Ready-to-use resources

For agencies with recurring clients: estimate weekly workloads per team member, account for time off, and compare current commitments with one new client before promising a start date.

For your video or creative agency: record purchased packs, calculate credit usage from hours worked and AI costs for each deliverable, and see each client's remaining balance.

Create a draft contract and line items from opportunity notes, using catalogue services or free-form entries, then review everything in Airtable.

Send a deliverable link through Resend in an email matching your brand, and keep the send record in Airtable.

Find active deals with no open task, undated tasks and overdue follow-ups in Attio. Your assistant proposes corrections, then applies the ones you approve.

Enter a SIREN or SIRET in Airtable to fill in your French client's legal name and official address. The record updates when the identifier changes.

Estimate costs for your B2B services by uploading a supplier quote PDF. Airtable extracts its details and cost lines, which you can then edit.

From the Airtable client page, a button selects delivered services still to invoice and creates their Pennylane draft.

Build or improve Airtable bases, interfaces and automations. Audit existing solutions and check proposed changes.

A concise guide to connect Airtable’s official MCP server, verify access with fictional data, and safely complete your first controlled update.