Is the "Pro" plan in Airtable worth it? One of the best features that's available with this paid plan is the ability to install "Apps" in your Airtable databases. While the capabilities of all the various apps are too much to discuss in one tutorial, in this video I walk through how to navigate...
The rise of no code front end tools like Stacker allow you to build your own custom app for your business. In this video I show how you can create a CRM in Stacker. I start with one of their templates that is built for Google Sheets, show you how to import that template into Airtable, and then...
Which frontend platform is best for you? Softr.io or Stacker.app? In this video I break down the nuanced differences between the tools. I start by looking at three categories:
- Customization
- Functionality
- Price
While I think these three categories are very important to consider, the bigger...
Building automated processes from Zoom is slightly advanced, but can save you a TON of time and help streamline your job. Imagine if every Zoom recording you create automatically gets saved and shared with the meeting participants! In this video I walk through the very steps for building that...
Stacker is an outstanding resource for no-code user portals and their templates make it so easy to add a new app to your internal process. In this video, I walk through the steps of installing a new app that tracks approvals. In it, I walk through the data structure that is created in Google...
It's common to use one form to capture data that "lives" in multiple areas within your database. Most often, this is because one form is collecting data that belongs to more than one table within your data structure. For example, you may collect client information and then require a payment to...
Zapier has created three trigger options with Airtable. Every automation starts with a trigger, so you must first determine the right trigger for your situation. Your options are:
- New Record
- New Record in View
- New or Updated Record
But which trigger is best for your situation? Every...
Even today, offices still print forms and keep physical copies on file, but it's completely unnecessary in most cases. Learn how to move your exisiting form online with JotForm's "Import Form" capability. In this video, I take the IRS W9 form and convert it to an online form. Then, I add a...
Managing cashflow is a critical skill for any business - without it, you're sure to go bankrupt. In this video, I show you the steps I've taken to build a cashflow app in Airtable that runs entirely on automation. Every payment we receive is instantly added to our cashflow app and the expenses...
A database without a dashboard is only a partial solution, so in this post I'm showing the steps to building a Sales KPI Dashboard. KPI (or key performance indicators) are those metrics that you've chosen to focus on to help guide your business growth. In this example, I'm focusing on building...
Time can be a complicated concept in any software, and Airtable is no exception. There are some great features, including displaying time in the user's local timezone settings, but this can lead to confusion if it's not done intentionally. Also, GMT can be a confusing concept, especially in the...
Airtable makes a great CRM due to the flexibility that it provides. Since no two businesses are exactly the same, isn't it odd that we use static tools to track our customer data? For this reason, I think building your own CRM inside of Airtable is a worthwhile endeavor - it will force you to...
