CMS marketplace for CutTime, a fine arts education program management software. This project required a solution that could handle the unique needs of educational institutions—something flexible, scalable, and easy to manage. Retool fits the bill perfectly. With it, the team can build custom components and manage complex data integrations.
What worked:
- Custom scripting: The ability to add custom logic with JavaScript and SQL made it possible to create dynamic features that handled the needs of the schools.
- Scalability: As more users and programs were added, Retool’s scalable infrastructure ensured everything continued to run smoothly.
For more case studies, check out our portfolio. We might have a case that will be the solution to your challenge.
Conclusion
By mastering the basics, using advanced features, and keeping your team in sync, you’ll be able to build Retool apps that really deliver. And don’t forget—the platform is always evolving, so keep up with updates and learn to stay ahead of the curve.
If you need any help with Retool development or consulting, feel free to contact our team. We’re here to help.
Lead Generation Tool to Reduce Manual Work
Our client, Afore Capital, a venture capital firm focused on pre-seed investments, aimed to automate their lead generation processes but struggled with existing out-of-the-box solutions. To tackle this challenge, they sought assistance from our team of Akveo Retool experts.
The scope of work
The client needed a tailored solution to log and track inbound deals effectively. They required an application that could facilitate the addition, viewing, and editing of company and founder information, ensuring data integrity and preventing duplicates. Additionally, Afore Capital aimed to integrate external tools like PhantomBuster and LinkedIn to streamline data collection.
The result
By developing a custom Retool application, we streamlined the lead generation process, significantly reducing manual data entry. The application enabled employees to manage inbound deals efficiently while automated workflows for email parsing, notifications, and dynamic reporting enhanced operational efficiency. This allowed Afore Capital's team to focus more on building relationships with potential founders rather than on administrative tasks.
Learn more about the case
Retool CMS Application for EdTech Startup
Our client, CutTime, a leading fine arts education management platform, needed a scalable CMS application to improve vendor product management and user experience.
The scope of work
We developed a Retool application that allows vendors to easily upload and manage product listings, handle inventory, and set shipping options. The challenge was to integrate the app with the client’s system, enabling smooth authentication and product management for program directors.
The result
Our solution streamlined product management, reducing manual work for vendors, and significantly improving operational efficiency.
Building Reconciliation Tool for e-commerce company
Our client was in need of streamlining and simplifying its monthly accounting reconciliation process – preferably automatically. But with a lack of time and low budget for a custom build, development of a comprehensive software wasn’t in the picture. After going through the case and customer’s needs, we decided to implement Retool. And that was the right choice.
The scope of work
Our team developed a custom reconciliation tool designed specifically for the needs of high-volume transaction environments. It automated the processes and provided a comprehensive dashboard for monitoring discrepancies and anomalies in real-time.
The implementation of Retool significantly reduced manual effort, as well as fostered a more efficient and time-saving reconciliation process.
Creating Retool Mobile App for a Wine Seller
A leading spirits and wine seller in Europe required the development of an internal mobile app for private client managers and administrators. The project was supposed to be done in 1,5 months. Considering urgency and the scope of work, our developers decided to use Retool for swift and effective development.
The scope of work
Our developers built a mobile application tailored to the needs of the company's sales force: with a comprehensive overview of client interactions, facilitated order processing, and enabled access to sales history and performance metrics. It was user-friendly, with real-time updates, seamlessly integrated with existing customer databases.
The result? Increase in productivity of the sales team and improved decision-making process. But most importantly, positive feedback from the customers themselves.
Developing PoC with Low Code for a Tour Operator
To efficiently gather, centralize, and manage data is a challenge for any tour operator. Our client was not an exception. The company was seeking to get an internal software that will source information from third-party APIs and automate the travel itinerary creation process. Preferably, cost- and user-friendly tool.
The scope of work
Our experts ensured the client that all the requirements could be covered by Retool. And just in 40 hours a new software was launched. The tool had a flexible and easy-to-use interface with user authentication and an access management system panel – all the company needed. At the end, Retool was considered the main tool to replace the existing system.
Testing New Generation of Lead Management Tool with Retool
Our client, a venture fund, had challenges with managing lead generation and client acquisition. As the company grew, it aimed to attract more clients and scale faster, as well as automate the processes to save time, improve efficiency and minimize human error. The idea was to craft an internal lead generation tool that will cover all the needs. We’ve agreed that Retool will be a perfect tool for this.
The scope of work
The project initially began as a proof of concept, but soon enough, with each new feature delivered, the company experienced increased engagement and value.
We developed a web tool that integrates seamlessly with Phantombuster for data extraction and LinkedIn for social outreach. Now, the company has a platform that elevates the efficiency of their lead generation activities and provides deep insights into potential client bases.
Building an Advanced Admin Portal for Streamlined Operations
Confronted with the need for more sophisticated internal tools, an owner of IP Licensing marketplace turned to Retool to utilize its administrative functions. The primary goal was to construct an advanced admin portal that could support complex, multi-layered processes efficiently.
The scope of work
Our client needed help with updating filters and tables for its internal platform. In just 30 hours we've been able to update and create about 6 pages. Following features were introduced: add complex filtering and search, delete records, styling application with custom CSS.
Together, we have increased performance on most heavy pages and fixed circular dependency issues.
Creating MVP Dashboard for Google Cloud Users
Facing the challenge of unoptimized cloud resource management, a technology firm working with Google Cloud users was looking for a solution to make its operations more efficient. The main idea of the project was to create an MVP for e-commerce shops to test some client hypotheses. Traditional cloud management tools fell short.
The scope of work
Determined to break through limitations, our team of developers turned Retool. We decided to craft an MVP Dashboard specifically for Google Cloud users. This wasn't just about bringing data into view; but about reshaping how teams interact with their cloud environment.
We designed a dashboard that turned complex cloud data into a clear, strategic asset thanks to comprehensive analytics, tailored metrics, and an intuitive interface, that Retool provides. As the results, an increase in operational efficiency, significant improvement in cost management and resource optimization.
Elevating CRM with Custom HubSpot Sales Dashboard
Our other client, a SaaS startup, that offers collaborative tools for design and engineering teams, was on a quest to supercharge their sales efforts. Traditional CRM systems were limited and not customizable enough. The company sought a solution that could tailor HubSpot to their workflow and analytics needs.
The scope of work
Charged with the task of going beyond standard CRM functions, our team turned to Retool. We wanted to redefine how sales teams interact with their CRM.
By integrating advanced analytics, custom metrics, and a user-friendly interface, our developers provided a solution that transformed data into a strategic asset.
In 40 hours, three informative dashboards were developed, containing the most sensitive data related to sales activities. These dashboards enable our customer to analyze sales and lead generation performance from a different perspective and establish the appropriate KPIs.
Building a PDF Editor with Low-Code
Our client, a leading digital credential IT startup, needed a lot of internal processes to be optimized. But the experience with low-code tools wasn’t sufficient. That’s why the company decided to hire professionals. And our team of developers joined the project.
The scope of work
The client has a program that designs and prints custom badges for customers. The badges need to be “mail-merged” with a person’s info and turned into a PDF to print. But what is the best way to do it?
Our developers decided to use Retool as a core tool. Using custom components and JavaScript, we developed a program that reduced employees' time for designing, putting the data, verifying, and printing PDF badges in one application.
As a result, the new approach significantly reduces the time required by the internal team to organize all the necessary staff for the conference, including badge creation.
