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Our agency will build an airtable project management system for teams
Top 5 Notion Consulting Partner, Certified Consultant
The Optimal Flow is a consulting agency at the intersection of systems, automation, and AI. We design scalable operations in Notion and across your full stack, turning scattered processes into structu...
Vetted by Fiverr Pro
TheOptimalFlow was selected by the Fiverr Pro team for their expertise.
Vetted for
Project Management
About this Gig
Vetted Pro
Hi! We are The Optimal Flow, a technology consulting firm with 5+ years of experience building Airtable systems that teams still use after month three.
Why choose us?
Most Airtable bases start clean and turn into a spreadsheet with extra steps: fields nobody fills in, views nobody opens, and a team that quietly goes back to email. We design around how your team already works, so there are fewer fields, better views, and automation that removes steps instead of adding them.
Who we help:
- Teams whose projects live across a chat thread, a spreadsheet and someone's memory
- Companies that need visual tracking their leads will actually open
- Organisations that want reporting without asking anyone for a status
What you'll get:
- A complete Airtable project management system, built around your process
- Timeline and Gantt views, plus the reporting your leads actually need
- Automation for task assignment, status changes and reminders
- Integrations with Slack, email and the tools you already pay for
- A walkthrough so your team owns it, and documentation for whoever joins next
We rank #6 worldwide among Notion Certified Partners.
Domain:
Programming & Tech
Industry:
Financial services
•
Real estate
Language:
English
•
French
•
Spanish
Clients We’ve worked with
Roche
Health Organization
Training in Notion, as well as building spaces for the Digital Innovation team.
Mar 2024
FAQ
What's included in Airtable project management setup?
Complete project management system with task tracking, team collaboration, resource allocation, timeline management, reporting, and integrations with communication tools.
Can you customize Airtable project workflows?
Absolutely! We create custom workflows, automations, templates, and views tailored to your specific project management needs and team processes.
Airtable or Notion for project management?
Airtable if you need real reporting, relations between tables and more than 20 people touching data. Notion if documentation and async work matter more. We tell you which fits your case on the call, not the one we prefer to build.
What do you need from us before starting?
Admin access to your Airtable, an export of whatever you use today even if it is a spreadsheet, and 30 minutes to hear how the team actually works, not how it is supposed to.
What if the team does not adopt it?
That is the real risk, which is why training is included in all three packages. We design for the least friction possible: if a field does not fill itself and nobody needs it to decide something, it does not go in.
Reviews
1 reviews for this Gig
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Rating Breakdown
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- Quality of delivery
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djung0725
United States
Guillermo was very pleasant to work with. He was communicative and made sure everything was truly ready to be delivered before finalizing the project. I wish I had someone like him on our team full-time! Would definitely recommend others to work with him :)
$1,000-$2,500
Price
3 months
Duration
Helpful?
Reviews
1 reviews for this Gig
| (1) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
D djung0725
United States
Guillermo was very pleasant to work with. He was communicative and made sure everything was truly ready to be delivered before finalizing the project. I wish I had someone like him on our team full-time! Would definitely recommend others to work with him :)
$1,000-$2,500
Price
3 months
Duration
Helpful?
