Latest Articles

Using Zapier Paths in an Automation

Last week, I showed the power of using Conditional Form Logic - the end result is a form that adjusts as it is answered. Different questions become available based on inputs as they are received. As you might imagine, building automation for this type of form is more advanced, giving us the perfect excuse to explore Zapier's Paths.

Before we get too far, I would be remiss not to mention...

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Using a Conditional Form with Airtable (Part 1)

There are two common ways to get data into a database. You can either:

  1. Import a dataset in bulk
  2. Bring in data one with each new record submitted

For the most part, I recommend the first option, bulk imports, only when first setting up a database. Ideally, once the base is established, it makes the most sense to bring new records in automatically (saving you the need to import data...

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Organize Revenue with Automation and Airtable

Revenue. One of the most exciting words to business owners. It’s the fuel in our engines of change and the catalyst for a better life. Without revenue, every business would be little more than a shell of ideas and good intentions.

Why then do so many businesses neglect to pay attention to their revenue? Putting it simply, failing to track revenue is like sailing a ship without a compass....

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Share Access to Limited Data – Introducing Airportal

A massive complaint that I hear from Airtable users is that they can’t grant partial access to their data. For example, imagine this case:

  1. A company has consultations with clients that are recorded
  2. Consultations are then shared with clients
  3. Clients want to see when they have another consultation, check previous versions, schedule new appointments, etc.

This is a pretty common style of...

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How to Build an Email Funnel with Airtable

I struggle with business email in a big way – the main issues I have are as follows:

  1. I hate having multiple ‘systems’ in my business – why can’t everything happen from one place?
  2. Along those same lines, with a new system comes new procedures and practices… no thanks!
  3. The decision fatigue is real – there are so many Email Service Providers (ESPs) to...
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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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