Latest Articles

Track Project Completion in Airtable

Project management is a massive undertaking – one that I couldn’t possibly do justice in a brief 15 minute YouTube video. That being said, there are definitely some factors that must be included with any kind of task tracking software. Often, I’ll speak to people using Trello or Asana, and they’ll explain to me how they need information to travel between their...

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Create a Simple Dashboard for Your Pipeline

Recently, I shared how you can build an automated process to document your payments as you receive them for your company. Accounting software is great at doing this already, but the part that it usually misses is its inherent lack at tracking the possible business that you have in your pipeline.

Quickbooks, Xero, and Wave (among others) are awesome tools at organizing your financial...

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A Quick (Must Have) for Every CRM

This recurring thing has been happening to me lately and it’s driving me mad. On multiple occasions in the past several months, businesses have taken time and money to market to me. Then, when I’m ready to buy, I hear nothing but crickets from them! Most recently, this occurred when an arborist came to my door to introduce himself and offer his services. I was happy to take his...

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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 can take vacation, quit, get promoted, etc. more seamlessly, allowing others to step in and fulfill...

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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 we work with. One such example is the need for automated document creation.

Several months ago, I...

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