Hi everyone,
We’re a creative/production agency and over the last few years we’ve progressively evolved from using Airtable as a simple operational tool into building a much deeper internal management system.
Today we have an ERP-style workflow in Airtable for Purchase Orders:
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Purchase Orders (POs)
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Invoice receptions
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Payment tracking
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Approval/payment status flows
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Linked operational and financial information
The system is working well operationally, but now we’re trying to solve the next layer:
connecting our Airtable PO system with the Google Sheets budget file of each project.
Each project has its own Google Sheets budget where production teams manage budget allocations and spending. What we want is to create a bridge between:
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structured financial/operational data in Airtable
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and the budgeting workflow inside Google Sheets
Our goal is:
when someone imputes/allocates an expense in the budget sheet, that expense should always be linked to an existing PO from Airtable.
We’re currently exploring architectures like:
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Airtable + Make + Google Sheets
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syncing PO allocations into project budget sheets
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using Airtable as the operational source of truth while Sheets remains the budgeting environment
The main challenges we’re thinking about are:
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syncing PO allocations into the correct project sheet
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handling updates/cancellations
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keeping the workflow flexible for production teams
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deciding how much financial structure should live in Airtable vs Sheets
I’d love to hear if anyone has built something similar, especially:
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ERP-style financial workflows in Airtable
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Airtable ↔ Google Sheets budget integrations
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operational + accounting hybrid systems
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PO/imputation workflows
And if anyone here works as an Airtable consultant or advisor and has experience with these kinds of systems, I’d also be very interested in connecting.
Thanks a lot!