Customer Ops · WhatsApp + Airtable

WhatsApp + Airtable Client Orders System

Customer requests scattered across WhatsApp with no structured pipeline.

All projects
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.