Latest Articles

How to Use Webhooks with Airtable

In many cases, automation is fairly straightforward to build. Simply connect your software, choose your trigger and actions from a list, and away you go! However, sometimes the specific thing you're trying to automate doesn't already have a trigger established. There are an unlimited number of possibilities here, but let's use the example of pushing a button in Airtable. At present, there...

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Automation for Updating Dependent Task Dates

A chain of events is a difficult thing to plan out when (as in most cases) things are subject to change. For this reason, I rarely attempted to build solutions with this level of granularity in Airtable. Specifically, TASKS usually rely on a dependency to be completed before they can begin. Like a row of dominoes, if one task gets removed or changed, the whole chain will suffer...

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Using IF and SWITCH Formulas

Using formulas is a critical element of building a solid database, but they can be intimidating, especially if you're not accustomed to writing formulas in Excel or similar tools.

One of the most commonly used formulas is the IF formula. This formula checks a logical value that you've assigned. If the logical value is 'true' then the formula spits out one output - if it's 'not true' then a...

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Build Automation Using Table Sync

Airtable Sync allows you to now connect information across multiple databases - finally! However, the sync does come with a limitation, specifically that syncing requires data to be updated in the 'source.' This means that, while you can see the data in synced table, the underlying data can't be edited without going to the source base. As you might imagine, this limitation makes...

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How to Create a Script in Airtable (without knowing code)

Confession time: For as much as I love Airtable, one of the biggest things that initially drew me to the software is that it was a "no-code" platform. This fit into my skillset nicely. I understood databases and automation, but code always felt just a bit out of reach for me. So naturally, I took to Airtable immediately. But slowly and over time, Airtable has been introducing bits of code into...

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Creating a Weekly Summary of Events

Someone in the forums recently asked about creating a weekly summary of events to be submitted in an automated email. If grabbing bulk data was possible within Zapier or Airtable automation, this would be a fairly easy thing to automate. However, bulk data isn't natively available to these platforms... so then how can we build an automated process?

The secret lies in linking these records to...

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Capture Historical Data Snapshots in Airtable

The most powerful feature of Airtable is that it is a relational database. However, this very capability can often prove troublesome. More specifically, a relational database is outstanding at presenting the current state of things. However, it's not always the best fit for demonstrating historical data.

For example, imagine you have an inventory tracking database built in Airtable. As new...

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New Feature: Exploring Airtable Automations

For the past three years, I've been building my automated Airtable processes using Zapier. If you're unfamiliar with it, Zapier is a powerful tool that connects software on the internet using "If this, than that" logic. It allows you to set up processes that are governed by a set of rules. For example, if 'x' happens, then do 'y' and 'z.'

A lot of our work here at GAP Consulting relies heavily...

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How to Automate a Booking System | Part 2 of 3

In last week's tutorial, I outlined the database structure that would support an hourly consulting agency. We mapped the steps to creating the Team, linking that with Consultations and Clients. We also outlined the steps to adding a table of Invoices so that our team members can get accurately paid for their efforts.

But of course, the proper database structure is only the first part of this...

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How to Build a Booking System | Part 1 of 3

Scheduling meetings is a vital part of many businesses, so it's no surprise that software like Calendly has become very popular in the online world. Calendly, a scheduling software, syncs with your personal calendar and allows others to schedule time with you if they have your personal link. Many people use a free version of Calendly and enjoy the benefits of eliminating those pesky...

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