Latest Articles

Understanding Airtable Formula Syntax

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 understanding the syntax of Airtable formulas... let's jump in!

The first tip is that a formula in Airtable...

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How to Import Data in Airtable

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 need to get accurate date/time stamps of the creation of your data. Already available to you,...

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Exploring the Gantt Chart in Airtable

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 most blocks, you must first tell Airtable in which table and view your underlying...

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Finding an Airtable Record with a Zapier “Search Formula”

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 record (you have to locate it before you can update it) or when you need to link one record to another...

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Taking Notes in Airtable

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 apply to you?

At first glance, the ‘Long Text’ field type seems like the perfect fit for...

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Building a Multi-step Approval Process

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 Process and then connect that to the Approvals. Once you’ve linked these two tables,...

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Track Project Completion in Airtable

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 using Trello or Asana, and they’ll explain to me how they need information to travel between their...

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An Advanced Look at the Page Designer Block

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, this may be a good solution for you.

As I’ve said many times before, the Page Designer Block...

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Create a Simple Dashboard for Your Pipeline

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 pipeline.

Quickbooks, Xero, and Wave (among others) are awesome tools at organizing your financial...

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A Quick (Must Have) for Every CRM

This recurring thing has been happening to me lately and it’s driving me mad. On multiple occasions in the past several months, businesses have taken time and money to market to me. Then, when I’m ready to buy, I hear nothing but crickets from them! Most recently, this occurred when an arborist came to my door to introduce himself and offer his services. I was happy to take his...

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