Latest Articles

How to Filter Softr Data by User Email

It has long since been possible to add views to your Airtable base. These views can be uniquely crafted and shared with external parties to give them a chance to view their data. These features work very well, but they come with some downsides - namely:

  1. Each view must be created manually
  2. Many views can add clutter
  3. Views aren't as customizable as a webpage

In the case where Airtable users may...

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How to Create a Membership App using Softr

In this post, I'm delving into more detail about Softr - specifically, I'll be showing you how I created a membership app (from scratch) in less than 30 minutes.

The first thing to explore in Softr is the left panel. This allows you to access your app's Pages, Blocks, Data, and Settings. I go into each of these categories in this week's video, but let's focus on the Pages and Blocks for...

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Meet the New Interface for Airtable - Softr.io

Airtable is clearly a very powerful tool and it thrives in this no-code space where complex data-structures require unique solutions. The flexibility of the software is undeniable and the CEO of Airtable, Howie Liu, has compared it to a box of Legos on multiple occasions. However, the front-end of Airtable isn't quite as flexible. Over the years, we've experienced numerous use-cases where...

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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 Create Automated Images for Social Media

Images are a vital part of every social media post. Social media algorithms reward posts with high engagement, and including images with your posts is a key to ensuring that you get the online attention you deserve.

That said, a lot of social media images are derived from a template. For example, every thumbnail I create for YouTube comes from a template. Sure, there are changes for each image...

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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 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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Automating Social Media Creation (Part 2 of 2)

In this, the conclusion of my social media automation video series, I'm walking through using automation to create an image ready for social media.

Bannerbear is a fun new software that I discovered recently. The premise behind it is that you potentially waste time by creating an image based on a template. For example, I have YouTube thumbnails for the videos that I upload to YouTube. They are...

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How to Prefill a Hidden Form Field

One of the most common questions we get in our coaching program has to do with an advanced prefilled form feature. This is most often requested by businesses who want to send prefilled forms to their clients, but they want to be able to HIDE some of the prefilled data. For example, let's suppose that you want to send a prefilled form to your clients and ask them for feedback. When...

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How to Automate your Invoicing from Airtable

This morning, I was speaking to a prospective client - let's call him David. David had some questions about how Airtable could improve his business. We spoke about potential automation and process improvements for his business. Soon, the discussion turned to accounting - specifically Quickbooks Online. I was sad to hear that often David would set his clients up on payment plans, but without...

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