Blog Posts
Stacker is an outstanding resource for no-code user portals and their templates make it so easy to add a new app to your internal process. In this video, I walk through the steps of installing a new app that tracks approvals. In it, I walk through the data structure that is created in Google...
It's common to use one form to capture data that "lives" in multiple areas within your database. Most often, this is because one form is collecting data that belongs to more than one table within your data structure. For example, you may collect client information and then require a payment to...
Zapier has created three trigger options with Airtable. Every automation starts with a trigger, so you must first determine the right trigger for your situation. Your options are:
- New Record
- New Record in View
- New or Updated Record
But which trigger is best for your situation? Every...
Even today, offices still print forms and keep physical copies on file, but it's completely unnecessary in most cases. Learn how to move your exisiting form online with JotForm's "Import Form" capability. In this video, I take the IRS W9 form and convert it to an online form. Then, I add a...
Managing cashflow is a critical skill for any business - without it, you're sure to go bankrupt. In this video, I show you the steps I've taken to build a cashflow app in Airtable that runs entirely on automation. Every payment we receive is instantly added to our cashflow app and the expenses...
A database without a dashboard is only a partial solution, so in this post I'm showing the steps to building a Sales KPI Dashboard. KPI (or key performance indicators) are those metrics that you've chosen to focus on to help guide your business growth. In this example, I'm focusing on building...
