Видео

Great overview, thanks for sharing Zack!

MUY BUENA INFORMACION, MUCHAS GRACIAS

the only way to connect Stripe and Google Sheets is through other systems?

The series is super helpful. How can I achieve the same outcome with the new Interface builder, as Add Element has been removed? Anyone to help?

Great video! At the end you mentioned using an automation to create a PDF. Do you have a video on that? I need to automatically generate a PDF to email to clients with their order information as soon as they fill out the form. The PDF would have the form info as well as calculations from dependent fields in the base. Thanks for any insight!

Thanks for this great overview of Fillout Scheduling, Zack!

Thanks for the overview video Zack! Stripe and Fillout are a great combo.

Yes but is every doc start blank in every record ? I mean it would make more sense to me if every smart document for every record in that app / solution started as a template not a blank doc. That's not smart that's just a rich text option in each separate record right ?

Hi Zack, I've been following all kinds of channels from you, GAP, Dan Leeman, Demetri, Smartsuite, Noloco and a few other no-code and automation specialists for a long time. Fillout is definitely one of the best form builders. Unfortunately, I am missing a special feature that allows me to set up multiple columns and not just 2. Is there a way to design more than just one column? A good example for this would be Formcan. Cheers Axel

Great overview, thank you for sharing Zack!

I was about to say how great I thought Fillout was for a portfolio project I have done. Then I was going to moan about how pricey all these top end form builders are. But checked their pricing and I think $15 for what it potentially can do, is pretty good. Using it with SmartSuite too.

Extremely useful, thank you! Airtable's interface changed a little bit, and line items in the form look different but still super useful. I wonder, how can I pull the line items form an existing list? That list being my main items list, I alreaf have a list of items I sell, so I dont need to add all fields of an item when adding it to a PO.

It surprises me smartdocs are not smart enough to bring in field values from the record it exist in. It can link a record, but can’t bring any values to the document as text

Thanks Zack. Nice demo. In my case i want to upload my suppliers invoices to invoice out to my customer wih my pricing and product name). Would the below work? 1) Replace supplier product description with my systems product description and 2) Replace the supplier price (my buy price) with my sell price.

Thanks Zack. This is working great for my business. Can you make a video on how to send out the forms via a button within Airtable which sends an email to customer for them click to action (sign, approve button etc). I need to be able to prompt them to sign Or approve the below: Quotes: Customer to approve quote I send via a form. I need an automation which links Quotes table to Order table upon customer approval. Proof of Delivery: I need to prompt users with the packing slip as you do for customers to be notigied to sign as a proof of delivery.

Is the ID a kind of a product number?

Hello, I only have 4 days left of Smartsuite trial. I have to decide which tool will be best for my business and Smartsuite is very good but I have difficulties with the formulas and I am not an expert. My problem for 2 days is the following: I would like to multiply 2 fields of my table, the first is the result of this formula: " [Total Morning] + [Total PM] + [Total Evening]" (in number) and the second is a sum (currency) coming from another table. On airtable I write in the following way and it works perfectly: [Total day] * [Rate]. Do you know why it does not work with Smartsuite? and why is it so complicated to write such a simple formula? Thank you dear friends

I need to add a date in one field and have it create another date either one or 2 days later in a different field. Cant find this anywhere?

Great overview on how to make a flexible booking form with workflows, thank you Zack Stevenson!

This channel is awesome... so glad I found your videos! What I cannot understand is NO ONE has made a video about EQUIPMENT RENTAL!? At least I can't find it..... you are my best hope. The order management series would probably get me there but I would love to see a template that has Clients/Companies, Bookings, Equipment In/Out tracking, Formulas for adding $ per day over the date range (due date range), Services(line items), Delivery charging/distance per mile. I would love to show you what I have so far and get your input... It's a mess......

Excellent video. Would love to see an example creating an invoice with multiple line items from Airtable. TY!😊

Has anyone figured out how to show all the linked records to a project/task that is scheduled for a given day. For example, if you had 3 people assigned to work on the task in your video, could I show all 3 of those peoples records nested under that record in the timeline or calendar view? It's kind of like I want to see a calendar or timeline view of my people table but grouped by project. The only problem is that there are no dates on my people table. My people are linked to my project table and those are the records that have the dates. I don't know if I'm making sense ;-)

This was a really good demo, it could really come in handy. I'm wandering if there is a way for the invoice to automatically be uploaded to SmartSuite and then continue the rest of the steps?

Can relay use our chatgpt assistants?

What a great use case! Thanks for sharing this Zack!

Really useful!

Would love to see a video how to do the same with line item support.

Thanks a lot, Zack! If anyone needs help generated documents from Noloco, don't hesitate to reach out :)

Hi Zack, awesome video, thank you. Any idea why SmartSuite would successfully link to the line items from the order record but not vice versa?

Now, I just need to figure out how to use the bar code scanner without moving my mouse to the app.

How would you compare and contrast your work in Smart Suite to AirTable? I think you did an example with Air Table very similar, right?

why did you choose Noloco?

Do you think you could automate SmartSuite with Hubstaff to handle timekeeping and monitoring and map to SmartSuite Tasks?

Thanks a lot! I'm trying to figure out to use a formula to display a smartdoc field of a linked record. I don't find a way to do it. Apparently it's not possible.... Do you have a solution?

thanks for the help man <3

thankyou

is this feature available in airtable?

Do you sell templates?

This series was a great benefit for me. Thanks a lot.

airtable database views allow much wider tables than traditional rdbm

How does noloco support mobile apps. ?

Thanks mate 👍

Hi, I sort of followed the video but I am not a SmartSuite boff - so got lost a bit along the way. My very simple question is, is there any simple way to create a QR code from a URL in SS and attach it to the same record, in a similar way as can be done in Coda? Sorry for my limited knowledge ...

Thank you very much for the walkthrough of the whole process! Very informative! I am looking to do the same thing for Purchase order creation and tracking so this is close. Which do you prefer for this, Airtable or SmartSuite? Thanks

Hey, loving your videos. Can I ask what microphone and recording software do you use?

Thanks ,I learned alot from all ur video now I try to build daily loan management but I don’t how please make a video example about how to do it 🙏 pleases

Thanks for the video. Since I'm creating a B2C base, for the automations to email can they also set up once they copy the base?

Hi! Very helpful video, thank you! I am wondering if there is a way to open the url to my record with a QR code on my iphone. When I scan the QR code my phone brings me to a smart suite page in chrome prompting me to download the smart suite mobile app (which is downloaded and signed in) but not to the smart suite app itself. Is there a way around this?

that is a nice setup, but if I have other solutions where I communicate with team projects, how to combine all my tasks from my task solution (personal) and any other tasks. my guess is I need assigned to field and this way all tasks ll show up in MY WORK? currently use Todoist + Coda, but if SmartSuite becomes more affordable (PRO plan) will definitely consider switching.

This is great info! Any chance you could show how to collect details including custom data captured from a Stripe payment link and then mapped into a Google sheet?