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It Doesn’t Have To Be Crazy At Work

Get our behind-the-scenes lessons on how to harness the power of Airtable to organize data, automate repetitive administrative tasks, and know exactly what’s going on in your business at all times. 

 

Latest Articles

Organize Revenue with Automation and Airtable

Revenue. One of the most exciting words to business owners. It’s the fuel in our engines of change and the catalyst for a better life. Without revenue, every business would be little more than a shell of ideas and good intentions. Why then do so many businesses...

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Share Access to Limited Data – Introducing Airportal

A massive complaint that I hear from Airtable users is that they can’t grant partial access to their data. For example, imagine this case: A company has consultations with clients that are recordedConsultations are then shared with clientsClients want to see when they...

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How to Build an Email Funnel with Airtable

I struggle with business email in a big way - the main issues I have are as follows: I hate having multiple ‘systems’ in my business - why can’t everything happen from one place?Along those same lines, with a new system comes new procedures and practices… no...

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Automating with Multiple Data Sets

My recent posts have covered a variety of use cases for automation. However, in all the commotion of “create documents in the cloud” or “automatically create folders for projects,” I realize there’s a complicated (and critical) step that we’ve never taken the time to...

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Create a Custom Document and Submit for Signature

Many of the clients we work with are looking for highly unique and customized solutions. This is always fun, because it gives my team and I the chance to stretch and grow our automation skillset. However, there are also those automated processes that seem to be...

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Automating File Creation and Upload Data

If you’re storing job data in Airtable, there’s a great chance that you’ve explored uploading files into your database. This is so helpful and it’s a bit mind-boggling that this wasn’t made possible until just recently (I mean, how long has Excel been out… and you...

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Building Advanced Forms in Airtable

Several weeks ago, I put out a video outlining the differences between dependent and independent field types. In short, independent fields can have data written directly to them. By contrast, dependent fields derive their value from other data (for example, a formula...

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Exploring the Calendar Features in Airtable

Getting a team synced-up and on the same page is a critical component of managing projects. Airtable works as a great collaborative tool, but perhaps one of its more overlooked features is the ability to easily create calendar views. There are several features to...

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Update a Record in Airtable

I received a great message from a YouTube viewer the other day who was wondering how to update an existing Airtable record. This is such a common occurrence, I thought I must certainly have an existing video that I could refer...

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Building Line Item Detail with Automation

A common business use for Airtable is to track invoices or purchase orders. More often than not, that will also include some level of line item detail. The set-up of this is fairly straightforward, but getting the level of data that you need in each table can be...

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Exploring the Difference Between Lookups and Rollups

When architecting a database in Airtable, there are many uses for passing data from one table to another. In fact, this is the true power of a relational database. On my team, we call this “spreadsheets in 3D” - when you really start to tap into the relational...

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How and Why to Use a Junction Table

Linking tables correctly is arguably the most difficult element of database architecture. The most typical connection is a direct link between two tables. However, this doesn’t always get the job done adequately. In cases where this approach falls short, we have a...

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The Biggest Question I Get Asked by New Airtable Users

A lot of the questions I get about Airtable have a recurring theme. I received a great message from a YouTube viewer the other day that addressed this ‘theme’ head-on. He wrote the following: Gareth,I’m giving airtable a trial, and came across your youtube channel....

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It doesn't have to be crazy at work

It doesn't have to be crazy at work

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