Latest Articles

How to Update Airtable with a Form

There are many reasons why you would want to update Airtable data through a form. Most popular of these is the fact that it can be difficult to limit data access for the users in your Airtable database. However, if you could create a "read-only" view for them, and allow them to push a button to update data in that view, all your problems would be solved! With this approach, you can (1)...

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How to Track Stocks in Airtable

Last week, history was made on Wall Street when a group of self-proclaimed degenerates banded together and sent GameStop's stock soaring. Regardless of your opinion and position, it's undeniable that this event has rippled through the financial world and inspired thousands, if not millions, of new investors. The effects of this will be written about in finance text books for decades to...

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Airtable Automations - New Features

Last week, Airtable quietly shipped some new features for Airtable Automations, including one new trigger and one new action step! These new additions will allow you to build more complex automations and are available on both the paid and free plans!

New Trigger: At a Scheduled Time

This new trigger allows you to schedule your automations for specific dates and times. Although we have...

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Using Automations to Create New Tasks

A very popular question I get regarding task management in Airtable is about creating new tasks that automatically get assigned to team members, based on a template. While there are a number of ways to do this (including a more advanced approach using an Airtable Script), I prefer to build automations directly inside of Airtable. The steps are straightforward, and editing the automation in the...

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Advanced Automation Retrigger

Full Disclosure: this is a more advanced concept than I wouldn't normally address in my videos. If you are still getting comfortable with the software, you may opt to bookmark this post and come back to it later. There are a lot of moving parts here...

The problem is simple enough: Airtable Automations allow us to retrigger multiple times off the same record, but Zapier automations do not ...

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Template for Tracking Fitness Goals

If you're looking to take greater control of your fitness, tracking your data is a critical step to achieve success. In business it is often said that what isn't measured isn't improved - this concept applies to personal life as well! If you want to shed pounds or increase muscle, you'll want to track your progress to stay motivated and keep your goal in front of you.

An easy...

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Send Texts without leaving Airtable

If you're considering adopting more text messaging with your clients, you're not alone. Customer communication has moved beyond emails recently as more businesses embrace text messaging. Businesses that have made this shift see an increase in message opens and a higher level of responses from customers - both outstanding benefits. But how exactly do you make the switch from email to...

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How to Trigger Airtable Automations on a Specific Schedule

Every automation starts with a trigger - the set of conditions that must be met in order to "turn on" your automation. However, sometimes you need your automation to occur on a specific date or time. For example, perhaps you want to run a report on Fridays at 6pm, or maybe you want to send an email every Wednesday at noon. This type of trigger is often referred to as a "Scheduler," but setting...

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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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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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