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(-)

Assigning Numerical Values for Single Selects in SmartSuite
Community Videos

Assigning Numerical Values for Single Selects in SmartSuite

In this video, we discuss quantifying single and multi selects in SmartSuite so that we can use their values in formulas and other calculations. Learn how a manufacturer assigned values to Smartsuite dropdowns to enable custom pricing and inventory formulas using the numeric value function.

10 minutes

Dan Leeman

avatar image
Revolutionizing Staff Rota Planning with SmartSuite: Lessons from the Experts
Community Videos

Revolutionizing Staff Rota Planning with SmartSuite: Lessons from the Experts

Creating a staff schedule is a daunting task for any manager. It involves juggling employee availability, shift preferences, and budget constraints—all while avoiding the perils of overstaffing or understaffing. Let's delve into the creative solutions proposed and how you can apply these insights to your staff rota planning with SmartSuite.

10 minutes

Dan Leeman

avatar image
How to Structure Event Attendees in SmartSuite
Community Videos

How to Structure Event Attendees in SmartSuite

In this video we examine how best to architect people who attend an event. We take a look at three different approaches and discuss the merits of each and how to future-proof the system to reduce complexity and duplication of data in the future.

10 minutes

Dan Leeman

avatar image
Create Multiple Records from SmartSuite Forms with Ease
Community Videos

Create Multiple Records from SmartSuite Forms with Ease

In this video we take a look at how we can create multiple records (for example, contact & account) from a single form submission using SmartSuite automations.

10 minutes

Dan Leeman

avatar image
Auto Number Invoices and Cases in SmartSuite: A Simplified Guide
Community Videos

Auto Number Invoices and Cases in SmartSuite: A Simplified Guide

In this video we discuss how we can use auto numbering inside of SmartSuite to help us with records like Invoices and Cases as well as how we can configure particular numbering systems to match the needs of our business.

10 minutes

Dan Leeman

avatar image
Harnessing the Power of Web Clipping with SmartSuite
Community Videos

Harnessing the Power of Web Clipping with SmartSuite

Learn how to use the SmartSuite Web Clipper to store bookmarks or other interesting content you find from around the web!

10 minutes

Dan Leeman

avatar image
Unlocking Productivity: Navigating Dependencies with SmartSuite Automation
Community Videos

Unlocking Productivity: Navigating Dependencies with SmartSuite Automation

In this video, we implement a way to have task dependency - and how to deal with tasks that have been blocked by other tasks. How do we know once we're unblocked?

10 minutes

Dan Leeman

avatar image
Use SmartSuite Sub-Items for a Better User Experience
Community Videos

Use SmartSuite Sub-Items for a Better User Experience

Dive into the narrative to discover how sub-items can transform your CRM routine into a powerful tool for meaningful connections and a Swiss Army knife of relationship building.

10 minutes

Dan Leeman

avatar image
Mastering SmartSuite's Find Records Feature for Sleek Automations
Community Videos

Mastering SmartSuite's Find Records Feature for Sleek Automations

Explore how to use the new Find Records automation action to automatically relate form submission records to the correct contact record based on matching email addresses.

9 minutes

Dan Leeman

avatar image

Featured Writers

Peter Novosel

Peter Novosel

Co-Founder & Head of Product
Nate Montgomery

Nate Montgomery

Solutions Engineer
Artem Kunytsia

Artem Kunytsia

Product Manager

Try SmartSuite Today

Get Started
Arrow RIght
Schedule a Demo
Free Trial. No Credit Card Required ! 👌
Man with crossed arms smiling

Subscribe to our blog

Get the latest posts in your email. Only stuff that’s worth it, we promise !

You’re Subscribed 🎉

Thank you very much and you won’t regret it !

Oops! Something went wrong while submitting the form.