Scheduling meetings is a vital part of many businesses, so it's no surprise that software like Calendly has become very popular in the online world. Calendly, a scheduling software, syncs with your personal calendar and allows others to schedule time with you if they have your personal link....
In this, the conclusion of my social media automation video series, I'm walking through using automation to create an image ready for social media.
Bannerbear is a fun new software that I discovered recently. The premise behind it is that you potentially waste time by creating an image based on...
Social media has become something that practically every business needs to leverage in order to stay competitive. When speaking with clients, it's very common for them to tell me that they reached out because of our YouTube channel. In our case, using video to help with Airtable demonstrations...
I often get asked questions about the Page Designer block in Airtable. If you need to build some reports, documents, or otherwise visualize the records in your database, you have likely explored this popular Airtable block.
But, as is true with all software, there are limitations to be...
Perhaps you already know this, but in a previous life I was a financial analyst. One of the bigger projects I worked on in those days was for this massive, billion dollar a year company when I helped put together their annual budget. While this post won't go into the same level of granular...
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...
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:
- Created by
- Last Modified by
- Button
It's uncommon that we see one new...
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,...
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...
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...
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...
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...
