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Automate a Simple Document from Airtable Data Dec 20, 2021

Document automation is possible from Airtable data, thanks to Documint. Although I've showcased complex document automation in previous videos, in this tutorial I walk through the basics of creating an automated document from Airtable. In this example, I design the document from scratch and...

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Automation Loops within Zapier Dec 13, 2021

Advanced automations often require some steps to be repeated a variable number of times. Previous options for this weren't great: we could either create paths for our automations and painstakingly create our possible iteration numbers (talk about time consuming) OR we could use some code to...

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Automate Document Generation without Zapier Dec 06, 2021

Airtable scripts are obviously powerful, but for most no-coders (like me) it can be a daunting task to try to put together a cohesive process. As a result, I typically default to using Zapier and Integromat in places where scripts would be a more sufficient solution.

But now, thanks to the...

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Improve your Workflow with the Interface Designer Nov 29, 2021

The Interface Designer is a new Airtable feature that allows us to present our data in crisp new ways. But, how does this help with the underlying goal of streamlining our workflows? As it turns out, it helps in a huge way!

In this tutorial, I walk through an interface that I built...

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Better Data Insight with Airtable's Interface Desinger Nov 22, 2021

For data nerds like me, staring at a spreadsheet with rows and columns is nothing short of an expected work environment. However, the new Interface Designer from Airtable makes the days of rows and columns obsolete. Now we can explore our data in a way that feels more natural and comprehensive...

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Creating a Sales Dashboard with Airtable Interface Designer Nov 15, 2021

The Interface Designer is a great feature for teams to visualize their data in Airtable. In this tutorial, I walk through how to set up a sales dashboard using transaction data. Starting with a template, I customize the elements in my dashboard to showcase high level metrics, along with filters...

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Build a Unique Interface directly in Airtable | Interface Designer Nov 09, 2021

A new feature from Airtable allows us to create unique interfaces directly in our Airtable account. With this, we can alter the data that our users see and improve the overall user experience by highlighting only the important things that users need to see at any point along our specific...

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Track your Cashflow | Personal finances in Airtable Nov 08, 2021

An important element of personal finances is managing your cashflow. This fancy finance term just looks at your money in and compares it to your money out in a given period of time. For most personal use cases, we would want to track our income streams (money we receive) and compare it...

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Know your Net Worth | Personal finances in Airtable Nov 01, 2021

Airtable doesn't have the same formulas as spreadsheet tools like Excel. For example, creating an amortization schedule is one of those things that's best suited for a spreadsheet and not a database. However, tracking your financial position against your payments is a perfect task...

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Kanban Block in Softr and other new features Oct 25, 2021

Softr continues to impress with newly minted features, including a Kanban Block! In this tutorial I walk through four new Softr features and show you exactly how to implement these new options:

  1. Edit capabilities for List Blocks
  2. Edit capabilities for Table Blocks
  3. New List Detail Block with...
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Meal Planning in Airtable Oct 18, 2021

Meal planning has never been easier, thanks to this Airtable template. In this training, I walk through the process of putting together the plan, how the database is structured, and lastly showcase an example of how to use the template.

Check out the template to streamline your own meal planning...

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Filtering Views in Airtable with new Condition Grouping Oct 11, 2021

A new feature release from Airtable is making it easier than ever for you to build complicated filters in your views. Prior to this feature, complicated filters required sublemental formulae consisting of (in many cases) robust logic. However, the new feature removes any need for a formulaic...

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