In my previous life as a financial analyst, I was confused by the inefficient systems I was required to use. In one role, I received Excel files with tens of thousands of records from three different vendors. Each of those files was completely different, but I was expected to combine all of that data into one file and generate a report that senior leaders could then use to make...

Sharing access to a database comes with a bunch of options - but it can be hard to understand the best choice for every case. In this video, I walk through the massive differences between the Editor and Creator levels of permission inside of Airtable.

As a general rule, I tend to advise clients to only have one or two users per base at the Creator permission level. Creators basically have...

The local Area Agency on Aging (AAA) is helping the elderly in our community to shelter in place during the COVID-19 pandemic by purchasing and delivering supplies to them. Employees of the AAA are driving around to purchase requested items at various stores, but they really needed a way to track the purchases that were being made. As a government funded program, the audit requirements...

Airtable is so incredibly powerful, but like all software, it has some limitations. Possibly the largest of those limitations is being able to limit access for your users.

Yes, Airtable has provided us with four levels of permissions (Creator, Editor, Collaborator, Read-Only). So, when you share access to your database, of course you can select from these four permission levels to determine...

These are uncertain times - that much is undeniable.

There are so many questions and fears that I continue to hear echoed on social media. For many of those questions, I don't have good solid answers - however, there are some questions that I have personally worked to solve for the past several years...

How do I transition my business to work remotely?

How can I work more...

Tracking inventory is a vital part of so many businesses. Inventory is a tricky thing to manage - having too much is an inefficient use of capital, and having too little produces delays and lost opportunities. So how do you get that sweet spot and know how much inventory to keep on hand? How do you know when it's time to reorder?

Sure there are tons of expensive inventory solutions out...

An approval process is an important check and balance for any business. As your team grows and you add layers of complexity to an operation, you'll want to empower your leadership with a clean and simple way to manage. For this, you can leverage the power of Airtable and Zapier to organize and automate the necessary steps.

In this tutorial, I walk through an enhanced approval process...

The thing that I love the most about Airtable is how powerful it is without using a line of code. Personally, I'm the kind of person who, after graduating college with a degree in Applied Mathematics, felt like I made a mistake for not earning a degree in Computer Science. In fact, I remember talking with my friends about this very thing at the time - I was worried that my math...

Carpools are always so tough to organize, especially for working parents! Our eldest daughter has practice at least two days per week and performances every weekend. It's no small feat to make sure that she (and the rest of her team) all show up to all these events on time. Half the time, it feels like last minute texts get sent between the parents and we make last minute decisions to get the...

Project Management is something many of us struggle with in some shape or form. Given the focus on efficiency, we want to make sure that we are getting the most out of our 'work-time' and this means finding ways to do things faster and with greater accuracy. This becomes even more true when your managing a team and trying to keep all the other moving pieces humming along.

Blocks come in very...