Latest Articles

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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Why you Need a Custom UI for Airtable

One of the biggest limitations to Airtable is that the software is unable to link from one base to another. This is something that I've heard many clients complain about, but I think that this 'issue' is really rooted in a different problem. Ideally, all of our data would live in one single database (all interconnected). With everything in one database, we don't have to concern ourselves with...

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Automate Docs from Inside Airtable

Airtable's new partner blocks are an exciting development within the Airtable universe. Essentially, Airtable has started to allow third parties to build custom blocks that integrate with their products. Some of these are merely cosmetic, but others are really exciting and packed full of potential. One of the most promising blocks is the new block from Formstack.

Formstack (formerly Webmerge)...

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Creating a User Portal for Airtable

Airtable is so incredibly powerful, but like all software, it has some limitations. Possibly the largest of those limitations is being able to limit access for your users.

Yes, Airtable has provided us with four levels of permissions (Creator, Editor, Collaborator, Read-Only). So, when you share access to your database, of course you can select from these four permission levels to determine...

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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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