Project Management
You already know what you want built in Airtable. The problem is finding the time to build it, maintain it, and keep it from turning into a mess as your team grows. Nacho's fractional specialists work directly inside your Airtable account, handling everything from base architecture to automation logic to ongoing data hygiene. This is not consulting or advice. It is hands-on execution by someone who works in Airtable every day.
What we do
Concrete work our fractional specialists take on inside your Airtable account. No vague promises.
Our specialists design base schemas tailored to your actual workflow, not a generic template. That includes choosing the right field types (linked records, lookups, rollups, formulas), setting up views for each team role, and documenting the logic so your team understands what they are looking at. The deliverable is a working base your team can use on day one.
We build Airtable automations using native triggers (record created, field changed, scheduled time) and connect them to actions in Gmail, Slack, Jira, or other tools via Airtable's built-in integrations or Zapier. Each automation is tested, labeled, and documented so you know exactly what fires and when. We also audit existing automations that have broken or stopped running correctly.
If your base has grown organically and now has duplicate records, mismatched field values, or tables that no longer serve a purpose, we audit and fix it. That means standardizing select field options, merging redundant tables, correcting broken linked record relationships, and archiving stale data without losing history. You get a base that reflects how your team actually works today.
We set up gallery views, grid views with conditional coloring, grouped summaries, and Airtable dashboard blocks (chart, summary, page designer) so stakeholders can see the data they need without digging through raw tables. If your plan supports it, we configure interface designer pages for non-editor users who need a clean read-only or form-based experience.
We connect Airtable to the other tools in your workflow using Zapier, Make (formerly Integromat), or Airtable's native sync and API integrations. Common connections include HubSpot, Salesforce, Typeform, Google Sheets, Notion, Slack, and project management tools like Asana or ClickUp. We map the data flow, build the integration, and test edge cases before handing it off.
We handle the full migration process: exporting data from your current tool (Excel, Google Sheets, Monday.com, Notion, or similar), cleaning it to match your new Airtable schema, and importing it without breaking relationships or losing field formatting. We also validate record counts and spot-check linked fields after import so you are not discovering errors two weeks later.
The handoff
During onboarding, your dedicated Client Success Manager reviews your existing Airtable setup (or your plans if you are starting fresh) and works with you to prioritize which bases, automations, or integrations to tackle first. That audit becomes the foundation of your Strategic Delegation Plan, a documented roadmap of what we will build, in what order, and why. Your specialist works directly in your account with the access level you set, and documents each workflow, automation, or structural change as it is completed. You review and approve before anything goes live in a base your team depends on. Ongoing support means your specialist is also available to fix broken automations, update field logic when your process changes, or expand a base as new use cases come up.
Use cases
A few of the most common workflows our team has deployed with Airtable.
When a prospect fills out a form (via Airtable Forms, Typeform, or Jotform), a new record is created in your CRM base and an automation sends a Slack message to the assigned team member with key field values. This replaces manual copy-paste from email notifications and ensures nothing gets missed.
A single intake form creates a parent record in a Projects table, which triggers linked task records to populate in a Tasks table with default assignees and due date offsets. Each department sees only their tasks in a filtered personal view, and a rollup field on the parent record shows overall completion percentage in real time.
Using Airtable's two-way sync or a Zapier step, changes to key fields in your Airtable base push automatically to a shared Google Sheet that a client or external stakeholder can view without needing an Airtable seat. This keeps internal data in Airtable while giving clients a familiar, read-only reporting format.
A scheduled Airtable automation checks for records where a due date is within 48 hours and the status is not marked complete, then sends a reminder email to the assignee and updates a follow-up field with the timestamp. This removes the need for manual check-ins and creates an audit trail of when reminders were sent.
When a qualified lead record is added to Airtable (manually or via form), a Zapier workflow creates or updates the corresponding contact in HubSpot and enrolls them in a sequence. Field mapping is configured so Airtable stays the source of truth for lead metadata while HubSpot handles outreach.
Talent Budget
Drag the sliders to build a monthly plan that fits your workload.
Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.
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Ready when you are
Book a discovery call and we will audit your current Airtable setup, identify the highest-priority builds or fixes, and give you a clear roadmap before you commit to anything. The first step costs you one conversation.