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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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