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Airtable Systems Builder for Agency Operations
UpworkUSNot specifiedexpert
AirtableData EntryZapierProject WorkflowsProject Management
ob Title
Airtable Systems Builder for Agency Operations
Project Type
One time project.
Overview
We run a growing agency and need an Airtable expert to design and build internal systems that manage clients, projects, payments, and team operations. You will build structured bases, linked tables, automations, dashboards, and team views. All systems must connect through Airtable relations and run reliably.
Your work will support project management, task assignment, reporting, and team productivity tracking.
Scope of Work
Design and build multiple connected Airtable bases and views that operate as a unified system.
Key systems include:
Client and Scope Management
• Client database
• Client scope tracker
• Scope based task generation
• Automated weekly task assignment based on scope
• Assigned team member mapping
• Shoot tracker
Project and Task Management
• Main project management board for visibility on weekly work
• Task tracking across all projects
• Status tracking and deadlines
• Late delivery tracking for tasks (tied to HR)
Team Member Portals
• Individual portals or views for each team member
• Clear view of assigned tasks
• Status updates and deadlines
• Task completion tracking
Client Payment Tracking
• Payment tracker by client
• Payment status visibility
• Link payments to client records
• Automatic update for next invoice once current invoice has been paid
HR and Team Operations
• HR tracker for team members
• Productivity or efficacy tracking
• Late delivery tracking tied to team members tasks
Change Requests (on task management)
• System to log client change requests
• Track resolution status
Automations
• Automated task creation based on client scope
• Weekly task assignment to responsible team members
• Notifications and workflow automation with appropriate integrations
• Slack integration for notifications and workflow updates
• Google Calendar integration for deadlines and shoots
• Recommendations for other Airtable automations or integrations that improve operations
Deliverables
• Fully built Airtable system with linked databases
• Automations configured and tested
• Clear dashboards and views for team usage
• Documentation or walkthrough of system structure
• Suggestions for future improvements
Required Experience
• Strong Airtable architecture and database design
• Experience building complex relational Airtable systems
• Airtable automations and workflow design
• Airtable interfaces and dashboards
• Integration with Slack and Google Calendar
• Experience building internal operations systems for agencies or teams
Nice to Have
• Experience building scalable operational systems
• Experience with Make, Zapier, or similar automation tools
• Experience designing clean dashboards and reporting views
When Applying
Please include:
• Examples of Airtable systems you built
• Screenshots or Loom walkthroughs if available
• A short description of how you structure relational Airtable bases
• Your estimated timeline for a project like this
Goal
We want a clean, scalable system that gives our team clear visibility into clients, tasks, and performance.
We also want guidance on how Airtable can support additional operational workflows in our agency.
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Spent: $512.4Rating: 5.0Verified