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...

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...

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...

Many of the clients we work with are looking for highly unique and customized solutions. This is always fun, because it gives my team and I the chance to stretch and grow our automation skillset. However, there are also those automated processes that seem to be required for many businesses that we work with. One such example is the need for automated document creation.

Several months ago, I...

A common limitation with Airtable is the lack of granularity in user permissions. Often, business owners tell me that they want to only share a table, or perhaps there’s a part of their base that they want to keep hidden from most of their employees. Unfortunately, there isn’t much you can do to customize what all your users see inside Airtable.

However, there is a simple...