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Send Texts without leaving Airtable

If you're considering adopting more text messaging with your clients, you're not alone. Customer communication has moved beyond emails recently as more businesses embrace text messaging. Businesses that have made this shift see an increase in message opens and a higher level of responses from customers - both outstanding benefits. But how exactly do you make the switch from email to...

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How to Create Automated Images for Social Media

Images are a vital part of every social media post. Social media algorithms reward posts with high engagement, and including images with your posts is a key to ensuring that you get the online attention you deserve.

That said, a lot of social media images are derived from a template. For example, every thumbnail I create for YouTube comes from a template. Sure, there are changes for each image...

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How to Trigger Airtable Automations on a Specific Schedule

Every automation starts with a trigger - the set of conditions that must be met in order to "turn on" your automation. However, sometimes you need your automation to occur on a specific date or time. For example, perhaps you want to run a report on Fridays at 6pm, or maybe you want to send an email every Wednesday at noon. This type of trigger is often referred to as a "Scheduler," but setting...

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Airtable Template for Christmas Cards

Airtable is a fantastic tool for managing processes in your business and life. One thing that I track in it every year is sending holiday cards. It's arguably an older tradition, but I love taking time every year to sit with my family and recap the great things that occurred. We then compile this in our holiday newsletter that gets printed off at FedEx.

The part that we manage with Airtable is...

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How to Track Time and Labor in Airtable

Working with contractors can get complicated, especially when you ask them to submit their hours and timesheets. Not only that, but you also need to manage multiple rates over time, especially if you want to properly promote the best of your talent pool.

If tasked to build this in Airtable, our first inclination will often be to directly link a table of Rates to a table of Contractors -...

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How to Use Webhooks with Airtable

In many cases, automation is fairly straightforward to build. Simply connect your software, choose your trigger and actions from a list, and away you go! However, sometimes the specific thing you're trying to automate doesn't already have a trigger established. There are an unlimited number of possibilities here, but let's use the example of pushing a button in Airtable. At present, there...

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How to Track Digital Goals in Airtable

With the dawn of a new year, comes new goals and planning. If you're ready to shift to tracking your goals digitally, look no further than this Airtable tutorial.

In this video I showcase this template to track OKRs inside of Airtable. OKRs, or Objectives and Key Results are a popular way to track goals and the different levers that will drive the desired...

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How to Capture Payment Info in Airtable with Automation

Getting your cashflow organized is a vital step for running a successful company. Quite often, businesses have money coming in from multiple places and they lack the ability to get a clear picture to the health of the overall business. Thankfully, Airtable is a great solution for consolidating all this information.

This particular video walks through the steps to building an automation with a...

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How to Extract Text with the MID Formula in Airtable

Within an Airtable database, it's common to need to extract or "pull" text from a long string. There are many reasons you may want this, ranging from social media posts to contract creation. Luckily, the methodology for extracting the desired text is always the same: reference the string, find out where to start, and find a length of characters to extract.

Now sometimes, your starting position...

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Why You Still Need Form Software with Airtable

Airtable Forms are a great way to quickly give external users access to enter data directly into your database. In general, Airtable has built an exceptional form feature to their software. Airtable forms are capable of many things, including:

  • prefilling form data
  • conditional fields
  • embedding on a webpage

That said, there are still some things that Airtable forms can't do. In these advanced...

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