Automation – as I’ve mentioned in several posts – is the key to efficiency and productivity. These traits are critical for entrepreneurs and can’t be overemphasized.
In this week’s post, I go step by step through the process of setting up a Zapier integration to email directly from your Airtable CRM.
Continue reading “How to use Zapier to Automatically Send Emails from Airtable”
I really fell in love with data when I began to explore all of the things Excel was capable of. So then, it should come as no surprise that I am very comfortable with the “Grid View” in Airtable. This is the view that looks most similar to a standard spreadsheet – with rows, columns, and their inevitable intersection.
Continue reading “How to Organize your Processes with a Kanban View in Airtable”
Working in any database is tricky if you can’t access the data you need. To be effective, you need to know how to navigate through your data to access only the relevant records.
For this, we have FILTERS!
Continue reading “Filtering Airtable Data – ‘And/Or’ Filters”