We are a small content site that need a way to keep track of contacts which we use to interview for article research in our writing process. On most articles we try to find an expert and interview them about the specific topic. The goal here is to keep track of people we’ve interviewed so we can reuse them and also make sure we’re not stepping on each other’s toes and emailing the same people at the same time.
Right now we are tracking in various spreadsheets individually and we have to check with everyone if they have contacts or who is talking to who and when.
Contact Table - captures key contact info, tagging based on expertise, display last time we talked
Interactions Table - log all the interactions we have with the contacts in above table
We want to maintain a good list of experts we’ve worked with over the years so we can tap them again if there is a good match for a future article. We also need an easy way for our writers to add people and ensure that the data they enter is complete and doesn’t result in any duplicates.
It would also be nice to be able to track multiple people who all might work for the same organization (so if emails are firstname.lastname@example.org, email@example.com, firstname.lastname@example.org: we’d show on joe’s record that interactions with max and mary because we’ve related them because their emails all end in @cnn.com)
I currently have three writers that interview different experts in various topics. I also email people from time to time. I would like to have a way to manually enter a interaction (in person, phone call, video interview, featured in blog post).
The part I’m having a hard time with is automatically logging emails. I want a zapier integration so that if anyone emails them or receives an email, it adds a record to the interaction log, but ONLY if they already exist in our contacts table.
For people we email and receive emails from, which are not in our contacts table, the emails would never be recorded in the interactions table at all.
First and foremost I want to keep this simple and very lean
Want an easy way for people to manually enter in new contacts
Needs some logic to make sure we don’t enter duplicates and data entered is good
Want a limited access for my writers to not be able to alter main elements of this setup
Also would be looking at your recommendations for better usability and functionality
I am Dimitris and I use Airtable to develop business solutions for business management. I use the platform at the last five years while I have already worked in for an educational organization in Greece for the development of the whole business resource and operations planning.
I read very carefully your case study and I thought some ideas to improve your processes through automations and develop an effective Airtable system for your business. If you want to discuss deeper about the solutions we can develop, please fell free to text me. Furthermore I can show you my previous projects.
I’m the founder of AirOps Consulting and we are a full-service Airtable consulting company. We’ve worked with many marketing teams to keep track of contacts and interactions for their writing and research process. I’d love to speak with you over a Zoom call and learn more about your project. You can book a time with me here: Calendly - Cherry Yang