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Create a Simple Intake Process (from scratch)

Acquiring new customers is an important part of most businesses. Have you considered how many hours you can save by creating an efficient intake process?

In this video tutorial, I walk through creating a simple intake process using Airtable. I break this down into four main categories:

  1. Set...
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Automate Custom Certificates using Airtable and Documint 🪄

We just created a new Airtable course to teach teams how to use Airtable. One of the things that was requested from our beta testing group was for some sort of certification at the end of the course. So naturally we knew we'd need to create an automated process for this!

Thanks to a little help...

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Retrigger Automation on a Defined Interval

It's common to have a recurring automation that should trigger on an interval of your choosing. While there is a specific trigger that allows you to schedule automation, it is limited in a number of ways. But with a little effort, it's possible to build a more advanced (and customizable)...

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Button Actions for Airtable Interface Designer ⚡

Airtable's Interface Designer continues to improve! Recently new actions were added to interface buttons. In this video, I walk through two of these new functions: Triggering an Automation and Directing to another Interface Page.

Triggering an automation was only possible previously with a...

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How to work faster in Airtable - Understand URLs

Airtable URLs follow distinct patterns. If you understand how these URLs are constructed, it will allow you to work faster in Airtable by reducing the number of clicks you perform to get where you need to go.

In this training I break down the three main pillars of Airtable: Data, Automation, and...

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My 3 Favorite Airtable Extensions (and how to use them)

Extensions are a feature that helps you unlock more power from your Airtable base. In this tutorial, I'm reviewing my three favorite extensions, as well as providing examples for using them so that you can get started quickly.

 Extension #1: CSV Import

There's a great chance that you've...

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