Case Studies

Property: $ thousands saved by not missing key deadlines

• Online form • Airtable • Google Sheets • Automated reminders

›

The challenge

Multiple property projects , each a separate entity with its own reporting requirements had a large number of compliance and risk deadlines needing to be tracked.

These licence renewals, accounts, audits, and tax returns were owned by different people, with managers needing an overview. Deadlines were gathered manually in weekly meetings.

›

The solution

A short, easy form lets each owner submit the key information and select the relevant category.

The action dates flow automatically into an overall tracking spreadsheet, and calendar.

Automated reminders in calendars & email go to the right people at the right time.

›

The result

Removed 2 hours of deadline-tracking meetings every week.
Centralised the data for all to see and update easily.

Saved thousands of pounds in fines previously incurred from missed deadlines.

›

Also works for

Teams or projects juggling deadlines.

Insurance: six hours a week saved on working with call-centre data

• Jotform • Airtable

›

The challenge

Call-centre case data was copied by hand into complex, unlinked spreadsheets only one person understood.
Processing and analysis of data was lengthy and complicated. Cases could be missed and errors made in analysis.

›

The solution

Automation standardises, formats and sends the form data straight into Airtable.

Further database sorting makes the data easier for agents to process, in addition to overall analysis needed by management and clients.

›

The result

Around six hours saved each week, errors cut, and a system transparent enough for the whole team to use from agents to exec team.

›

Also works for

Survey responses and other form data needing formatting, routing or summarising.

Media monitoring agency: client media alerts without the expensive software

• RSS feeds • Airtable • Outlook

›

The challenge

Tracking news and social mentions for clients, but the off-the-shelf tool had become too expensive.

›

The solution

RSS feeds capture mentions, automation cleans and formats the data into Airtable, after checking for duplicates. Agents then process this clear data easily, with automation emailing each client the right alert.

›

The result

A far cheaper system, plus a searchable log of every mention and instant stats available from the data.

›

Also works for

Brand reputation tracking, competitor monitoring, or triaging any incoming stream.

Ecommerce: Order management – hours saved weekly with every order in one place

• Ecommerce APIs • Airtable • Notifications

›

The challenge

Order data was siloed across different systems and time-consuming to manage. Off-the-shelf tools were too complex and expensive.

›

The solution

A single database with dashboards and key views. Orders can be processed and monitored by key areas including stock to pick, fulfilment location or stage, or postage method.

›

The result

Hours saved and manual mistakes eliminated. The new central database also powers overall data analysis, previously impossible from data in separate systems.

›

Also works for

Ticket requests and customer questions arriving from many sources.