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.
Track open agency deals by stage for the weekly new business review.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
Gather campaign data into a review sheet and flag gaps.
Your morning extract arrives in a shared table, with missing values marked and a chat message pointing to records that need review.
Build sourced company lists for agency new business outreach.
Your team gets a sourced prospect list in its shared spreadsheet, with duplicates removed and uncertain company or contact details marked for review.
Draw winners from client giveaway entries with recorded rule checks.
Get giveaway winners from your entrant sheet, with rule checks and a draw record you can share from your organizer chat.
Spot relevant market shifts in source emails for campaign research.
See the developments that matter in a daily trend digest, with dates and source links in your spreadsheet.
Flag client pages whose keyword losses warrant an SEO review.
Your SEO lead gets a short list of pages worth checking when fresh search data shows meaningful visibility losses.
Flag client keyword shifts and rival pages for SEO review.
Get a daily keyword ranking report that flags meaningful moves and points to the owned pages worth checking.
Send approved client campaigns to checked contact lists.
Your approved draft becomes personal emails, while your shared sheet shows who was sent a message and who needs attention.
Send approved client campaigns from current lists and log exceptions.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Send approved client campaign emails and log each recipient's result.
Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.
Send approved client campaign emails and log each contact.
Your mail merge keeps up with new recipients in your spreadsheet, with sends recorded and problem rows flagged for your outreach coordinator.
Email page owners when tracked client pages lose search positions.
Your page owners get ranking drop alerts showing how far their page fell and which competing pages to review.