Blog Posts

For the past three years, I've been building my automated Airtable processes using Zapier. If you're unfamiliar with it, Zapier is a powerful tool that connects software on the internet using "If this, than that" logic. It allows you to set up processes that are governed by a set of rules. For...

In last week's tutorial, I outlined the database structure that would support an hourly consulting agency. We mapped the steps to creating the Team, linking that with Consultations and Clients. We also outlined the steps to adding a table of Invoices so that our team members can get accurately...

In this, the conclusion of my social media automation video series, I'm walking through using automation to create an image ready for social media.

Bannerbear is a fun new software that I discovered recently. The premise behind it is that you potentially waste time by creating an image based on...

Social media has become something that practically every business needs to leverage in order to stay competitive. When speaking with clients, it's very common for them to tell me that they reached out because of our YouTube channel. In our case, using video to help with Airtable demonstrations...

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,...

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...