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Client portals on Airtable

Your clients log in. Your inbox gets quiet.

We build a client portal on top of your Airtable data, so clients see their status, files and invoices without asking you.

Free audit. Two-minute form.

Example portal, illustrative data

Client portal

Welcome back, Kettle & Co

Website redesign
  1. Kickoff (done)
  2. Design (done)
  3. Review (current)
  4. Launch (upcoming)

Waiting on you

Approve the homepage design

Files

  • Homepage-design-v3.pdf
  • Brand-assets.zip

Invoices

  • INV-014 Paid
  • INV-015 Due Friday

Sound familiar?

If clients have to ask, the portal is your inbox.

  • “Clients email me for updates I've already given.”
  • “Files live in six different threads.”
  • “I chase every approval by hand.”

What clients get

One place for everything they'd otherwise ask you about.

  • Status that updates itself
    Clients see where their project stands, as your team moves it forward.
  • Files in one place
    No more hunting through email threads for the latest version.
  • Approvals in one clickAutomated
    Clients approve, your team is notified, and the record moves on.
  • Invoices and what's paid
    Clients see what's due and what's settled, without a reminder from you.

One record. No double entry.

The portal reads the same Airtable record your team works in. Nothing is typed twice.

How we work

Five steps. Watch your workflow move through them.

01

Map

We sit with the people doing the work and trace every handoff, copy-paste and workaround. Not the process on paper, the one that actually happens.

You get

A workflow map and a ranked list of what to fix first.

Takes

1–2 days

Your record’s status

Mapping

Yours to keep

You own it. The base, the automations, the docs.

No lock-in. Your team can run it without us, and we’re still around if they’d rather not.

When a spreadsheet is enough

Not every team needs this yet. If a shared sheet still works for you, we’ll say so on the call.

What founders say about working with us.

Proof from client reviews, trimmed for length. Open any one to read it in full.

Delivered in 3 days

“My problem persisted for 6 months until Create Workflow came and delivered the project in 3 days.”
Verified clientFounder · Tech Startup

They teach, not just build

“They coach. They teach. They challenge your assumptions.”
Verified clientCEO · Digital Agency

Root causes, not patches

“Rather than patching issues, they look at root causes. Rather than adding complexity, they search for simplification.”
Verified clientFounder · E-commerce Brand

Straight questions

Quick answers.

What can clients see and do in the portal?

Their project status, shared files, approvals and invoices. Anything they need to act on is flagged for them, and your team sees the result straight away.

Is one client's data kept separate from another's?

Yes. Each client only sees their own records. We set permissions by role and test them before launch.

Do my clients need an Airtable account?

Usually not. Portals can be built so clients log in without one. We pick the right approach for your setup on the free call.

How long does it take?

Most builds go from first call to launch in two to three weeks. A portal's real date depends on how many things clients can do in it, and you approve the plan first.

How much does it cost?

It depends on scope. On the free call we map what your clients need, so you leave knowing what it would take.

Give clients a front door.

Tell us how clients ask for updates today. We'll map the portal that stops it, free.

Book a call