Latest Articles

Airtable Updates: April 2020

Airtable updates have been coming out at an increased rate recently and it's arguable that the updates from April 2020 are the most impactful to date. This past update included four massive improvements, each so powerful as to demand an entire post of its own. However, in the interest of expediency, I want to touch on them all from a high level to showcase the incredible improvements that...

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Analyze Your Funnel with Airtable

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...

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Airtable Permissions: Editor vs. Creator (and Personal Views)

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...

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Using Airtable to Assist the Elderly

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...

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Creating a User Portal for Airtable

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...

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Steps for Building a No Code App

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...

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Track Inventory and Reordering with Airtable

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...

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How to Automate an Approval Process in Airtable

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...

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Build Internal Automation with the Scripting Block

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...

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How to Organize Carpooling Using Airtable

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...

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