Latest Articles

Building a Multi-step Approval Process

Recently, one of our coaching clients asked about building a multi-step approval process inside of Airtable. While there are several ways that someone could go about building this, they all rely on the same two building blocks. In brief, you’ll want to include a table to track the Process and then connect that to the Approvals. Once you’ve linked these two tables,...

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Track Project Completion in Airtable

Project management is a massive undertaking – one that I couldn’t possibly do justice in a brief 15 minute YouTube video. That being said, there are definitely some factors that must be included with any kind of task tracking software. Often, I’ll speak to people using Trello or Asana, and they’ll explain to me how they need information to travel between their...

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An Advanced Look at the Page Designer Block

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, this may be a good solution for you.

As I’ve said many times before, the Page Designer Block...

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Create a Simple Dashboard for Your Pipeline

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 pipeline.

Quickbooks, Xero, and Wave (among others) are awesome tools at organizing your financial...

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A Quick (Must Have) for Every CRM

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 an arborist came to my door to introduce himself and offer his services. I was happy to take his...

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Organize Revenue with Automation and Airtable

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 their revenue? Putting it simply, failing to track revenue is like sailing a ship without a compass....

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Share Access to Limited Data – Introducing Airportal

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 consultation, check previous versions, schedule new appointments, etc.

This is a pretty common style of...

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How to Build an Email Funnel with Airtable

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… no thanks!
  3. The decision fatigue is real – there are so many Email Service Providers (ESPs) to...
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How to Document Processes in Your Business with Airtable and Loom

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 can take vacation, quit, get promoted, etc. more seamlessly, allowing others to step in and fulfill...

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Automating with Multiple Data Sets

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 time to address. Specifically: building an automation between multiple tables.

Imagine this...

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