Latest Articles

Automate Document Generation without Zapier

Airtable scripts are obviously powerful, but for most no-coders (like me) it can be a daunting task to try to put together a cohesive process. As a result, I typically default to using Zapier and Integromat in places where scripts would be a more sufficient solution.

But now, thanks to the ingenious script builder from Documint, we can all create documents from data directly in Airtable - and...

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Improve your Workflow with the Interface Designer

The Interface Designer is a new Airtable feature that allows us to present our data in crisp new ways. But, how does this help with the underlying goal of streamlining our workflows? As it turns out, it helps in a huge way!

In this tutorial, I walk through an interface that I built internally for GAP Consulting as I work with my assistant to update and revise our course. Naturally, I...

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Better Data Insight with Airtable's Interface Desinger

For data nerds like me, staring at a spreadsheet with rows and columns is nothing short of an expected work environment. However, the new Interface Designer from Airtable makes the days of rows and columns obsolete. Now we can explore our data in a way that feels more natural and comprehensive (without squinting to see cells on a spreadsheet).

In this video, I walk through some of the most...

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Creating a Sales Dashboard with Airtable Interface Designer

The Interface Designer is a great feature for teams to visualize their data in Airtable. In this tutorial, I walk through how to set up a sales dashboard using transaction data. Starting with a template, I customize the elements in my dashboard to showcase high level metrics, along with filters that allow users to change the date range as well as filter specific transaction types.

I use number...

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Build a Unique Interface directly in Airtable | Interface Designer

A new feature from Airtable allows us to create unique interfaces directly in our Airtable account. With this, we can alter the data that our users see and improve the overall user experience by highlighting only the important things that users need to see at any point along our specific workflow or process.

In this video, I break down my initial thoughts about this new feature and I dive into...

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Track your Cashflow | Personal finances in Airtable

An important element of personal finances is managing your cashflow. This fancy finance term just looks at your money in and compares it to your money out in a given period of time. For most personal use cases, we would want to track our income streams (money we receive) and compare it against our cash outlays.

Last week, we detailed how to use Airtable to track your personal debt...

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Know your Net Worth | Personal finances in Airtable

Airtable doesn't have the same formulas as spreadsheet tools like Excel. For example, creating an amortization schedule is one of those things that's best suited for a spreadsheet and not a database. However, tracking your financial position against your payments is a perfect task for Airtable!

This tutorial shows you how to use Airtable to track your precise net worth (in...

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Kanban Block in Softr and other new features

Softr continues to impress with newly minted features, including a Kanban Block! In this tutorial I walk through four new Softr features and show you exactly how to implement these new options:

  1. Edit capabilities for List Blocks
  2. Edit capabilities for Table Blocks
  3. New List Detail Block with Columns
  4. New Kanban Block
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Meal Planning in Airtable

Meal planning has never been easier, thanks to this Airtable template. In this training, I walk through the process of putting together the plan, how the database is structured, and lastly showcase an example of how to use the template.

Check out the template to streamline your own meal planning process!

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Filtering Views in Airtable with new Condition Grouping

A new feature release from Airtable is making it easier than ever for you to build complicated filters in your views. Prior to this feature, complicated filters required sublemental formulae consisting of (in many cases) robust logic. However, the new feature removes any need for a formulaic work around! Now we can build these conditions directly inside our view filters.

In this video I walk...

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