Dan Leeman

Dan Leeman is the owner of Automation Helpers and an expert in platforms like Airtable, Make, and SmartSuite. He helps businesses optimize their processes through automations and integrations, providing deep insights and expert consulting.

All articles by Dan Leeman(-)

Send an Email, Automate a Task: Integrate Your Inbox with SmartSuite

Send an Email, Automate a Task: Integrate Your Inbox with SmartSuite

Have you ever wanted to send an email to automatically create a record inside of SmartSuite? This quick video will guide you through the basics in Make.

10 minutes

Dan Leeman

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New Attachments Features for SmartSuite Formulas: A Game-Changer for File Management

New Attachments Features for SmartSuite Formulas: A Game-Changer for File Management

Want to see if a file has been uploaded, or how many files have uploaded? Maybe you want to track if there has been a change to the files uploaded? SmartSuite's new formulas feature lets you interact with attachments!

10 minutes

Dan Leeman

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Harnessing Default & Override Values in SmartSuite for Streamlined Invoicing

Harnessing Default & Override Values in SmartSuite for Streamlined Invoicing

We discuss how we can use both default values (for ease of usability) and override values (for edge cases) to craft a more flexible user experience inside of SmartSuite.

10 minutes

Dan Leeman

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Use SmartSuite Forms to Update Existing Records: Your Ultimate Guide

Use SmartSuite Forms to Update Existing Records: Your Ultimate Guide

Did you know you can use forms in SmartSuite not only to create records, but to update records as well? We use a quick example to show how one might update client information based on a form.

9 minutes

Dan Leeman

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Automating Completion of SmartSuite Projects

Automating Completion of SmartSuite Projects

In this video we automatically update a Project status to Complete when all of the Project's Tasks have been marked complete.

10 minutes

Dan Leeman

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15 Expert Tips for Smooth SmartSuite Data Importing

15 Expert Tips for Smooth SmartSuite Data Importing

Today, we're diving deep into the art of data migration, specifically into the world of SmartSuite. Whether you're a newcomer to this powerful project management tool or you're steering a large organization brimming with vast datasets, these 15 pro tips will ensure your data import experience is seamless and efficient.

7 minutes

Dan Leeman

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Creating an Interactive Client Portal with SmartSuite Through Form Submissions: A Workflow Walkthrough

Creating an Interactive Client Portal with SmartSuite Through Form Submissions: A Workflow Walkthrough

In our last video, we discussed how to create a client portal on SmartSuite. In this video, we show you how to take form submissions to create new task records and link them inside of SmartSuite so both you and your client have shared visibility.

10 minutes

Dan Leeman

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Create a Client Portal in SmartSuite

Create a Client Portal in SmartSuite

In this video, we'll dig into how we can create a Client Portal natively inside of SmartSuite without the need for third party solutions - with no additional licensing cost for your clients.

10 minutes

Dan Leeman

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Last Contacted Date (and Other Date Rollups) in SmartSuite: A Comprehensive Guide

Last Contacted Date (and Other Date Rollups) in SmartSuite: A Comprehensive Guide

Have you wondered when was the last time you contacted your prospect? Or maybe you want to know when you initially spoke with a client? In this video, we learn how we can simulate rollup behavior for dates using formulas in SmartSuite.

10 minutes

Dan Leeman

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