Latest Articles

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 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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Using AND OR Formulas in Airtable

Logic Formulas are an important formula type to understand. The output of these formulas, while not very helpful in a vacuum, is often used in tandem with many other formulas. Therefore, building solid logic formulas is a vital skillset for all Airtable users.

This video showcases the two most popular logic formulas: AND and OR formulas. These formulas work in very similar ways, both of them...

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Top Keyboard Shortcuts for Airtable

Have you ever watched someone work inside a software and their fingers moved so quickly you couldn't even keep up with them? I was one of those users in Excel - in my previous life I used Excel for about 90% of my work and I was fast! Getting fast in a software isn't done by accident - there are deliberate steps you can take to improve your speed. To get faster, your primary...

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How to Map a Subscription Business

One of the most difficult parts of building a relational database is in establishing the ideal database architecture. To get the intended result, it's best to start with a mapping process to help you visualize the flow of data.

This video outlines the first steps of architecture for a subscription business. I start with a mapping tool (Whimsical) to build my mind-map. From there, I transition...

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Organizing Job Applications and Review

Building a workflow in Airtable is an important part of creating scalable processes. One workflow that almost all growing businesses have is the need to receive and review job applications. In this video, I break down how you can create an application process using Airtable and also how to automate the creation of managerial review.

Of course, review is a semi-manual process. There will always...

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Using Airtable Sync

The future is looking very bright for Airtable. Not only did they receive another round of investment at $185M this week, they also released some incredible new features. The most anticipated of these is arguably what they have dubbed Airtable Sync. This new tool gives us the ability to connect data across our Airtable bases (databases)!

If you find yourself creating the same tables in...

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