Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Email ready handoff notes to named contacts and log each response.
See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.
Enter new contract terms from team chat into the tracker.
Your team gets a linked tracker row and a contract summary to check when someone shares a readable contract file in chat.
Add readable photo text to requests before the approval handoff.
Give approvers the text from a linked document photo right on the request, with unclear passages marked for a closer look.
Turn each PDF request into one shared file and return its link.
Your reports or invoices become a single PDF in your shared folder, with a link on the request you submitted.
Add follow-up files to the original approval item.
Your reviewer sees missing files on the pending approval item, even when a requester adds them after the review starts.
Give requesters a specific list of files missing from contract packets.
Your requester sees exactly which contract files are missing, while the approval stays in correction for follow-up.
Turn client contract requests into sent agreements and follow-up dates.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
Put each form decision and next step in the owner's task.
Your task owner sees the form decision and next step in their task, with a link back to the original submission.
Link the prior sign-off to a new review of changed requests.
Your operations lead gets a fresh review when signed-off work changes, with the old terms and required reviewers ready.
Turn complete requests into assigned approvals with due dates.
Complete requests reach your reviewer as approval tasks with the evidence and decision due date they need to act.