Plumsail

09/01/2026

A client needs to update your Airtable data. Do they really need access to your base or a full client portal?

It depends on what they need to do.

For updating individual records, a form builder such as Plumsail Forms or Fillout may be enough.

For regular access to projects or other data, tools such as Softr, Jet Admin, Stacker, or Noloco can provide a dedicated client portal.

And when the data already lives in another system, automation platforms such as Zapier, Make, or n8n can keep Airtable in sync without the client working in Airtable at all.

Nikita Trubkin compared 9 options, including their use cases, pricing, and setup.

Read the full comparison:
https://plumsail.com/blog/how-to-let-external-users-edit-airtable-without-access/

Need clients or partners to update Airtable records without paying for extra seats? Explore practical workarounds to securely collaborate with external users.

08/27/2026

3 mistakes can quietly ruin your Copilot agent.

And the problem isn't always Copilot itself.

A few setup decisions can lead to inaccurate answers, inconsistent results, or an agent that simply doesn't behave the way you expected.

Katrina Frolkina breaks down three common setup mistakes and shows what to do instead.

Are you making any of them?

08/19/2026

Creating invoices, reports, quotes, or contracts from SharePoint data can mean a lot of repetitive work: gathering information, checking it, and formatting everything manually.

We wanted to automate that process, so we built a custom Copilot Studio agent that generates documents directly from SharePoint data.

Katrina Frolkina recorded the entire build, including how to set up the SharePoint lists and document template, build the agent and Agent flow, and deploy everything in SharePoint.

And this wasn't just an experiment. The setup won us the SharePoint Hackathon 🏆

Watch the full step-by-step video: https://youtu.be/g0SD6anUSJ4?si=U7_OJVX8LvuBbQ9U

Are you building custom agents in Copilot Studio? What are you using them for?

Instead of manually gathering, checking, and formatting SharePoint ...

08/18/2026

External users don’t need SharePoint access to submit data to SharePoint.

And you don’t need to build a Microsoft Forms + Power Automate flow just to get their information there.

A public web form can send data, files, and even signatures directly to your SharePoint list — no Microsoft 365 login required.

It’s not just a demo, either. The University of Manchester Innovation Factory already uses Plumsail Forms to collect data from external users and send it directly to SharePoint.

See how the whole setup works 👇
https://www.linkedin.com/pulse/supplier-onboarding-form-sharepoint-login-required-plumsail-57rkf

08/13/2026

If employees have to leave Microsoft Teams to submit a support request, most of them won't bother.

With Plumsail HelpDesk, you can embed a full self-service support portal directly into any Teams channel, no extra apps are required.

In this video we cover how to set it up in minutes:
🔸 Submit and track tickets without leaving Teams
🔸 Access ticket history and communicate with support agents in one place
🔸 Every request becomes a tracked ticket with a unique ID automatically

▶️ Watch here: https://youtu.be/_aUogRUupDA

Is your support portal where your employees actually work? 👇

08/06/2026

An org chart your team actually understands starts with the details most people overlook.

In this video we cover three practical tips for making Plumsail OrgChart clearer and more intuitive:

🔸 Photos and placeholders so people can put faces to names
🔸 A simple legend that makes color coding meaningful, not decorative
🔸 Consistent colors, spacing, and shapes for a more professional structure

▶️ Watch here: https://youtu.be/Du2KI3TCyw4

What's the one thing you wish your org chart made clearer? 👇

08/05/2026

Sometimes the best product ideas come from seeing how customers solve real problems.

A huge thank you to Farook Golam, IT Director at FileBank Inc., for sharing how his team transformed a paper-based timesheet process into a fully digital approval workflow with SharePoint, Power Automate, Plumsail Forms, and Plumsail Documents.

One SharePoint list. Four approval stages. One automatically generated PDF.
It's always inspiring to see what's possible when organizations adapt technology to fit their own processes.

Read the whole story: https://plumsail.com/blog/business-cases-multistep-approval-to-pdf-filebank-inc/

07/30/2026

A shared mailbox is where support requests go to get lost.

With Plumsail HelpDesk, every incoming email automatically becomes a tracked ticket unique ID, full conversation history, attachments, and status tracking from the moment it arrives.

In this video we cover two ways to capture requests from email:
🔸 Connect an Outlook mailbox directly to your help desk
🔸 Forward emails from your existing support address to auto-create tickets

▶️ Watch here: https://youtu.be/uhHqzli59x8

How is your team currently managing incoming support requests? 👇

Turn any SharePoint page into a self-service support portal with th...

07/23/2026

Dropdowns that filter themselves based on what the user already selected — that's cascading logic, and it makes any form significantly easier to fill out.

In this video we cover how to set it up in Plumsail Forms with no code:
🔸 Multi-level dropdowns: continent, country, city
🔸 Filtering by date field
🔸 Cross-site lookup control
🔸 Cascading dropdowns in public web forms

▶️ Watch here: https://youtu.be/NfoTNkysge0
How are you currently handling dependent dropdowns in your forms? 👇

Cascading dropdowns can make any form smarter filtering options bas...

07/16/2026

Most employees skip the support portal because it means leaving the tools they already use. With Plumsail HelpDesk, you can embed a full self-service support widget directly into any SharePoint page no extra URLs, no context switching.

🔸 Submit and track tickets without leaving SharePoint
🔸 Search the knowledge base before raising a request
🔸 Set up in minutes with no code

▶️ See how it works: https://youtu.be/7hBJFarQGyY

Is your support portal where your employees actually are? 👇