Blog Posts
How to Build an Email Funnel with Airtable
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I struggle with business email in a big way – the main issues I have are as follows:
- I hate having multiple ‘systems’ in my business – why can’t everything happen from one place?
- Along those same lines, with a new system comes new procedures and practices…...
Automating with Multiple Data Sets
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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...
Create a Custom Document and Submit for Signature
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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...