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Automate Docs from Inside Airtable

Airtable's new partner blocks are an exciting development within the Airtable universe. Essentially, Airtable has started to allow third parties to build custom blocks that integrate with their products. Some of these are merely cosmetic, but others are really exciting and packed full of...

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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...

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Airtable Updates: April 2020

Airtable updates have been coming out at an increased rate recently and it's arguable that the updates from April 2020 are the most impactful to date. This past update included four massive improvements, each so powerful as to demand an entire post of its own. However, in the interest of...

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Analyze Your Funnel with Airtable

In my previous life as a financial analyst, I was confused by the inefficient systems I was required to use. In one role, I received Excel files with tens of thousands of records from three different vendors. Each of those files was completely different, but I was expected to combine...

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Airtable Permissions: Editor vs. Creator (and Personal Views)

Sharing access to a database comes with a bunch of options - but it can be hard to understand the best choice for every case. In this video, I walk through the massive differences between the Editor and Creator levels of permission inside of Airtable.

As a general rule, I tend to advise clients...

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Using Airtable to Assist the Elderly

The local Area Agency on Aging (AAA) is helping the elderly in our community to shelter in place during the COVID-19 pandemic by purchasing and delivering supplies to them. Employees of the AAA are driving around to purchase requested items at various stores, but they really needed a way to...

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