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Getting Started with Coda

Confession time...

For several months, our development team has been developing in a system other than Airtable **gasp**!

This might come as a shock, since we've built a name for our firm as Airtable Experts. But, as is true with all software - sometimes you need additional functionality. As I...

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Using Zapier Paths in an Automation

Last week, I showed the power of using Conditional Form Logic - the end result is a form that adjusts as it is answered. Different questions become available based on inputs as they are received. As you might imagine, building automation for this type of form is more advanced, giving us the...

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How to Build an Email Funnel with Airtable

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…...
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How to Document Processes in Your Business with Airtable and Loom

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...

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Create a Custom Document and Submit for Signature

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...

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