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Learn about Airtable automations, backups, forms, scripts, and more to make your business better using Airtable.
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Having a backup of the company information you’ve stored in Airtable is vital. Whether it’s in your client contracts, part of your company operating procedures, or gives you peace of mind, with this guide, you can always have a backup copy of your data outside of Airtable.
The Airtable Scripting App brings a new level of customization for your company data in Airtable. When you start using the same scripts or the same snippets of code in multiple Airtable bases, it’s time to organize with a script management tool.
If you’re using forms in Airtable, there are many times you probably want to filter the records shown in your form fields. In this post, we’ll cover how you can filter your forms to show your users only what matters to them and then send the information back to Airtable. We’ll also show you some extra bonus features you can add to your forms.
Do you need a quick snapshot of your Sales pipeline in Airtable? With the Scripting App in Airtable, I’ll show you how to create a custom dashboard displaying your Sales Funnel and Top Sales Reps.
With Airtable forms, you can capture data anytime and even add conditional logic to show only the most relevant fields to your user. In this tutorial, we’ll show you how to set up a form in Airtable and use conditional logic in the form to display a field only when a previous field is completed with a ‘Yes’ answer.
With Airtable Automations, you can email your client an ‘Invoice Paid’ email when you mark an Invoice as Paid. You don’t have to take extra steps to export the invoice and then email it to your client. In this example, we will email a client when an invoice is marked paid
Automations in Airtable make it easy to complete basic in-app tasks. Learn how to connect multiple field records together using Airtable Automations. In this example, we link sub-projects and main projects together in Airtable.
With Airtable Automations, you can create an automation to add a checklist set of tasks every time you create a new project. This automation will save you time and monotonous manual data entry.
With Airtable Automations, you can set any new record to have the same default information each time one is created, saving you time and data entry error. In this example, we will add default information to multiple fields in an Invoice record.