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Coda Project Part 2: Using Buttons in Coda Feb 03, 2020

When we left off with our Coda project (Part 1 here), we needed to add functionality to buttons inside our doc. To set the stage here, this specific part of our process is to determine an outcome from a consultation. Ideally, if a consultation goes well and the prospective client can use...

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Blocks: Web Clipper Jan 27, 2020

One of the newer Airtable Blocks makes data scraping from the internet pretty easy. In fact, with a few mouse clicks, it allows you to add an extension to your Chrome Browser that will plug website data directly into your Airtable database. I'm talking, of course, about the Web Clipper Block.

...

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Coda Project Part 1: Bringing Data into Coda Jan 20, 2020

For the past couple of years, GAP Consulting has managed all of our ongoing leads, projects, payments, etc. (basically our entire business) from an Airtable database. I hope this comes as no surprise, seeing as this is exactly how we help our clients. As I mentioned in an email from a...

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Everything You Need to Know about Airtable Forms Jan 13, 2020

By default, Airtable is a relational database software. That's an important place to start, given that this post will be going into detail on Airtable Forms. Let's temper our excitement from the start - Airtable's purpose was never to create the most robust "form software" for the modern...

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Getting Started with Coda Jan 06, 2020

Confession time...

For several months, our development team has been developing in a system other than Airtable **gasp**!

This might come as a shock, since we've built a name for our firm as Airtable Experts. But, as is true with all software - sometimes you need additional functionality. As I...

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Using Zapier Paths in an Automation Dec 16, 2019

Last week, I showed the power of using Conditional Form Logic - the end result is a form that adjusts as it is answered. Different questions become available based on inputs as they are received. As you might imagine, building automation for this type of form is more advanced, giving us the...

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Using a Conditional Form with Airtable (Part 1) Dec 09, 2019

There are two common ways to get data into a database. You can either:

  1. Import a dataset in bulk
  2. Bring in data one with each new record submitted

For the most part, I recommend the first option, bulk imports, only when first setting up a database. Ideally, once the base is...

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Understanding Airtable Formula Syntax Dec 02, 2019

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...

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How to Import Data in Airtable Nov 25, 2019

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...

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Exploring the Gantt Chart in Airtable Nov 18, 2019

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...

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Finding an Airtable Record with a Zapier “Search Formula” Nov 11, 2019

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...

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Taking Notes in Airtable Oct 28, 2019

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...

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