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”
The purpose of a good database is to store and record data. Generally, this is for the purpose of improving workflows through data analysis.
It’s interesting then, since analysis is the end goal, that most databases aren’t built with that end goal in mind.
Continue reading “Using Color to get Instant Insights in Airtable”
One big complaint I have with most software solutions is that they cater to such a specific niche, it’s often difficult to get them to work for your needs. In fact, I think this is the very reason that so many businesses continue to use Excel or Google Sheets – those platforms are highly customizable and can be adjusted to practically any situation. But, if we’re being honest, at some point most businesses outgrow them and start to view them as “clunky.”
Continue reading “From “Prospect” to “Customer” – Using Airtable”