Latest Articles

SendGrid Email Block Updates

We've discussed emailing from your Airtable databases at length in the past, but in this post I'm going into detail about two specific features, namely (1) using HTML from Airtable and also (2) leveraging Airtable views to send to segments of your list.

The SendGrid Block is among the more powerful blocks that Airtable has created. This block allows you to send email directly from your...

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Airtable's June 2020 Updates: Buttons, Created by, and Last Modified Fields

Another month in the books, and some fantastic new features from Airtable! In this post, I'll be detailing my three favorite new Airtable features with the June 2020 update. Specifically, I'll be detailing three new fields:

  1. Created by
  2. Last Modified by
  3. Button

It's uncommon that we see one new field type released, but to have three new fields all drop at once is really exciting! These fields...

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Automate your Intake Process

There's nothing more frustrating than investing time with a prospective client, only to then learn that they are not a good fit for your services. Maybe they don't have the necessary budget to hire you - maybe they aren't looking for the type of help you offer - there are many reasons someone might not be a good fit. Instead of having wasted both of your time, wouldn't it be better if you had...

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Automate Docs from Inside Airtable

Airtable's new partner blocks are an exciting development within the Airtable universe. Essentially, Airtable has started to allow third parties to build custom blocks that integrate with their products. Some of these are merely cosmetic, but others are really exciting and packed full of potential. One of the most promising blocks is the new block from Formstack.

Formstack (formerly Webmerge)...

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Airtable Updates: April 2020

Airtable updates have been coming out at an increased rate recently and it's arguable that the updates from April 2020 are the most impactful to date. This past update included four massive improvements, each so powerful as to demand an entire post of its own. However, in the interest of expediency, I want to touch on them all from a high level to showcase the incredible improvements that...

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Analyze Your Funnel with Airtable

In my previous life as a financial analyst, I was confused by the inefficient systems I was required to use. In one role, I received Excel files with tens of thousands of records from three different vendors. Each of those files was completely different, but I was expected to combine all of that data into one file and generate a report that senior leaders could then use to make...

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Airtable Permissions: Editor vs. Creator (and Personal Views)

Sharing access to a database comes with a bunch of options - but it can be hard to understand the best choice for every case. In this video, I walk through the massive differences between the Editor and Creator levels of permission inside of Airtable.

As a general rule, I tend to advise clients to only have one or two users per base at the Creator permission level. Creators basically have...

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Using Airtable to Assist the Elderly

The local Area Agency on Aging (AAA) is helping the elderly in our community to shelter in place during the COVID-19 pandemic by purchasing and delivering supplies to them. Employees of the AAA are driving around to purchase requested items at various stores, but they really needed a way to track the purchases that were being made. As a government funded program, the audit requirements...

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Creating a User Portal for Airtable

Airtable is so incredibly powerful, but like all software, it has some limitations. Possibly the largest of those limitations is being able to limit access for your users.

Yes, Airtable has provided us with four levels of permissions (Creator, Editor, Collaborator, Read-Only). So, when you share access to your database, of course you can select from these four permission levels to determine...

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Steps for Building a No Code App

These are uncertain times - that much is undeniable.

There are so many questions and fears that I continue to hear echoed on social media. For many of those questions, I don't have good solid answers - however, there are some questions that I have personally worked to solve for the past several years...

How do I transition my business to work remotely?

How can I work more...

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