The System - Built with Make.com & Airtable

A real, working automation system built for SMMA agencies. Here's exactly what's inside.

Everything in one place

A structured Airtable base with 4 connected tables - Clients, Projects, Tasks, and Reports. Built to give you full visibility over your agency at a glance.

Clients Table

Name, email, status, total value, contact history

Projects Table

Kanban view by status: Not Started, In Progress, Review, Completed

Tasks Table

Per project, with priority, due date, assigned to

Reports Table

Auto-populated every Monday with agency metrics

Airtable Tasks View - Project management interface showing tasks organized by project with priority levels and due dates

Tasks - per project with priority, due date, and assignment

Airtable Projects View - Kanban board showing projects organized by status: Not Started, In Progress, Review, and Completed

Projects - full Kanban view by status

Airtable Clients Gallery - Client contact cards displaying company information, email, phone, project assignments, and active status

Clients table - every contact, status, and project value in one view

12 scenarios running in the background

Built on Make.com, these automations handle the entire client lifecycle - from first contact to project completion.

Client Onboarding

First Follow-up

Second Follow-up

Third Follow-up

New Project Created

Project In Review

Project Complete - Client Mailing

Task Assigned

Task Due

Thank You - Finished with Client

Weekly SMMA Report Generator

Integration Airtable

Make.com Scenarios - List of all 12 automation workflows created in Make.com

12 active scenarios - each one handles a specific moment in the client lifecycle

Make.com Weekly Report Workflow - Automated scenario showing the steps and integrations for generating the weekly SMMA report

The full scenario flow - from trigger to final action

Every Monday. Automatically.

A fully automated HTML email report delivered to the agency owner every Monday at 8AM. Active clients, completed projects, projects in review, overdue tasks - all pulled live from Airtable.

Weekly Agency Report Email - Automated email showing agency metrics: 6 active clients, 6 completed projects, 1 in review, 6 overdue tasks

The weekly report - lands in the owner's inbox every Monday at 8AM automatically

Want this built for your agency?

Book a free 30-minute audit call. We'll look at your agency's workflow and discuss exactly what can be automated - no pitch, no obligation.