Blog Posts
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...
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...
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...
Last week, I showed the power of using Conditional Form Logic - the end result is a form that adjusts as it is answered. Different questions become available based on inputs as they are received. As you might imagine, building automation for this type of form is more advanced, giving us the...
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...
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...
