In many cases, automation is fairly straightforward to build. Simply connect your software, choose your trigger and actions from a list, and away you go! However, sometimes the specific thing you're trying to automate doesn't already have a trigger established. There are an unlimited number of possibilities here, but let's use the example of pushing a button in Airtable. At present, there...

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...

Airtable Sync allows you to now connect information across multiple databases - finally! However, the sync does come with a limitation, specifically that syncing requires data to be updated in the 'source.' This means that, while you can see the data in synced table, the underlying data can't be edited without going to the source base. As you might imagine, this limitation makes...

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...

With the new release of the Airtable Automations feature, Airtable has unlocked amazing new potential for its users. While it's still in the early stages, this feature allows us to automate from directly inside our databases, without needing to use a third-party software. But does this mean that users can completely abandon their Zapier accounts and run all of their automation directly inside...

For the past three years, I've been building my automated Airtable processes using Zapier. If you're unfamiliar with it, Zapier is a powerful tool that connects software on the internet using "If this, than that" logic. It allows you to set up processes that are governed by a set of rules. For example, if 'x' happens, then do 'y' and 'z.'

A lot of our work here at GAP Consulting relies heavily...

In last week's tutorial, I outlined the database structure that would support an hourly consulting agency. We mapped the steps to creating the Team, linking that with Consultations and Clients. We also outlined the steps to adding a table of Invoices so that our team members can get accurately paid for their efforts.

But of course, the proper database structure is only the first part of this...

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...

Social media has become something that practically every business needs to leverage in order to stay competitive. When speaking with clients, it's very common for them to tell me that they reached out because of our YouTube channel. In our case, using video to help with Airtable demonstrations is a critical component of our business, but of course it's not the only option. Businesses of all...

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...