Who it’s for
Whatever you run, there’s a system for it.
Different bottlenecks, same fix: a system your team actually uses.
Pick an industry. We’ll show you where we’d start.
Does this sound familiar?
Projects live in Slack threads, and retainer hours live in someone’s head.
Your Airtable base would hold
- Clients
- Projects
- Retainers
- Deliverables
- Timesheets
- Invoices
Automations we’d set up
- Onboarding starts the moment a client signs
- A weekly status email to every client
- An alert when a retainer is 80% used
- Timesheets chased every Friday, politely
- Client approvals logged against the deliverable
Does this sound familiar?
Leads sit in a spreadsheet, feedback sits in Slack, and the roadmap sits in your head.
Your Airtable base would hold
- Leads
- Customers
- Feedback
- Roadmap
- Bugs
- Investor updates
Automations we’d set up
- New signups logged and routed to an owner
- Feedback tagged and linked to roadmap items
- A monthly investor update drafted from your numbers
- Accounts at risk flagged before renewal
- Bug reports from Slack turned into tracked issues
Does this sound familiar?
You find out you’re out of stock when a customer emails.
Your Airtable base would hold
- Products
- Suppliers
- Purchase orders
- Inventory
- Returns
Automations we’d set up
- Low-stock alerts before you run out
- Purchase orders drafted at the reorder point
- Returns logged straight from a form
- Supplier delays flagged on the orders they affect
- A weekly sales summary by product, sent to you
Does this sound familiar?
Every proposal starts from last month’s, and invoicing means adding up time by hand.
Your Airtable base would hold
- Clients
- Engagements
- Proposals
- Time logs
- Invoices
Automations we’d set up
- Proposals drafted from your template
- Invoices built from logged time
- Renewal reminders before an engagement ends
- Meeting notes summarised and filed to the client, for your review
- Utilisation per consultant, updated daily
Does this sound familiar?
Candidates fall through the cracks between inbox, spreadsheet and calendar.
Your Airtable base would hold
- Roles
- Candidates
- Clients
- Interviews
- Placements
Automations we’d set up
- Candidates logged from your application form
- Interview scheduling emails sent for you
- Placement invoices created on hire
- CVs read into candidate records, for your review
- Clients updated when a candidate moves stage
Does this sound familiar?
Grant deadlines, donor notes and volunteer shifts each have their own spreadsheet.
Your Airtable base would hold
- Donors
- Grants
- Programs
- Volunteers
- Reports
Automations we’d set up
- Grant deadline reminders to the right person
- Donor thank-yous drafted after each gift
- Funder reports assembled from program data
- Volunteer shifts confirmed and reminded
- Lapsed donors flagged for a personal follow-up
Does this sound familiar?
Matter updates live in email, and deadlines live in one partner’s calendar.
Your Airtable base would hold
- Clients
- Matters
- Deadlines
- Documents
- Time entries
Automations we’d set up
- New matters opened from an intake form
- Deadline reminders to the responsible lawyer
- Time entries rolled into invoices
- Clients updated when a matter changes stage
- Document requests chased for you
Does this sound familiar?
Every month-end starts with chasing clients for the same documents.
Your Airtable base would hold
- Clients
- Engagements
- Document requests
- Deadlines
- Invoices
Automations we’d set up
- Monthly document requests sent and chased
- Filing deadline reminders for each client
- Missing receipts flagged before month-end
- A client onboarding checklist that runs in order
- Fees invoiced when the work is marked done
Does this sound familiar?
Session notes are scattered and payment follow-ups feel awkward.
Your Airtable base would hold
- Clients
- Sessions
- Programs
- Payments
- Notes
Automations we’d set up
- Session reminders sent for you
- AI summaries of session notes, for your review
- Polite payment follow-ups
- Intake forms that create the client record
- Progress check-ins sent between sessions
Does this sound familiar?
Lease dates and maintenance requests live in five different places.
Your Airtable base would hold
- Properties
- Tenants
- Leases
- Maintenance
- Payments
Automations we’d set up
- Lease renewal reminders
- Maintenance requests from a tenant form
- Rent follow-ups on schedule
- Contractors assigned and updated on each job
- Inspection reports filed to the property
Does this sound familiar?
Quotes, job sheets and site photos are spread across phones and paper.
Your Airtable base would hold
- Leads
- Quotes
- Jobs
- Crews
- Materials
Automations we’d set up
- Quotes drafted from a site-visit form
- Crews told about tomorrow’s jobs the night before
- Materials reordered when stock runs low
- Job photos filed to the right job
- Invoices sent when a job is signed off
Does this sound familiar?
Rotas, supplier orders and maintenance notes live on a whiteboard and in group chats.
Your Airtable base would hold
- Venues
- Staff
- Shifts
- Suppliers
- Maintenance
Automations we’d set up
- Shift reminders sent to staff
- Supplier orders drafted from stock counts
- Maintenance issues logged from a quick form
- A daily sales summary sent to managers
- New-starter onboarding that runs in order
Does this sound familiar?
Checking a shipment means calling three people and opening two spreadsheets.
Your Airtable base would hold
- Shipments
- Customers
- Carriers
- Routes
- Invoices
Automations we’d set up
- Customers notified when a shipment moves
- Delays flagged to the account owner
- Carrier documents filed to the shipment
- Proof of delivery triggers the invoice
- A weekly on-time report built for you
Does this sound familiar?
Deal flow lives in inboxes, and portfolio updates arrive in a dozen formats.
Your Airtable base would hold
- Deals
- Founders
- Portfolio
- Updates
- LPs
Automations we’d set up
- Inbound pitches logged and tagged by stage
- Follow-up reminders before a deal goes cold
- Portfolio updates collected through one form
- A quarterly LP report drafted from portfolio data
- Founder intros tracked through to a decision
Does this sound familiar?
Programs run on spreadsheets, and the reports are due before the data is ready.
Your Airtable base would hold
- Programs
- Applicants
- Cohorts
- Approvals
- Reports
Automations we’d set up
- Applications logged and routed for review
- Deadline reminders to the right person
- Funder reports assembled from live data
- Attendance tracked per cohort, with drop-off alerts
- Certificates issued when a learner completes
Does this sound familiar?
Vendors, volunteers and run sheets each live in a different file.
Your Airtable base would hold
- Events
- Vendors
- Volunteers
- Run sheets
- Budget
Automations we’d set up
- Vendor contract reminders
- Volunteer shift reminders
- Run sheet changes sent to everyone affected
- Speaker details collected through one form
- Post-event feedback gathered and summarised
We design yours after we’ve seen how you actually work.
Tell us how you work. We will map what to build.
Book a call