Blog Posts
Is the "Pro" plan in Airtable worth it? One of the best features that's available with this paid plan is the ability to install "Apps" in your Airtable databases. While the capabilities of all the various apps are too much to discuss in one tutorial, in this video I walk through how to navigate...
Zapier has created three trigger options with Airtable. Every automation starts with a trigger, so you must first determine the right trigger for your situation. Your options are:
- New Record
- New Record in View
- New or Updated Record
But which trigger is best for your situation? Every...
Managing cashflow is a critical skill for any business - without it, you're sure to go bankrupt. In this video, I show you the steps I've taken to build a cashflow app in Airtable that runs entirely on automation. Every payment we receive is instantly added to our cashflow app and the expenses...
A database without a dashboard is only a partial solution, so in this post I'm showing the steps to building a Sales KPI Dashboard. KPI (or key performance indicators) are those metrics that you've chosen to focus on to help guide your business growth. In this example, I'm focusing on building...
Time can be a complicated concept in any software, and Airtable is no exception. There are some great features, including displaying time in the user's local timezone settings, but this can lead to confusion if it's not done intentionally. Also, GMT can be a confusing concept, especially in the...
Airtable makes a great CRM due to the flexibility that it provides. Since no two businesses are exactly the same, isn't it odd that we use static tools to track our customer data? For this reason, I think building your own CRM inside of Airtable is a worthwhile endeavor - it will force you to...
