Latest Articles

How Airtable Automations Differ from Zapier

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...

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New Feature: Exploring Airtable Automations

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...

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How to Automate a Booking System | Part 2 of 3

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...

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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 Structure a Social Media Database

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...

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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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Automate your Intake Process

There's nothing more frustrating than investing time with a prospective client, only to then learn that they are not a good fit for your services. Maybe they don't have the necessary budget to hire you - maybe they aren't looking for the type of help you offer - there are many reasons someone might not be a good fit. Instead of having wasted both of your time, wouldn't it be better if you had...

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Automate Email with Attachments

There are many ways to automate email and not all of them are appropriate in every situation. In this post, I'm outlining the steps for building an automated email that includes an attachment or file that is first stored in an Airtable database. This type of email automation is best utilized in the cases where (1) you are sending internal emails or (2) your email recipient has requested the...

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Steps for Building a No Code App

These are uncertain times - that much is undeniable.

There are so many questions and fears that I continue to hear echoed on social media. For many of those questions, I don't have good solid answers - however, there are some questions that I have personally worked to solve for the past several years...

How do I transition my business to work remotely?

How can I work more...

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