Businesses are prone to weak processes that can cause clients to walk away. This has a dramatic impact on the businesses bottom line, but many businesses are overwhelmed with the idea of finding these "holes" in the system and patching them up. In this video, I show you a simple trick you can use in Airtable to automatically calculate your efficiency within various processes. This will help...

Is the "Pro" plan in Airtable worth it? One of the best features that's available with this paid plan is the ability to install "Apps" in your Airtable databases. While the capabilities of all the various apps are too much to discuss in one tutorial, in this video I walk through how to navigate the Apps Marketplace and detail how to access various apps that have been built by Airtable, other...

The rise of no code front end tools like Stacker allow you to build your own custom app for your business. In this video I show how you can create a CRM in Stacker. I start with one of their templates that is built for Google Sheets, show you how to import that template into Airtable, and then set up the CRM for your users.

Helping to make this process even simpler is the new feature from...

Which frontend platform is best for you? Softr.io or Stacker.app? In this video I break down the nuanced differences between the tools. I start by looking at three categories:

1. Customization
2. Functionality
3. Price

While I think these three categories are very important to consider, the bigger question is, "which software is best for YOU?" Both Softr and Stacker have very different target markets...

Building automated processes from Zoom is slightly advanced, but can save you a TON of time and help streamline your job. Imagine if every Zoom recording you create automatically gets saved and shared with the meeting participants! In this video I walk through the very steps for building that exact automation.

Please note, this is an advanced automation and there are previous steps in this...

Stacker is an outstanding resource for no-code user portals and their templates make it so easy to add a new app to your internal process. In this video, I walk through the steps of installing a new app that tracks approvals. In it, I walk through the data structure that is created in Google Sheets, as well as how your team can use the app, including the process to upload a new request and...

It's common to use one form to capture data that "lives" in multiple areas within your database. Most often, this is because one form is collecting data that belongs to more than one table within your data structure. For example, you may collect client information and then require a payment to be made, all on one form. In this case, you are likely store client information in one table...

Zapier has created three trigger options with Airtable. Every automation starts with a trigger, so you must first determine the right trigger for your situation. Your options are:

1. New Record
2. New Record in View
3. New or Updated Record

But which trigger is best for your situation? Every trigger is best suited for specific scenarios, so in this tutorial I break down each of the options and I...

Even today, offices still print forms and keep physical copies on file, but it's completely unnecessary in most cases. Learn how to move your exisiting form online with JotForm's "Import Form" capability. In this video, I take the IRS W9 form and convert it to an online form. Then, I add a signature element to the form and demonstrate how the PDF version is created automatically.

Managing cashflow is a critical skill for any business - without it, you're sure to go bankrupt. In this video, I show you the steps I've taken to build a cashflow app in Airtable that runs entirely on automation. Every payment we receive is instantly added to our cashflow app and the expenses related to that income are also created. This way, we never spend more than we earn, building a...