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Using a Conditional Form with Airtable (Part 1)

There are two common ways to get data into a database. You can either:

  1. Import a dataset in bulk
  2. 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...

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Understanding Airtable Formula Syntax

A lot of people have asked me how I learned to write Airtable formulas. I wish there was a silver bullet solution, but the truth is that formulas are one of the more complicated parts of any software. However, that's no reason for despair. In this vlog I put together three tips for...

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How to Import Data in Airtable

As you transition to Airtable, there's a great chance that you'll need to first import data from your previous or current system. In many cases, this can sound quite cumbersome, but Airtable has actually created a simple process by which to do this.

One thing that should be added to this is the...

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Exploring the Gantt Chart in Airtable

Gantt Charts are a commonly used tool in project management, so it’s no surprise that Airtable recently added these as an option as a Block. (Blocks are one of those ‘pro’ subscription features and they allow you to visualize your data in customizable ways.)

As is true with...

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Finding an Airtable Record with a Zapier “Search Formula”

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...

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Taking Notes in Airtable

Most ‘out-of-the-box’ CRM solutions have the ability to take notes in relation to projects, opportunities, or clients. We can build this functionality in Airtable as well, but it’s an area where I see a lot of clients potentially ‘misusing’ the software. Does this...

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