August 26th 2026 Qrew Meetup
Portland Qrew meets Wednesday, August 26th 3PM PST at Harder Mechanical Contractors and also on Teams. Each month we talk about current projects, changes and challenges. In addition anyone can show off work as we cheer you on. You are also welcome to bring a problem to solve by a helpful team of very nice people. Afterwards, we will go out somewhere and welcome recommendations. If you would like to join remotely email [email protected] directly and he will send you a Teams invitation.Realm Admin Qrew Breakout Session Recap June 2026
Thank you to everyone who joined the Realm Admin Qrew breakout sessions on Tuesday June 23rd. Here’s what we discussed. Georgi Georgiev: Why Quickbase Intelligence was built this way Shared the product team’s vision for QBI as workflow intelligence inside Quickbase, not just a generic chatbot. He explained how QBI is designed to understand app context, user intent, permissions, and data before helping users take action. Qrew tip: Start with one real business question your users already ask, then explore how QBI could help answer it in context. James Travaglini: How admins can manage AI access with Quickbase Intelligence Walked through AI Controls in the Admin Console and showed how admins can turn AI capabilities on or off at the realm and feature level. Highlighted permissions for specific users or groups, including controls for features like AI Smart Builder, Import Spreadsheets, AI Workflows, Quick Insights, and AI Agent actions. Qrew tip: Pilot AI with a small group first, enable only what they need, and expand access as your governance model matures. Josh Miller: How AI can support realm cleanup planning Shared how he used Realm Insights and Quickbase AI to review governance signals like inactive apps, app ownership, audit log activity, deactivated users, and cleanup opportunities. Showed how he used Claude to turn those findings into a leadership-friendly cleanup plan that could be shared with IT and leadership. Qrew tip: Use realm data to tell a clear governance story: what needs attention, why it matters, who should be involved, and what timeline makes sense. Missed the meeting? Here’s the recording. Helpful QBI resources: Quickbase Intelligence Pack: https://www.quickbase.com/intelligence-pack About Quickbase AI: https://help.quickbase.com/docs/about-quickbase-ai AI Actions help article: https://help.quickbase.com/docs/ai-actions AI Actions overview: https://www.quickbase.com/intelligence-pack/ai-actions AI Control Center: https://www.quickbase.com/intelligence-pack/ai-control-center Knowledge Layer: https://www.quickbase.com/intelligence-pack/knowledge-layer Thanks again to Georgi, James, Josh, and everyone who joined. We’re excited to keep learning together as the Qrew explores how to incorporate new QBI features and AI tools to make managing realms, apps, and workflows more efficient. The Qrew is on Summer Break July 2026! No virtual Qrew meetups next month, but we plan to be back in August with a new topics and cadence of meetups for us to get together on.April 2026 Pipelines Qrew Meetup Recap
Hi Pipelines Qrew! Thank you all who were able to join the Pipelines Qrew meetup On Wednesday. Wes McAda shared three use cases for using Pipelines and Jinja for Project Expense Summaries. Those three include: Using Jinja + namespace to pull unique Project IDs from an expenses table and upsert parent Project records Using a callable low-code pipeline to find expenses missing a related summary, create or find the matching Project Type Summary, and relate sibling expense records Using Jinja + regex + namespace to calculate scalar dollar values, handle null expense types, and distribute records into separate Food, Lodging, and Unallocated tables Qrew tips from the meeting: Wes McAda’s Qrew tip: Think about data volume, reporting needs, and performance when deciding between relational summaries and scalar values. The best approach really depends on the use case. Jim Harrison’s Qrew tip/example: Jim brought up another potential use case to replace “search” with buckets as they can be a very efficient way to pivot and transform data in a pipeline and shared an example to the Qrew to review. Missed the meeting? Here’s the recording. Want the YAML? Reach out to me via email [email protected] for copies of it. As a reminder, we will not be hosting any virtual Qrew groups in May. Instead, we will meet up in Houston on May 18 th at 7pm on the 6 th floor of the Marriott Marquis for a special Qrew Meetup the day before Empower 2026. Hope to see you there!February 25th 2026 Qrew Meetup Event
Portland Qrew is meeting Wednesday, February 25th 3PM PST at Harder Mechanical Contractors and also on Teams. This month we'll talk about Empower, current projects, new changes and challenges and our favorite Quickbase Bug. Anyone can show off work and cheer each other on. We ask attendees to bring Quickbase problems to solve and then work together to provide a solution. Anyone willing to share is welcome to have a problem solved by a team of very nice people who all love helping. Afterwards I suspect we will go out somewhere and welcome recommendations. If you would like to join remotely email [email protected] directly and he will send you a Teams invitation.November 2025 Pipelines Qrew Meetup Recap
Hi Qrew, Thanks to everyone who joined Wednesday’s Pipelines meetup. Here’s what we discussed: Dwight Munson (Sigma Technologies LTD.) walked us through two Pipeline patterns—audit logs and post-backs—that keep tracking simple and improve visibility across the org. Audit logs pipeline: Dwight replaced noisy webhooks with one metadata-driven pipeline that logs only what changed. It loops the changed fields and writes compact rows—field label/ID, old → new, modified by. He uses single vs. bulk triggers to stay efficient during mass edits. Post-backs pipeline: For Field Verification Requests (FVRs), Dwight stamps each record with the app ID, table ID, record ID, and target field IDs, then uses a single generic pipeline to aggregate locations and post totals/status back to the originating work request across multiple apps—no per-app pipelines. Qrew tips from Dwight: Always stamp origin IDs so one pipeline can post anywhere. Keep post-back targets scalar so humans can fix edge cases. Skip logging fields that only create noise—you don’t need them. Missed the meeting? Here’s the recording. Our next meetup is Tuesday, Dec 9 th at 12pm EDT — App Builders Qrew with Lee Gilmore (Primary Key Consulting) and Qrew Legend Mark Shnier on change management and app adoption with real-world examples. Thank you and have a great afternoon! Best regards,November 19th 2025 Qrew Meetup Event
Portland Qrew is meeting Wednesday, November, 19th 3PM PST at Harder Mechanical Contractors and also on Teams. This month we'll talk about current projects, new changes and challenges and our favorite dressing. Anyone can show off work and cheer each other on. We ask attendees to bring problems to solve and then work together to provide a solution. Anyone willing to share is welcome to have a problem solved by a team of very nice people who all love helping. Afterwards I suspect we will go out somewhere and welcome recommendations. If you would like to join remotely email [email protected] directly and he will send you a Teams invitation.September 2025 Qrew Meetup Recap
Thank you to everyone who joined yesterday’s Pipelines Qrew meetup. Here’s what we discussed: Rob Mersereau, Sr. Implementation Consultant, shared an encore of his Empower 2025 talk using a Mardi Gras example to show how to integrate Quickbase with Google Calendar through Pipelines. He noted that this use case can be applied to Outlook and SharePoint. Key highlights and tips: Link to app for following along Connect & Import: Rob demonstrated linking multiple Google accounts to Pipelines to pull Mardi Gras parade events into Quickbase—one record per event. Qrew Tip: Name Quickbase fields clearly with “gcal_” prefixes so AI auto-mapping works smoothly. Push to Calendar: He showed sending Quickbase parade plans to Google Calendar, writing back event IDs and clickable links for seamless updates. Qrew Tip: Always double-check your pipeline is turned on—this is the top cause of sync issues. Keep Data Fresh: Rob recommends using Bulk Record Upsert in Quickbase to quickly update or add records and track changes. Qrew Tip: Use Google event IDs as merge fields to prevent duplicates and enable reliable two-way sync. Build Gradually: Start with simple one-way flows, then add Teams alerts, Maps API calls, or multi-way sync as your workflow grows. Missed the meetup? Here’s the recording Attached is the participant guide to follow Rob’s examples. October is EmpowerPro month! Be sure to register for EmpowerPro October 7-8. Afterward, the Qrew will host a 3-part series, EmpowerPro Product Talks, on October 22, 23, and 28. More details coming soon!September 2025 Qrew Meetup Event
Portland Qrew is meeting Wednesday, September 24th, 3PM PST at Harder Mechanical Contractors and also on Teams. This month we will talk about current projects, new changes and challenges. Anyone can show off work and cheer each other on. We ask attendees to bring problems to solve and then work together to provide a solution. Anyone willing to share is welcome to have a problem solved by a team of very nice people who all love helping. Afterwards I suspect we will go out somewhere and welcome recommendations. If you would like to join remotely email [email protected] directly and he will send you a Teams invitation.August 2025 Qrew Meetup Event
Portland Qrew is meeting Wednesday, August 27th, 3PM PST at Harder Mechanical Contractors and also on Teams. This month we'll look at DocGen lessons learned. We will also check in on moving Pipelines and setting up a separate Notification. Additional performance improvements will be shared. Finally a look at Grid Reports for those who don't have beta. We will talk about current projects, new changes and challenges. Anyone can show off work and cheer each other on. We ask attendees to bring problems to solve and then work together to provide a solution. Anyone willing to share is welcome to have a problem solved by a team of very nice people who all love helping. Afterwards I suspect we will go out somewhere and welcome recommendations. If you would like to join remotely email [email protected] directly and he will send you a Teams invitation.June 2025 Qrew Meetup Event
Portland Qrew is meeting the forth Wednesday at 3PM PST at Harder Mechanical Contractors and also on Teams. This month we'll look at DocGen lessons learned and alternative solutions. We will talk about current projects, new changes and challenges. Anyone can show off work and cheer each other on to higher heights. We ask attendees to bring problems to solve and then work together to provide a solution. Anyone willing to share is welcome to have a problem solved by a team of very nice people who all love helping. Afterwards I suspect we will go out somewhere and welcome recommendations. If you would like to join remotely email [email protected] directly and he will send you a Teams invitation.
