Managing cashflow is a critical skill for any business - without it, you're sure to go bankrupt. In this video, I show you the steps I've taken to build a cashflow app in Airtable that runs entirely on automation. Every payment we receive is instantly added to our cashflow app and the expenses...
A database without a dashboard is only a partial solution, so in this post I'm showing the steps to building a Sales KPI Dashboard. KPI (or key performance indicators) are those metrics that you've chosen to focus on to help guide your business growth. In this example, I'm focusing on building...
Time can be a complicated concept in any software, and Airtable is no exception. There are some great features, including displaying time in the user's local timezone settings, but this can lead to confusion if it's not done intentionally. Also, GMT can be a confusing concept, especially in the...
Airtable makes a great CRM due to the flexibility that it provides. Since no two businesses are exactly the same, isn't it odd that we use static tools to track our customer data? For this reason, I think building your own CRM inside of Airtable is a worthwhile endeavor - it will force you to...
A lesser discussed Airtable feature is their ability to sync to one or more calendars. Currently, this feature is available only for Google Calendar users, although more options may become available in time.
This sync is very similar to the Airtable Sync feature that connects to another Airtable...
Airtable's pricing structure can be a bit unusual at first glance, so in this video I break down how the paid plans in Airtable work. The first thing to address is the key concept that pricing plans are specific to each workspace, so it's possible to have many workspaces that are each on their...
As someone who leverages the power of YouTube, I know firsthand how content marketing can help grow a company. But producing content has a LOT of moving pieces and it can be difficult for a team to stay connected and on task. Fortunately, Airtable has features that make it an excellent option...
Although Airtable looks and feels like a spreadsheet, there are some fundamental differences in how the software works. Without adjusting your thinking from spreadsheet mode to database mode, you probably won't tap the full potential of Airtable. In this video, I walk through my top three tips...
I often get questions about how to properly structure tables inside a database. Sometimes these questions are incredibly complicated and require some very difficult architecture, but thankfully that's not the typical case! The vast majority of the time, when questions come up about...
One of the most popular use cases for Airtable is to build a CRM to run your business. Practically all CRMs have a table that stores CONTACT data - names, emails, phone numbers... most business requires transactions between humans (I give you this, you give me that). However, your Airtable CRM...
Project Management in Airtable just got a huge upgrade with the new Gantt View. Airtable recently created this new view type to allow users to visualize their data on a timeline, improving the way we track projects, tasks, and due dates.
The Gantt View maps your data across a timeline, using...
Airtable's mobile app is certainly not as robust as the desktop version. That said, there are many times that you may be on the go and need to enter data into your database. What's the quickest way to get that data where it needs to be?
For example, I have an Airtable base that tracks my weight....
