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An Advanced Look at the Page Designer Block Oct 09, 2019

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,...

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Create a Simple Dashboard for Your Pipeline Oct 01, 2019

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...

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A Quick (Must Have) for Every CRM Sep 24, 2019

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...

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Organize Revenue with Automation and Airtable Sep 17, 2019

Revenue. One of the most exciting words to business owners. It’s the fuel in our engines of change and the catalyst for a better life. Without revenue, every business would be little more than a shell of ideas and good intentions.

Why then do so many businesses neglect to pay attention to...

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Share Access to Limited Data – Introducing Airportal Sep 10, 2019

A massive complaint that I hear from Airtable users is that they can’t grant partial access to their data. For example, imagine this case:

  1. A company has consultations with clients that are recorded
  2. Consultations are then shared with clients
  3. Clients want to see when they have another...
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How to Build an Email Funnel with Airtable Sep 02, 2019

I struggle with business email in a big way – the main issues I have are as follows:

  1. I hate having multiple ‘systems’ in my business – why can’t everything happen from one place?
  2. Along those same lines, with a new system comes new procedures and practices…...
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How to Document Processes in Your Business with Airtable and Loom Aug 26, 2019

At my last corporate job, one of my quarterly goals was to document the function of my role. Of course, this is a common request from employers… all organizations need the processes and procedures to be clearly mapped out. Requiring this allows for a more efficient organization; people...

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Automating with Multiple Data Sets Aug 19, 2019

My recent posts have covered a variety of use cases for automation. However, in all the commotion of “create documents in the cloud” or “automatically create folders for projects,” I realize there’s a complicated (and critical) step that we’ve never taken the...

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Create a Custom Document and Submit for Signature Aug 12, 2019

Many of the clients we work with are looking for highly unique and customized solutions. This is always fun, because it gives my team and I the chance to stretch and grow our automation skillset. However, there are also those automated processes that seem to be required for many businesses that...

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How to Create a Custom UI in Airtable Apr 15, 2019

A common limitation with Airtable is the lack of granularity in user permissions. Often, business owners tell me that they want to only share a table, or perhaps there’s a part of their base that they want to keep hidden from most of their employees. Unfortunately, there isn’t much...

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