An Airtable system connected to Slack to coordinate clients and Customer Success managers
Freedom Business Mentoring needed to connect client and Customer Success manager information with its Slack channels. The Airtable system and its automations were configured, and assignments and messaging were tested during handover.
The starting point.
The team needed to connect client follow-up with the Customer Success managers responsible and the corresponding Slack channels. Assignments and communications required consistent team data and connections, including in private channels.
How we did it.
Airtable tables and interfaces were configured, with Make connections to coordinate clients, managers and Slack channels. During handover, the webhook formula was corrected, manager assignments were tested and a user connection was configured to send messages to private channels.
What changed.
Centralised information
Airtable tables and interfaces configured for client follow-up.
Assignments tested
Successful tests of adding CSMs to existing Slack channels.
Working messaging connection
A user connection configured and tested for sending messages to private channels.
Automations reviewed
Webhook correction and functional tests during handover.
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