Limit the recipients to a customized view (that is, a view that is filtered for a specific purpose).With this block, you can create an email template with a high level of customization. This is where the Airtable SendGrid Block comes in. The trouble is, with these manual procedures, how do you ever scale your business? One word: Automation Outdated methods are largely responsible for keeping us bogged down in the weeds and don't allow us to focus on growth. I'm sure you get the picture - this is pretty typical for small business procedures. Manually type email to Prospect, as follows:įind saved version of email template Copy and Paste the Prospect's Email Address Copy and Paste the SoW and Proposal Double check spelling and that the correct email, SoW, and Proposal are attached Send Email.Develop the Scope of Work and the Proposal for the Prospect.Have a consultation with a new Prospect.Up until this last week in my business, I had an outdated procedure of submitting proposals. Well, how many times have you found yourself sending the same email with the same subject and the same attachments? If you're like me, you do it more than you'd like to admit. A few simple clicks and a CTRL + V later and your two apps are talking to one another. Getting SendGrid to talk to Airtable is very simple - it just takes granting Airtable access to your SendGrid account through an API key. Now, I'm not a SendGrid expert, but I've sent my fair share of emails. ![]() In fact, Airtable goes further to provide many enhancements, which they call "blocks" to improve the user experience. One area with seemingly limitless potential for improvement is the subject of automation.Īirtable provides us with a great way to store and visualize our data, but it doesn't stop there. In fact, I've found that most entrepreneurs are this way. ![]() For me, the present holds so much unbridled potential that I get giddy when I stop to think about all of the things I want to do. I grew up in a strange environment where my mother believed she was meant for the era of Jane Austen, but I never identified with that emotion.
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