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Getting Started with Coda Jan 06, 2020

Confession time...

For several months, our development team has been developing in a system other than Airtable **gasp**!

This might come as a shock, since we've built a name for our firm as Airtable Experts. But, as is true with all software - sometimes you need additional functionality. As I...

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Using Zapier Paths in an Automation Dec 16, 2019

Last week, I showed the power of using Conditional Form Logic - the end result is a form that adjusts as it is answered. Different questions become available based on inputs as they are received. As you might imagine, building automation for this type of form is more advanced, giving us the...

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Using a Conditional Form with Airtable (Part 1) Dec 09, 2019

There are two common ways to get data into a database. You can either:

  1. Import a dataset in bulk
  2. Bring in data one with each new record submitted

For the most part, I recommend the first option, bulk imports, only when first setting up a database. Ideally, once the base is...

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Understanding Airtable Formula Syntax Dec 02, 2019

A lot of people have asked me how I learned to write Airtable formulas. I wish there was a silver bullet solution, but the truth is that formulas are one of the more complicated parts of any software. However, that's no reason for despair. In this vlog I put together three tips for...

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How to Import Data in Airtable Nov 25, 2019

As you transition to Airtable, there's a great chance that you'll need to first import data from your previous or current system. In many cases, this can sound quite cumbersome, but Airtable has actually created a simple process by which to do this.

One thing that should be added to this is the...

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Exploring the Gantt Chart in Airtable Nov 18, 2019

Gantt Charts are a commonly used tool in project management, so it’s no surprise that Airtable recently added these as an option as a Block. (Blocks are one of those ‘pro’ subscription features and they allow you to visualize your data in customizable ways.)

As is true with...

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Finding an Airtable Record with a Zapier “Search Formula” Nov 11, 2019

When building automation to support your Airtable databases, you’ll likely encounter the need to FIND A RECORD in Airtable. This is one of the action steps that Zapier makes available with the Airtable integration. Finding a record is commonly used in situations when you need to update a...

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Taking Notes in Airtable Oct 28, 2019

Most ‘out-of-the-box’ CRM solutions have the ability to take notes in relation to projects, opportunities, or clients. We can build this functionality in Airtable as well, but it’s an area where I see a lot of clients potentially ‘misusing’ the software. Does this...

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Building a Multi-step Approval Process Oct 21, 2019

Recently, one of our coaching clients asked about building a multi-step approval process inside of Airtable. While there are several ways that someone could go about building this, they all rely on the same two building blocks. In brief, you’ll want to include a table to track the ...

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Track Project Completion in Airtable Oct 14, 2019

Project management is a massive undertaking – one that I couldn’t possibly do justice in a brief 15 minute YouTube video. That being said, there are definitely some factors that must be included with any kind of task tracking software. Often, I’ll speak to people...

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An Advanced Look at the Page Designer Block Oct 09, 2019

I’ve been getting many requests on a deeper explanation of the Page Designer Block – so here it is!

The Page Designer Block is perfect for displaying the data in your base in a more visually appealing way. If you have reports that you need to see that summarize your underlying data,...

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Create a Simple Dashboard for Your Pipeline Oct 01, 2019

Recently, I shared how you can build an automated process to document your payments as you receive them for your company. Accounting software is great at doing this already, but the part that it usually misses is its inherent lack at tracking the possible business that you have in your...

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