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How to Create a Company Budget in Airtable

Perhaps you already know this, but in a previous life I was a financial analyst. One of the bigger projects I worked on in those days was for this massive, billion dollar a year company when I helped put together their annual budget. While this post won't go into the same level of granular...

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SendGrid Email Block Updates

We've discussed emailing from your Airtable databases at length in the past, but in this post I'm going into detail about two specific features, namely (1) using HTML from Airtable and also (2) leveraging Airtable views to send to segments of your list.

The SendGrid Block is among the more...

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Airtable's June 2020 Updates: Buttons, Created by, and Last Modified Fields

Another month in the books, and some fantastic new features from Airtable! In this post, I'll be detailing my three favorite new Airtable features with the June 2020 update. Specifically, I'll be detailing three new fields:

  1. Created by
  2. Last Modified by
  3. Button

It's uncommon that we see one new...

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How to Prefill a Hidden Form Field

One of the most common questions we get in our coaching program has to do with an advanced prefilled form feature. This is most often requested by businesses who want to send prefilled forms to their clients, but they want to be able to HIDE some of the prefilled data. For example,...

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How to Import Data into Airtable without Duplications

Recently, I've received several questions about importing data into your Airtable database. Before I just jump right in and start discussing the how - let me first address some definitions and scope questions.

Firstly, when I think about IMPORTING data, I instantly imagine that we...

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How to Automate your Invoicing from Airtable

This morning, I was speaking to a prospective client - let's call him David. David had some questions about how Airtable could improve his business. We spoke about potential automation and process improvements for his business. Soon, the discussion turned to accounting - specifically Quickbooks...

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