Latest Articles

Finding an Airtable Record with a Zapier “Search Formula”

When building automation to support your Airtable databases, you’ll likely encounter the need to FIND A RECORD in Airtable. This is one of the action steps that Zapier makes available with the Airtable integration. Finding a record is commonly used in situations when you need to update a record (you have to locate it before you can update it) or when you need to link one record to another...

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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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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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Automating with Multiple Data Sets

My recent posts have covered a variety of use cases for automation. However, in all the commotion of “create documents in the cloud” or “automatically create folders for projects,” I realize there’s a complicated (and critical) step that we’ve never taken the time to address. Specifically: building an automation between multiple tables.

Imagine this...

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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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