Digital Ad Agency Boosts Workflow Efficiency By Over 90% with Trusted Airtable Consultant
In this case study, we share how Green Line engaged with our Airtable Consultants to automate their core project management workflows.
Green Line Automotive is a tech-enabled automotive digital ad agency offering custom digital advertising solutions for OEMs and automotive dealers. Their technology powers intelligent bidding and content for PPC, display, video, social, and SEO for dealerships.
Introduction
Green Line had previously used Airtable for basic project and customer relationship management, but struggled with manual data entry, limited automation, and a lack of comprehensive understanding of Airtable’s capabilities within the team.
To move their implementation forward, they decided to hire an Airtable Consultant to guide their project. The goal for our Airtable Consultant was to help each team implement automation to streamline their marketing project management workflows.
Green Line’s efforts to date, including basic database integrations and limited email automation, left them facing many challenges related to creating a centralized source-of-truth that connected their sales, account management, and operations teams.
Problems to solve
- Excessive manual data entry for every new client project
- Integration issues between CRM and project management databases
- Challenges with technicalities of project management automation
- Limited knowledge of Airtable features and ability to build on their own
Solutions created
- Implemented streamlined intake system for new client projects
- Integrated project management systems for multiple business units
- Built automated task builder to schedule project timelines dynamically
- Trained client team on Airtable features to build internal skills
Outcomes achieved
- 93% reduction in time spent creating tasks for new projects (from 4 hrs monthly to 20 mins)
- Fast, error-free client onboarding through beautiful client intake / onboarding forms
- Unified project management views that keep all teams informed on responsibilities
- Standardized yet dynamic project plan templates to automate project scheduling
Learn more about Green Line Automotive
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