Challenge:
The team was using fragmented tools to run community events, leading to incomplete data, missed invites, and manual processes that slowed growth.
Solution:
We rebuilt their Airtable from the ground up—normalizing Contacts, Companies, and Events, migrating 11,000+ records, and deduplicating everything with smart automations. Event invites were fully automated using Luma and prefilled JotForms. We also added Chrome and Airtable extensions for bulk invite workflows, Google Calendar syncing, and integrated Gmail + Kit sequences. Finally, we powered up their reporting with Power BI dashboards and scannable QR badge short links.
Outcome:
The team reclaimed dozens of hours each month and now has end-to-end visibility into their community pipeline. Outreach is faster, RSVP tracking is more accurate, and the entire system is built to scale with growth.
Effortlessly Track, Optimize and Automation your Business Processes
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