Latest Articles

Using Automations to Create New Tasks

A very popular question I get regarding task management in Airtable is about creating new tasks that automatically get assigned to team members, based on a template. While there are a number of ways to do this (including a more advanced approach using an Airtable Script), I prefer to build automations directly inside of Airtable. The steps are straightforward, and editing the automation in the...

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Advanced Automation Retrigger

Full Disclosure: this is a more advanced concept than I wouldn't normally address in my videos. If you are still getting comfortable with the software, you may opt to bookmark this post and come back to it later. There are a lot of moving parts here...

The problem is simple enough: Airtable Automations allow us to retrigger multiple times off the same record, but Zapier automations do not ...

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How to Consider Averages in Airtable

Calculating Averages is an essential part of database design, but there are several options to choose from when setting up your ideal structure. How will you decide which 'type' of average to create for your database? Well, it generally starts with knowing your options, including pros and cons for each choice.

In this video, I walk through a few different ways to calculate averages inside your...

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Template for Tracking Fitness Goals

If you're looking to take greater control of your fitness, tracking your data is a critical step to achieve success. In business it is often said that what isn't measured isn't improved - this concept applies to personal life as well! If you want to shed pounds or increase muscle, you'll want to track your progress to stay motivated and keep your goal in front of you.

An easy...

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Send Texts without leaving Airtable

If you're considering adopting more text messaging with your clients, you're not alone. Customer communication has moved beyond emails recently as more businesses embrace text messaging. Businesses that have made this shift see an increase in message opens and a higher level of responses from customers - both outstanding benefits. But how exactly do you make the switch from email to...

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How to Create Automated Images for Social Media

Images are a vital part of every social media post. Social media algorithms reward posts with high engagement, and including images with your posts is a key to ensuring that you get the online attention you deserve.

That said, a lot of social media images are derived from a template. For example, every thumbnail I create for YouTube comes from a template. Sure, there are changes for each image...

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How to Trigger Airtable Automations on a Specific Schedule

Every automation starts with a trigger - the set of conditions that must be met in order to "turn on" your automation. However, sometimes you need your automation to occur on a specific date or time. For example, perhaps you want to run a report on Fridays at 6pm, or maybe you want to send an email every Wednesday at noon. This type of trigger is often referred to as a "Scheduler," but setting...

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Airtable Template for Christmas Cards

Airtable is a fantastic tool for managing processes in your business and life. One thing that I track in it every year is sending holiday cards. It's arguably an older tradition, but I love taking time every year to sit with my family and recap the great things that occurred. We then compile this in our holiday newsletter that gets printed off at FedEx.

The part that we manage with Airtable is...

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How to Track Time and Labor in Airtable

Working with contractors can get complicated, especially when you ask them to submit their hours and timesheets. Not only that, but you also need to manage multiple rates over time, especially if you want to properly promote the best of your talent pool.

If tasked to build this in Airtable, our first inclination will often be to directly link a table of Rates to a table of Contractors -...

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How to Use Webhooks with Airtable

In many cases, automation is fairly straightforward to build. Simply connect your software, choose your trigger and actions from a list, and away you go! However, sometimes the specific thing you're trying to automate doesn't already have a trigger established. There are an unlimited number of possibilities here, but let's use the example of pushing a button in Airtable. At present, there...

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