Jeff Gonzalez

Sr. Account Executive

Jeff Gonzalez is a Senior Account Executive at SmartSuite, where he engages with mid to large-sized prospects and customers. Jeff joined SmartSuite in 2023 after a successful tenure at Airtable, where he earned numerous awards as their top mid-market expansion salesperson.

All articles by Jeff Gonzalez(-)

How to Identify Errors in Your Automations
SmartTips

How to Identify Errors in Your Automations

Discover how to identify and fix errors in your automations with expert tips and step-by-step guidance. Watch now to improve your automation troubleshooting skills.

7 minutes

Jeff Gonzalez

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How to Relate Expense Submissions to Projects
SmartTips

How to Relate Expense Submissions to Projects

Discover how to link expenses to projects effortlessly! Dive into practical project management solutions, forms, and dynamic views.

5 minutes

Jeff Gonzalez

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How to Create a Folder and Deliver Its Permissions
SmartTips

How to Create a Folder and Deliver Its Permissions

In this video, Jeff Gonzalez demonstrates how to create folders and set permissions for accessing views within those folders. He shows how to organize views based on approval status and customize permissions for different individuals or teams. Jeff highlights the flexibility of delivering permissions at the view level via folders.

7 minutes

Jeff Gonzalez

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How to Create Task Templates for Large Projects
SmartTips

How to Create Task Templates for Large Projects

Learn how to set up custom project templates in SmartSuite to quickly fire off multiple tasks at once. Save time on setup for your projects and teams.

5 minutes

Jeff Gonzalez

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How to Hide a Table
SmartTips

How to Hide a Table

Discover the simplicity and efficiency of this technique as Jeff demonstrates using a construction project management template. Learn how hiding irrelevant tables can enhance user experience and streamline workflow, without compromising access to essential data

7 minutes

Jeff Gonzalez

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Earliest Value From a Linked Record Set
SmartTips

Earliest Value From a Linked Record Set

In this episode, Jeff walks you through a game-changing technique for looking up the earliest value from a linked record set. Using a practical example, he illustrates how to efficiently retrieve the latest version of a deliverable or determine the next incomplete task assignee.

5 minutes

Jeff Gonzalez

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How to Create a Whiteboard Within a SmartDoc
SmartTips

How to Create a Whiteboard Within a SmartDoc

In this episode, Jeff Gonzalez guides you through the process of creating dynamic whiteboards directly within SmartDocs. Discover how to enhance project descriptions with visual clarity, streamline communication, and boost productivity.

7 minutes

Jeff Gonzalez

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How to Spotlight by Status or Single Select Field to Simplify Your Workflow
SmartTips

How to Spotlight by Status or Single Select Field to Simplify Your Workflow

Learn how Smartsuite's spotlight feature allows effortless view customization based on status or select field values, with use cases and configuration overview.

5 minutes

Jeff Gonzalez

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Merge Records Automation Action
SmartTips

Merge Records Automation Action

Join Jeff Gonzalez in this tutorial as he demonstrates the new SmartSuite automation for merging records. Learn to seamlessly consolidate applicant submissions, retaining linked record values. Enhance your data organization and workflow efficiency with these valuable insights.

5 minutes

Jeff Gonzalez

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