Latest Articles

SendGrid Email Block Updates

We've discussed emailing from your Airtable databases at length in the past, but in this post I'm going into detail about two specific features, namely (1) using HTML from Airtable and also (2) leveraging Airtable views to send to segments of your list.

The SendGrid Block is among the more powerful blocks that Airtable has created. This block allows you to send email directly from your...

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Airtable's June 2020 Updates: Buttons, Created by, and Last Modified Fields

Another month in the books, and some fantastic new features from Airtable! In this post, I'll be detailing my three favorite new Airtable features with the June 2020 update. Specifically, I'll be detailing three new fields:

  1. Created by
  2. Last Modified by
  3. Button

It's uncommon that we see one new field type released, but to have three new fields all drop at once is really exciting! These fields...

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How to Prefill a Hidden Form Field

One of the most common questions we get in our coaching program has to do with an advanced prefilled form feature. This is most often requested by businesses who want to send prefilled forms to their clients, but they want to be able to HIDE some of the prefilled data. For example, let's suppose that you want to send a prefilled form to your clients and ask them for feedback. When...

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How to Import Data into Airtable without Duplications

Recently, I've received several questions about importing data into your Airtable database. Before I just jump right in and start discussing the how - let me first address some definitions and scope questions.

Firstly, when I think about IMPORTING data, I instantly imagine that we are discussing a bulk data transfer. If you have questions about bringing individual records into a...

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How to Automate your Invoicing from Airtable

This morning, I was speaking to a prospective client - let's call him David. David had some questions about how Airtable could improve his business. We spoke about potential automation and process improvements for his business. Soon, the discussion turned to accounting - specifically Quickbooks Online. I was sad to hear that often David would set his clients up on payment plans, but without...

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Why you Need a Custom UI for Airtable

One of the biggest limitations to Airtable is that the software is unable to link from one base to another. This is something that I've heard many clients complain about, but I think that this 'issue' is really rooted in a different problem. Ideally, all of our data would live in one single database (all interconnected). With everything in one database, we don't have to concern ourselves with...

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Automate your Intake Process

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...

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Automate Docs from Inside Airtable

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)...

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Automate Email with Attachments

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...

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Airtable Updates: April 2020

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...

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