Blog Posts
There are two common ways to get data into a database. You can either:
- Import a dataset in bulk
- Bring in data one with each new record submitted
For the most part, I recommend the first option, bulk imports, only when first setting up a database. Ideally, once the base is...
A lot of people have asked me how I learned to write Airtable formulas. I wish there was a silver bullet solution, but the truth is that formulas are one of the more complicated parts of any software. However, that's no reason for despair. In this vlog I put together three tips for...
As you transition to Airtable, there's a great chance that you'll need to first import data from your previous or current system. In many cases, this can sound quite cumbersome, but Airtable has actually created a simple process by which to do this.
One thing that should be added to this is the...
When building automation to support your Airtable databases, you’ll likely encounter the need to FIND A RECORD in Airtable. This is one of the action steps that Zapier makes available with the Airtable integration. Finding a record is commonly used in situations when you need to update a...
Most ‘out-of-the-box’ CRM solutions have the ability to take notes in relation to projects, opportunities, or clients. We can build this functionality in Airtable as well, but it’s an area where I see a lot of clients potentially ‘misusing’ the software. Does this...
Recently, one of our coaching clients asked about building a multi-step approval process inside of Airtable. While there are several ways that someone could go about building this, they all rely on the same two building blocks. In brief, you’ll want to include a table to track the ...
