There's nothing more frustrating than investing time with a prospective client, only to then learn that they are not a good fit for your services. Maybe they don't have the necessary budget to hire you - maybe they aren't looking for the type of help you offer - there are many reasons someone might not be a good fit. Instead of having wasted both of your time, wouldn't it be better if you had...

Airtable's new partner blocks are an exciting development within the Airtable universe. Essentially, Airtable has started to allow third parties to build custom blocks that integrate with their products. Some of these are merely cosmetic, but others are really exciting and packed full of potential. One of the most promising blocks is the new block from Formstack.

Formstack (formerly Webmerge)...

There are many ways to automate email and not all of them are appropriate in every situation. In this post, I'm outlining the steps for building an automated email that includes an attachment or file that is first stored in an Airtable database. This type of email automation is best utilized in the cases where (1) you are sending internal emails or (2) your email recipient has requested the...

Airtable updates have been coming out at an increased rate recently and it's arguable that the updates from April 2020 are the most impactful to date. This past update included four massive improvements, each so powerful as to demand an entire post of its own. However, in the interest of expediency, I want to touch on them all from a high level to showcase the incredible improvements that...

In my previous life as a financial analyst, I was confused by the inefficient systems I was required to use. In one role, I received Excel files with tens of thousands of records from three different vendors. Each of those files was completely different, but I was expected to combine all of that data into one file and generate a report that senior leaders could then use to make...

Sharing access to a database comes with a bunch of options - but it can be hard to understand the best choice for every case. In this video, I walk through the massive differences between the Editor and Creator levels of permission inside of Airtable.

As a general rule, I tend to advise clients to only have one or two users per base at the Creator permission level. Creators basically have...

The local Area Agency on Aging (AAA) is helping the elderly in our community to shelter in place during the COVID-19 pandemic by purchasing and delivering supplies to them. Employees of the AAA are driving around to purchase requested items at various stores, but they really needed a way to track the purchases that were being made. As a government funded program, the audit requirements...

Airtable is so incredibly powerful, but like all software, it has some limitations. Possibly the largest of those limitations is being able to limit access for your users.

Yes, Airtable has provided us with four levels of permissions (Creator, Editor, Collaborator, Read-Only). So, when you share access to your database, of course you can select from these four permission levels to determine...

These are uncertain times - that much is undeniable.

There are so many questions and fears that I continue to hear echoed on social media. For many of those questions, I don't have good solid answers - however, there are some questions that I have personally worked to solve for the past several years...

How do I transition my business to work remotely?

How can I work more...

Tracking inventory is a vital part of so many businesses. Inventory is a tricky thing to manage - having too much is an inefficient use of capital, and having too little produces delays and lost opportunities. So how do you get that sweet spot and know how much inventory to keep on hand? How do you know when it's time to reorder?

Sure there are tons of expensive inventory solutions out...