Ben Green

Ben Green

This channel is here to show you how to set up systems that set you free from your business

I know far too many business owners who run on self-made hamster wheel, so I’m here to help you systematize, structure, and set up the machine that works while you sleep

B.S. in Operations & Information Systems from a top 10 business school and I’ve worked with multiple 6 and 7 figure businesses to implement and optimize systems that save time, increase margins, revenue, and provide freedom

Whether you’re here for a two-minute Airtable, Asana, Slack, Toggl, or Zapier tutorial or looking to DIY a whole new software stack for your biz, I’ve got your back. Helping CEOs the most with building an integrated relational database in Airtable that orchestrates with other systems in Asana, Slack, Quickbooks, and other softwares via Zapier.

If you’re interested in learning from me in a more structured format, or working with me directly, check out my services at: www.optimizeis.com/main

Пікірлер

  • @andersongoncalves6502
    @andersongoncalves65022 күн бұрын

    Good. Is it possible to integrate payment split into stripe?

  • @rickkranz5543
    @rickkranz55437 күн бұрын

    Thanks!!! You're a life saver. I have been trying to find out how to do this for two days now!

  • @shaunparfett
    @shaunparfett8 күн бұрын

    Hi Ben. Thanks for all your videos as I have learned a lot from them. It’s much appreciated. Could you please increase your recording volume though as I have noticed it’s usually quite low. It does not detract from the value of your content though. Have a great day and please keep enlightening us!

  • @agoogleuser6937
    @agoogleuser693710 күн бұрын

    What are the pros and cons of linking records with a script vs with a non-scripted airtable automation?

  • @michaelmcclellanjr9831
    @michaelmcclellanjr983122 күн бұрын

    Wow. You are so generous to post this video. You aren't afraid of creating competitors?

  • @agoogleuser6937
    @agoogleuser6937Ай бұрын

    Another way is to link clientName column to a table called clientName, then lookup to client table coientnameid and manually drag to the target linked column.

  • @YükselBerkYavuz
    @YükselBerkYavuzАй бұрын

    That was very helpful, thanks for showing that. Automation added AirTable another layer, It makes it really easy 😊👏Thanks a lot

  • @paigebaille7285
    @paigebaille7285Ай бұрын

    Just what i needed! your videos are so easy to follow! thank you!

  • @GutsAndGall
    @GutsAndGallАй бұрын

    Weird, I get to 4:38 and it doesn't let me select the options.

  • @Printer94tlb
    @Printer94tlbАй бұрын

    Do you have a tutorial on how to create an Airtable like yours ? I watched all of the videos you have about creating an interface like this, but there are a few key things missing i can't find the invoice one

  • @Printer94tlb
    @Printer94tlbАй бұрын

    please show us how to create a airtable with all of theses linked up

  • @agoogleuser6937
    @agoogleuser6937Ай бұрын

    Pros/Cons of using an automation to UpDate Primary FieLds instead of a FormuLa?

  • @itsyourBIGDAY
    @itsyourBIGDAYАй бұрын

    The airtable resource link is broken in your video description.

  • @PaulSuquet
    @PaulSuquetАй бұрын

    My airtable insists there's 413 days from December 22 2023 to December 23 2023. Cannot get it to change it's mind.

  • @marcosv4513
    @marcosv4513Ай бұрын

    Thanks, man!

  • @joost9685
    @joost9685Ай бұрын

    10:35 fart

  • @julianvanderplank4550
    @julianvanderplank4550Ай бұрын

    Amazing value bro!

  • @digitalnomad2196
    @digitalnomad21962 ай бұрын

    is there a way to add a view to your google doc

  • @YousufIdrisOptimize
    @YousufIdrisOptimize2 ай бұрын

    Fire Video!!!

  • @sevakk.939
    @sevakk.9392 ай бұрын

    Obviously best AT channel on all YT! THANKS FROM FRANCE 🙏

  • @michaelp137
    @michaelp1372 ай бұрын

    🙏

  • @Aeesha_ke
    @Aeesha_ke2 ай бұрын

    Nice hack! Thanks for sharing!

  • @user-kn5lv8ef3p
    @user-kn5lv8ef3p2 ай бұрын

    Can you manually move the cards up and down?

  • @agoogleuser6937
    @agoogleuser69372 ай бұрын

    Why not zapier interfaces instead of airtable ones?

  • @Rejken
    @Rejken2 ай бұрын

    Hi, Why, when I have a price of 29.99, and I multiply it by 2, instead of the result being 59.98, it displays as 60?

  • @Rejken
    @Rejken2 ай бұрын

    Hi, Do you happen to know how to create a search engine which will allow me to search between 3 tables [free version of airtable here]? I have 3 tables: Amazon, Ebay, and Website. Each table contains customer information such as First Name, Last Name, Phone Number, Email, etc. I would like to implement a search engine in the fourth table, allowing easy customer search based on criteria like first name or phone number, eliminating the need to manually navigate through each table to find a specific customer.

  • @jeanettelstein
    @jeanettelstein2 ай бұрын

    Thank you so much for this video Ben. You refer to previous videos and I would love to got through this process as you do from start to finish. Is there a playlist for this whole sequence of videos for this project? Specifically what I am looking for is a step by step guide on how to set up one part of my business in airtable and onboarding is a fantastic place to begin. I am a quick study and once I go through one complete set up, I am usually good to go. But everything I am finding is disjointed and I'm having a hard time putting it all together. Do you sell a course or resource that would help me with that? Thanks again!

  • @Printer94tlb
    @Printer94tlbАй бұрын

    he should really respond that's a great question thanks ben If if you don't respond still a great guy !

  • @rigobertonunez5302
    @rigobertonunez53022 ай бұрын

    Te agradezco el apoyo; fuiste muy claro

  • @JeffHladek
    @JeffHladek2 ай бұрын

    This was so helpful!

  • @patrickdezeeuw1594
    @patrickdezeeuw15942 ай бұрын

    Can you use the button in the interfaces?

  • @roshallal7817
    @roshallal78173 ай бұрын

    Great good to know thing. I wonder if you could let us know can we use this feature with Basecamp if yes, please upload a small video for it or let us know if any additional suite is needed to have the look you shared on this video. Thanks in advance

  • @valeriemelendez7242
    @valeriemelendez72423 ай бұрын

    I happily watched this hour and 45 mins. This is exactly what I am needing to create and it was definitely worth the watch. Thank you!

  • @paliotodoroff7784
    @paliotodoroff77843 ай бұрын

    There is one disadvantage of this solution: What if some of the values in the field that you are looking up changes. Once the checkbox is ckeched you want get the updated value in your Toggl table

  • @paliotodoroff7784
    @paliotodoroff77843 ай бұрын

    I believe, you can set the "Temp VLookup Run" to be checked by default so you do not have to 'check' every single time

  • @chrisdancy6191
    @chrisdancy61913 ай бұрын

    Can't wait for the event.

  • @patrickdezeeuw1594
    @patrickdezeeuw15943 ай бұрын

    how do you get airtable to return a static value from a formula and store it in a cell in airtable? i want to keep the value from an estimate without having it get modified later if prices change in the product table. Thank you.

  • @conorpodonoghue
    @conorpodonoghue3 ай бұрын

    Thanks for the tutorial. However, all you really say is that a Workspace is a collection of Bases and you do not define what is meant by a base.

  • @susanphillips77
    @susanphillips773 ай бұрын

    How do you change the order of the cells in the primary field

  • @tylerchasebusiness1001
    @tylerchasebusiness10013 ай бұрын

    Honestly I can barely hear you. I have the volume up to the max on my laptop as well as on KZread. Videos on other channels seem to be working fine.

  • @andycampo8113
    @andycampo81134 ай бұрын

    Thanks Ben, great video, worked like a charm. If I wanted to also delete a record in GS if its deleted in AT would it need to be a separate zap?

  • @lyzamatocinos9223
    @lyzamatocinos92234 ай бұрын

    how to adjust the width, max width and font size of the form?

  • @GleanLLC
    @GleanLLC4 ай бұрын

    Hi Ben, just came across your channel. Thanks for the great content. Do you have videos on air table marketplaces and capabilities? I looked through the different playlists but may have missed it.

  • @johnaweiss
    @johnaweiss4 ай бұрын

    Not helpful. You said a new form was "created", but it seems you connected the table to an already-existing form. Also, i'm not seeing related data displayed in the table from two different forms.

  • @agoogleuser6937
    @agoogleuser69374 ай бұрын

    if i rollout, the result will also be in order?

  • @user-kj6vu4cu8f
    @user-kj6vu4cu8f4 ай бұрын

    Thanks for the formula, it worked for me. I have another question. I need to register all the employees vacations. all is set up but how i will connect the dates they take off to the total amount of their remaining days? As i have to add different dates for each person and the dates goes to different rows but i need the total to be shown in only one specific cell. To make it more clear, i have start and end date, so i count the days off. but always they take different dates of days off during the year, how this can be shown as a remaining days total?Thank you!

  • @aliishahh
    @aliishahh4 ай бұрын

    Great video!

  • @chancesofrain6480
    @chancesofrain64804 ай бұрын

    Could have been better :)

  • @renegademuse
    @renegademuse5 ай бұрын

    I'm just 10 minutes into the stream and my apologies if you all address this later, but I noticed that the sorting of linked records (using Batch Update) is not a numerical sort, but an A-Z sort. In other words, it treats the linked records as text values, so it would be important to format dates (in the linked records) in the ISO format (YYYY-MM-DD), if the primary field begins with a date. Using the Friendly date format would sort February before January, and using the US format would sort 12/1 before 2/1 before it even gets to the year. Going to keep watching to see how the automations handle sorting by secondary fields. I know this was a live stream, but I hope there'll be a shorter video out soon with all the key discoveries from this video!