Airtable

Build a CRM in Airtable with Advanced Features & Automations

Airtable, Automation / By Shaun Hughston

Building a CRM in Airtable can transform how you manage client relationships, offering a streamlined, flexible solution tailored to your unique business needs. Discover how Agility Automation has harnessed Airtable’s powerful features and automations to create a highly customized CRM that simplifies processes, enhances communication, and drives efficiency. From automating follow-ups to integrating payment solutions, our approach ensures that every interaction is seamless and effective. Ready to elevate your CRM experience? Dive into our journey and learn how you can replicate this success for your own business!

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Airtable Case Study – Cann I Help

Airtable, Case studies / By Shaun Hughston

Discover how Cann I Help, a patient-focused medical cannabis clinic in Australia, transformed their operations with tailored systems designed to enhance efficiency and communication. Since 2021, we’ve partnered with them to simplify key processes like document automation and SMS communication, and building an amazing Airtable system – ultimately improving patient engagement. From creating an innovative SMS bot to streamlining the billing process with an easy-to-use payment gateway, our collaboration has made a significant impact.

DALL·E 2024 05 16 12.13.02 A flat vector illustration of a person sitting at a desk focused on a computer screen displaying a spreadsheet. The person looks engaged and thoughtf

Exploring The Airtable AI Formula Creator

AI, Airtable / By Shaun Hughston

How to create Airtable formulas in a breeze with the AI Formula Creator https://agilityautomation.com/wp-content/uploads/2024/05/Screen-Recording-2024-05-16-at-11.32.57-AM.mp4 Let’s Dive into Airtable’s AI Formula Creator. A game-changer for those looking to create Airtable formulas quickly and easily. If you’ve ever grappled with inconsistent data formats or complex formulas, this tool is about to become your new best …

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Client Case Study: Wrapology’s Streamlined Operations with Airtable

Automation, Airtable, Case studies / By Shaun Hughston

Wrapology, an established name in retail packaging, embarked on a mission to enhance its internal operations for improved customer service. This case study highlights how the integration of Airtable improved Wrapology’s efficiency and streamlined its processes.

Can ChatGPT Write Airtable Formulas?

ChatGPT, AI, Airtable / By Shaun Hughston

Does AI Work With Airtable Formulas? ChatGPT is said to be changing the very nature of work, and notably in the world of programming. In this article, we look at whether ChatGPT can write good Airtable formulas (or write them at all?). Picture this – you’ve spent hours trying to figure out how to …

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Automation Case Study: iSimplify

Automation, Airtable, Case studies, Document Automation / By Shaun Hughston

iSimplify is a training organisation that takes the complexity out of compliance for the mining industry. With the goal to simplify their processes, and maximise their automation, founder Lesley Cooper, reached out to Agility Automation for guidance.

Airtable vs Zapier Automations – 8 Things You Need To Know

Airtable, Automation, Small Business Marketing / By Shaun Hughston

How do the automation features of Airtable and Zapier stack up against each other? If you had asked me two years, or even one year ago whether Airtable automations were something to think seriously about using in your business automation stack, I would’ve given a firm no. But now, if you’re using Airtable, my …

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Airtable Is Not A Spreadsheet – Here’s Why

Airtable, Automation / By Shaun Hughston

Airtable is like a spreadsheet, but not Although Airtable looks like a spreadsheet, and acts like one in a few ways, it offers so much more than a simple spreadsheet does. Here are five things that Airtable can do easily that spreadsheets struggle to achieve. 1. Create relationships A defining feature of Airtable …

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Automation Case Study: LeadClasses Training Company

Airtable, Automation, Case studies, Document Automation / By Shaun Hughston

Steve Hoff, President of Leadclasses.com, was referred by a client to Agility Automation in early 2020 for automation consulting. We built them automations that saved countless admin hours.

Automation Case Study – The Mental Health Coach

Airtable, Automation, Case studies / By Shaun Hughston

Nick McEwan-Hall is the founder of The Mental Health Coach and tasked the team at Agility Automation to help automate and optimise his enrollment process for new students.