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How to Capture Payment Info in Airtable with Automation Nov 02, 2020

Getting your cashflow organized is a vital step for running a successful company. Quite often, businesses have money coming in from multiple places and they lack the ability to get a clear picture to the health of the overall business. Thankfully, Airtable is a great solution for consolidating...

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How to Extract Text with the MID Formula in Airtable Oct 30, 2020

Within an Airtable database, it's common to need to extract or "pull" text from a long string. There are many reasons you may want this, ranging from social media posts to contract creation. Luckily, the methodology for extracting the desired text is always the same: reference the string, find...

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Why You Still Need Form Software with Airtable Oct 26, 2020

Airtable Forms are a great way to quickly give external users access to enter data directly into your database. In general, Airtable has built an exceptional form feature to their software. Airtable forms are capable of many things, including:

  • prefilling form data
  • conditional fields
  • embedding...
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Automation for Updating Dependent Task Dates Oct 19, 2020

A chain of events is a difficult thing to plan out when (as in most cases) things are subject to change. For this reason, I rarely attempted to build solutions with this level of granularity in Airtable. Specifically, TASKS usually rely on a dependency to be completed before they...

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Using AND OR Formulas in Airtable Oct 16, 2020

Logic Formulas are an important formula type to understand. The output of these formulas, while not very helpful in a vacuum, is often used in tandem with many other formulas. Therefore, building solid logic formulas is a vital skillset for all Airtable users.

This video showcases the two most...

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Top Keyboard Shortcuts for Airtable Oct 12, 2020

Have you ever watched someone work inside a software and their fingers moved so quickly you couldn't even keep up with them? I was one of those users in Excel - in my previous life I used Excel for about 90% of my work and I was fast! Getting fast in a software isn't done by accident -...

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Using IF and SWITCH Formulas Oct 08, 2020

Using formulas is a critical element of building a solid database, but they can be intimidating, especially if you're not accustomed to writing formulas in Excel or similar tools.

One of the most commonly used formulas is the IF formula. This formula checks a logical value that you've assigned....

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Build Automation Using Table Sync Oct 05, 2020

Airtable Sync allows you to now connect information across multiple databases - finally! However, the sync does come with a limitation, specifically that syncing requires data to be updated in the 'source.' This means that, while you can see the data in synced table, the underlying data...

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How to Create a Script in Airtable (without knowing code) Oct 01, 2020

Confession time: For as much as I love Airtable, one of the biggest things that initially drew me to the software is that it was a "no-code" platform. This fit into my skillset nicely. I understood databases and automation, but code always felt just a bit out of reach for me. So naturally, I...

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How to Map a Subscription Business Sep 28, 2020

One of the most difficult parts of building a relational database is in establishing the ideal database architecture. To get the intended result, it's best to start with a mapping process to help you visualize the flow of data.

This video outlines the first steps of architecture for a...

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Creating a Weekly Summary of Events Sep 24, 2020

Someone in the forums recently asked about creating a weekly summary of events to be submitted in an automated email. If grabbing bulk data was possible within Zapier or Airtable automation, this would be a fairly easy thing to automate. However, bulk data isn't natively available to these...

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Organizing Job Applications and Review Sep 21, 2020

Building a workflow in Airtable is an important part of creating scalable processes. One workflow that almost all growing businesses have is the need to receive and review job applications. In this video, I break down how you can create an application process using Airtable and also how to...

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