Phoenix - Your AI AssistantSet up your Airtable base with views, interfaces and automations
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What you get with this Offer
Still running your business on messy spreadsheets, sticky notes and copy-paste? I'll build an Airtable system that organises your data in one place and automates the repetitive work, so your team saves hours every week.
Ideal for: CRMs and sales pipelines, project and task tracking, content calendars, inventory, client onboarding, bookings, recruitment and order management.
You'll receive:
- A custom Airtable base designed around how your business works
- Up to 5 linked tables with the right field types, lookups, rollups and formulas
- Custom views for each need: grid, kanban, calendar, gallery and filtered views per team member
- An Interface dashboard showing your key numbers and to-dos at a glance
- Forms to collect data straight into your base (enquiries, orders, requests)
- Up to 5 Airtable automations (e.g. email alerts, status changes, reminders, record creation)
- Your existing data imported from spreadsheets or CSV and cleaned up
- A short video walkthrough so you and your team know how to use it
- 2 rounds of revisions
Need Airtable connected to other tools like Gmail, Slack, Shopify, HubSpot or Google Sheets? See the add-ons below.
Ideal for: CRMs and sales pipelines, project and task tracking, content calendars, inventory, client onboarding, bookings, recruitment and order management.
You'll receive:
- A custom Airtable base designed around how your business works
- Up to 5 linked tables with the right field types, lookups, rollups and formulas
- Custom views for each need: grid, kanban, calendar, gallery and filtered views per team member
- An Interface dashboard showing your key numbers and to-dos at a glance
- Forms to collect data straight into your base (enquiries, orders, requests)
- Up to 5 Airtable automations (e.g. email alerts, status changes, reminders, record creation)
- Your existing data imported from spreadsheets or CSV and cleaned up
- A short video walkthrough so you and your team know how to use it
- 2 rounds of revisions
Need Airtable connected to other tools like Gmail, Slack, Shopify, HubSpot or Google Sheets? See the add-ons below.
What the Freelancer needs to start the work
1. What you want to manage in Airtable and how you do it today
2. Your current spreadsheets or data (Excel, Google Sheets or CSV)
3. The repetitive tasks you'd like automated (e.g. "email the client when status changes to Approved")
4. Who will use the base, and what each person needs to see
5. The other apps you'd like connected (Gmail, Slack, Shopify, etc.)
6. Access to your Airtable workspace as a collaborator (creator permissions)