Latest Articles

3 Ways to Trigger Zapier Automation from Airtable

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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...

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How to Import your PDF Form into JotForm

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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.

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Manage your Business Cashflow in Airtable and Automate your Finances

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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...

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Create a Sales Dashboard in Airtable

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A database without a dashboard is only a partial solution, so in this post I'm showing the steps to building a Sales KPI Dashboard. KPI (or key performance indicators) are those metrics that you've chosen to focus on to help guide your business growth. In this example, I'm focusing on building metrics around tracking scheduled calls, the success rate of those calls, how many proposal (or...

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How does 'TIME' work in Airtable?

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Time can be a complicated concept in any software, and Airtable is no exception. There are some great features, including displaying time in the user's local timezone settings, but this can lead to confusion if it's not done intentionally. Also, GMT can be a confusing concept, especially in the way it interacts with daylight savings.

So, how can you make sure that your team always has the...

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Using Airtable as a CRM

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Airtable makes a great CRM due to the flexibility that it provides. Since no two businesses are exactly the same, isn't it odd that we use static tools to track our customer data? For this reason, I think building your own CRM inside of Airtable is a worthwhile endeavor - it will force you to analyze your business processes and create the optimal data structure to support YOUR business.

In...

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Syncing Airtable with Calendars

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A lesser discussed Airtable feature is their ability to sync to one or more calendars. Currently, this feature is available only for Google Calendar users, although more options may become available in time.

This sync is very similar to the Airtable Sync feature that connects to another Airtable database. In both cases, you start with one source for the data and you then create a reflection of...

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Everything to Know About Airtable Pricing

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Airtable's pricing structure can be a bit unusual at first glance, so in this video I break down how the paid plans in Airtable work. The first thing to address is the key concept that pricing plans are specific to each workspace, so it's possible to have many workspaces that are each on their own unique pricing tier!

Secondly, I cover how users are counted within a workspace. As the creator...

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Manage Content in Airtable (and Autocreate Tasks from a Template)

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As someone who leverages the power of YouTube, I know firsthand how content marketing can help grow a company. But producing content has a LOT of moving pieces and it can be difficult for a team to stay connected and on task. Fortunately, Airtable has features that make it an excellent option for content marketers.

One of the best features is to autocreate tasks based on the type of content...

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Mastering the Basics of Airtable with 3 Quick Tips

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Although Airtable looks and feels like a spreadsheet, there are some fundamental differences in how the software works. Without adjusting your thinking from spreadsheet mode to database mode, you probably won't tap the full potential of Airtable. In this video, I walk through my top three tips for making the transition to Airtable.

Tip #1 is about how to use tables in Airtable and how they...

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