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Automate your Intake Process

There's nothing more frustrating than investing time with a prospective client, only to then learn that they are not a good fit for your services. Maybe they don't have the necessary budget to hire you - maybe they aren't looking for the type of help you offer - there are many reasons someone...

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Automate Email with Attachments

There are many ways to automate email and not all of them are appropriate in every situation. In this post, I'm outlining the steps for building an automated email that includes an attachment or file that is first stored in an Airtable database. This type of email automation is best utilized in...

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Steps for Building a No Code App

These are uncertain times - that much is undeniable.

There are so many questions and fears that I continue to hear echoed on social media. For many of those questions, I don't have good solid answers - however, there are some questions that I have personally worked to solve for the...

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How to Automate an Approval Process in Airtable

An approval process is an important check and balance for any business. As your team grows and you add layers of complexity to an operation, you'll want to empower your leadership with a clean and simple way to manage. For this, you can leverage the power of Airtable and Zapier to...

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Coda Project Part 2: Using Buttons in Coda

When we left off with our Coda project (Part 1 here), we needed to add functionality to buttons inside our doc. To set the stage here, this specific part of our process is to determine an outcome from a consultation. Ideally, if a consultation goes well and the prospective client can use...

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Coda Project Part 1: Bringing Data into Coda

For the past couple of years, GAP Consulting has managed all of our ongoing leads, projects, payments, etc. (basically our entire business) from an Airtable database. I hope this comes as no surprise, seeing as this is exactly how we help our clients. As I mentioned in an email from a...

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