Live-tweeting my #NoCode build of our LP dashboard starting now!
I'll likely be tweeting mostly thought cuz screenshots will slow me down.
It's possible I'll get caught up and stop tweeting. If this thread gets annoying to anyone, just mute it.
Let's go! 👇
For a quick background, check out this thread from last night where I share how I decided to use @softr_io on top of our Airtable base.
First thing I did was recreate our super simple website. You can see both here.
Only difference? LP portal log-in at the bottom.
Super quick to set up a sign-in page. Linked to my Airtable back-end where I set up a user table.
Don't need a sign-up page cuz it's invite-only to my LPs.
Then I set up "LP Home". I'll want this to be a dashboard summary of various things so I'll come back to it later.
For now, Hello!
Also set up a "Pipeline" page where LPs can see our entire outbound pipeline.
Here's our outbound pipeline page. There's a simple "list block" that I added and synced to my Airtable.
I added filters for score, tags, and a filter for quickly looking at our queue of "interesting" companies. These are companies we may reach out to.
1500+ startups. Boom.
So up to here, I did two nights ago when I jammed out for about 1.5 hours.
Setting up portfolio page now.
Interestingly, I can't pull linked columns from Airtable into these list views.
For now, the hack I'm using is setting up a Formula column in Airtable to turn this into a text field - which I can pull into Softr.
Okay, so portfolio page is set up.
I don't have logos for portfolio companies so will need to get those into Airtable so I can show it here.
Also found out currency columns don't pull in well. I'll add investment amount, valuation stuff later than I guess...
Okay, so added logo to the nav.
Seems like there's a "standard nav" option so I don't have to edit on a per-page basis. But the standard nav is whatever you use on "home" - in our case our public site where we don't use nav.
So for now I have to update the nav on each page.
You know what would be cool? Portfolio News.
Just set up a new sheet in my Airtable base, added 3 articles. Set up the "News" page now.
Just set up a new sheet for LP updates and adding the PDFs as an attachment.
Set up an "LP Updates" page where they can quickly access all past updates.
Alright, let's start pulling these in to the LP dashboard!
Trying to pull in some stuff like recent news into the LP home.
Softr only has one type of simple text box and the padding/margins on it are pretty big. (as you can see)
I want it to say "Recent New" right above the news list...
Here's a quick Loom of me logging in and clicking around our portal.
Lots of errors I noticed, but I'll fix those this afternoon.
Taking a lunch break. See ya then!
loom.com/share/2be53b9e…
Alright I'm back. Let's clean up the mess I made.
First, I'll fix all the nav bars. and then I'll fix all the links out cuz they weren't working for some reason.
Done!
@mkrtchyanartur was kind enough to point out that I can adjust padding on blocks so I'm not putting headers on each list.
Like this:
Done! I could prob tweak design some more, but if I'm not embarrassed a bit, I shipped too late!
Going to work on this user profile section now.
Well, that was pretty easy. They had a simple block for user profiles that let's them update name and email.
Just tested and it looks like the change password feature isn't working.
Not a huge issue, though it'd be nice to give the option for LPs to update their password.
Will prob be easier to remember than the default I set for them.
Decided to swap out list type on Portfolio cuz I didn't like that ppl had to slide open to access website link.
Adding logos will make it look nice. Though it's square so I going to create square ones now.
Ah, much better.
Boom!
This was 4.5 hours of work to create an LP portal from scratch using data already in Airtable.
Here's a Loom walkthrough of what we built: loom.com/share/aec30722…
As next steps I'll invite my wonderful co-GP @jessicajackley to test drive this before we invite our LPs to it next week!
I was going to do a founder portal, but I'm losing steam so that's for another time :)
Thx for following along!
For anyone interested, I'll be doing a livestream of building this from scratch in 1-hour w @aronkor on June 2nd.
Join us!
l.linklyhq.com/l/RiHT
Share this Scrolly Tale with your friends.
A Scrolly Tale is a new way to read Twitter threads with a more visually immersive experience.
Discover more beautiful Scrolly Tales like this.