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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

When and How to Create a Table Link

Airtable’s real potential is only unlocked when you’ve started linking your tables. Without this feature, Airtable is simply a spreadsheet in the cloud. But, with this ability you’re able to draw on the power of the relational database (i.e. data that talks to itself)...

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How to Automate Document Creation from an Airtable CRM

Document creation is definitely a low level task - but at the same time, documents are a critical part of a business. Proposals help us convey our value.Legal agreements and contracts help protect all parties.Scopes of work define expectations. These documents are all...

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Building a Custom Solution to Qualify Leads Automatically

Qualifying Leads can be an important step for a business. Years ago when I was working in finance, the president of the company had a great analogy he’d use when speaking about this. He compared leads to fish and the business to a fishing boat. Marketing, he said, was...

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Limit Linked Records to a Specific View

If you work in Airtable on a regular basis, you’ve likely collected a surprising amount of data over time. Working with a large dataset can be difficult, but thanks to Airtable’s ‘Views’ you are able to consistently reduce the amount of data - specific to just the...

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New Airtable Feature: Automatic View Sorting

As a new company, Airtable is making constant improvements to it’s software. One of those recent changes is in the form of a toggled ‘sort’ feature. A few months ago, I had a client - let’s call him Matt - who was exploring Airtable as a possible solution to manage...

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Exploring the 3 Most Common Date Formulas of Airtable

Formulas inside of Airtable can get a bit complex - so in this video I’ll be breaking down the three most common formulas used with ‘Date’ fields inside of Airtable. Specifically, I go into detail on the following: Finding the difference between two datesFinding a...

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How to Add a Recurring Task to your Airtable To-Do List

It’s funny when tasks seem to follow a common theme or contain a lot of repetition. Recently, we’ve had several of our clients looking to create recurring tasks inside their Airtable base. Typically, we’ll see one or two of these every month, but last month it seems...

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Create a customized autoresponder using Airtable

Autoresponders are a pretty common tool for most businesses these days. They sound a bit like magic, but in reality they are pretty simple to set up. Input happens (customer opts-in, for example)Output happens (confirmation email is sent) This is super helpful, of...

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Airtable Pricing: Picking the right tier for your business

We built something pretty cool for this week’s video. Before I get right into it though, let me set the scene just a bit… When creating content (like my weekly videos) one of the things the “experts” recommend is to use keyword searches with high volume and limited...

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How (and why) to Integrate Slack with Airtable

I’m feeling a bit nostalgic today - just yesterday I had the pleasure of hanging out with a great friend of mine. When I say ‘great’ in this case, I really mean it. This guy and I have had each others’ backs since the 7th grade. We’ve been through tons of life...

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How to Share Data Across Bases

Airtable's biggest limitation is that you can't link different bases together. This is a huge problem! When you share a base with someone, they can see everything in it! So, how do you share a base without giving people access to...

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How to Organize your Tasks in Airtable

In this week’s video (just in time for the new year) I walk through how to create a Planner in Airtable. This solution uses two linked tables and includes a specific view that shows only those tasks that are not yet completed.

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How to Summarize Financial Data in Airtable

Another year is coming to a close, and as always, business owners start to take a closer look at the financial systems in their businesses. I’ve often wondered what it is about the end of the year that drives such engagement. I have to think that many businesses are...

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Get Organized this Holiday and Save a Ton of Time

The holidays - intended to be a time of joy, reflection, and family - often turn into a disorganized mess. Traditions are rooted in love but sometimes give us more chores than we have time to accomplish. As my personal life is currently swept in the energy of the...

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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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