Latest Articles

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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How to Automate an Approval Process in Airtable

An approval process is an important check and balance for any business. As your team grows and you add layers of complexity to an operation, you'll want to empower your leadership with a clean and simple way to manage. For this, you can leverage the power of Airtable and Zapier to organize and automate the necessary steps.

In this tutorial, I walk through an enhanced approval process...

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Coda Project Part 2: Using Buttons in Coda

When we left off with our Coda project (Part 1 here), we needed to add functionality to buttons inside our doc. To set the stage here, this specific part of our process is to determine an outcome from a consultation. Ideally, if a consultation goes well and the prospective client can use our help, we'd like to offer some next steps. Perhaps this is in the form of a proposal, or maybe we...

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Coda Project Part 1: Bringing Data into Coda

For the past couple of years, GAP Consulting has managed all of our ongoing leads, projects, payments, etc. (basically our entire business) from an Airtable database. I hope this comes as no surprise, seeing as this is exactly how we help our clients. As I mentioned in an email from a couple of weeks ago, we realized that we essentially help create low-code apps for our clients. To...

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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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