Customer Ops · WhatsApp + Airtable
WhatsApp + Airtable Client Orders System
Customer requests scattered across WhatsApp with no structured pipeline.
WhatsApp BusinessAirtableMake
Analysis
Mapped where requests came in, who owned them, and where they were lost between chat and delivery.
System built
WhatsApp-integrated Airtable system capturing requests, status, source, and ownership.
Before
Requests buried in chat threads.
After
A structured pipeline with status and ownership on every request.
Business outcome
Reduced response time and improved lifecycle visibility for incoming customer work.
Customer outcome
Customers experienced faster acknowledgement and consistent updates on their requests.
Takeaway
Wherever customers talk to you, that channel needs a pipeline behind it.