Etieno Udobot

Project : Automated Airtable Marketing Dashboard with Role-Based Interfaces Built an end-to-end marketing campaign management system in Airtable with custom automations to support task tracking, campaign monitoring, and team coordination. The system includes 6 connected tables, dynamic role-based interfaces, and automated workflows that notify project managers of new submissions, alert team members of assigned tasks, and track status updates in real time. It also includes formula fields that calculate key metrics such as ROI, total tasks per campaign, task progress, and overall expenses. This setup improves visibility, reduces manual follow-ups, and ensures campaigns move efficiently from intake to review. Skills Used : Airtable • Interface Designer • Automation Setup • Workflow Design • Campaign Management Campaign Table : Overview of all marketing campaigns, including client name, start and end dates, budget, and current status, designed for clear tracking and project visibility. Overview of Rollup Fields The Campaign Table features calculated fields that provide real-time insights into each campaign: Total Spend, Total Tasks, Completed Tasks, and Task Progress. These values are automatically generated using rollup and formula fields, giving project managers a clear snapshot of performance and workload at a glance. Visual Breakdown of Campaign Spend and Task Progress with Rollup Field Formulas Total Amount Spent: Rollup field that auto-calculates total campaign expenses using SUM(values) from linked records. Total Tasks: Rollup field that counts all tasks linked to a campaign using COUNTA(values) Completed Tasks: Rollup field that sums completed task values using SUM(values) for real-time progress tracking. Visual Breakdown of ROI and Task Progress Using Formula Fields Task Progress: Formula field that calculates percentage of completed tasks for each campaign, providing a clear view of progress at a glance ROI (Return on Investment): Formula field that calculates and displays the campaign’s return on investment as a percentage, helping evaluate overall performance quickly. Task Table Grouped by Status for Clear Workflow Management The task table organizes records by status, displaying key details such as task description, due date, assignee, and completion status. Overview of Expense, Performance, Submissions, and Team Table Expense Table Submissions Table Performance Table Team Table Interfaces & Workflow Campaign Management Interface – Read-Only View This interface helps the project manager track all marketing campaigns at a glance. Campaigns are grouped by status such as Planned, In Progress, Completed, or On Hold. It shows key details and progress updates in a read-only format for easy reference. Campaign Submission Form Team members can easily submit new campaign details, including client name, budget, and timeline, using this structured form. Automation to Alert PM of New Campaign Submission This automation sends an email to the project manager when a new campaign form is submitted. The project manager receives a notification email with a link to view the submitted campaign in the pending campaigns view. Pending Campaigns Interface – Project Manager Editable View An editable Interface filtered to show only pending campaigns. Project managers can assign tasks and assign team members directly from this view for smoother workflow management. Workflow: How Project Managers Assign Tasks in Airtable A simple form allows the PM to fill in task details and choose a team member to assign it to. Project managers can click into a campaign record to start assigning a new task. The filled form shows all task details and the selected assignee, ready for submission. Automation to Update Campaign Status After Task Assignment This shows the trigger conditions for the automation. It runs when a campaign is still marked as Pending and a team member has been assigned. This screenshot shows the automation action that updates the campaign status from Pending to Ongoing once a task is assigned. Task Overview Interface – PM Read-Only View This interface gives the project manager a high-level view of all tasks in Kanban format, grouped by status. It's read-only, allowing PMs to monitor progress without modifying individual task details. Automation to Alert Team Member When a Task is Assigned This automation sends an email to the assigned team member when a task enters the "Not Started" view, notifying them of the new assignment. Email notification received by the team member, including a link to the task interface. It alerts them that a new task has been assigned and is ready to begin. My Tasks Interface – Team Member Editable View An editable Kanban view filtered to show only tasks assigned to the current user. Team members can drag tasks to update status and click into tasks to make submissions or add updates. Workflow: How Team Members Submit Tasks The filled form includes task details and a link to the completed work, making it easy for the project manager to review. Team members click on the task record to open the submission form after completing their work. Automation to Notify Project Manager of Submitted Tasks for Review This shows the automation setup that triggers an email notification to the project manager when a task is submitted. This shows the received email alert with a direct link to the task review interface, helping the project manager quickly access and assess the submission. Interface for Project Managers to Review Submitted Tasks This filtered Kanban view shows only tasks marked as done but not yet approved. Project managers can review each task, leave feedback for revisions, or approve the submission directly from this interface. Workflow: How Project Managers Review and Approve Submitted Tasks Project managers can click into any completed task to view the submission and add comments if it needs changes. "Send Back" button used by the project manager to return a submission for revision. Clicking the button updates the task status to "In Review," notifying the team to make necessary changes. This view shows the full submission details, where the manager can approve the task by checking the approval box. Automation to Notify Team Member of Task Sent Back for Review This shows the automation that sends an email to the assigned team member when a task is sent back for revision by the project manager. This shows the email notification received by the team member, with a direct link to the task review interface to make updates and resubmit. Interface for Team to Resubmit Tasks After PM Review This kanban view shows all tasks currently under review. Team members can open any task, make necessary updates, and resubmit their work for the project manager to review again. Expense Submission Form Interface This form allows users to add new expense records by selecting the campaign, specifying the expense type, amount, and date .It simplifies expense tracking by linking each record directly to its campaign, ensuring organized and easy-to-manage financial data. Expense Tracker Interface - Read Only This interface displays all expenses organized by campaign, showing key details like expense type, amount, and date for easy monitoring and management. Campaign Performance Dashboard This interface gives a clear view of each campaign's performance, combining a bar chart that displays ROI and a detailed list of campaign metrics including clicks, impressions, and conversions. While this is a sample project with manually added data, tools like Zapier, Make, or custom APIs can be used to connect Airtable with platforms like Stripe, PayPal, or Shopify to fetch revenue data automatically. Similarly, Airtable can be connected to social media platforms to retrieve real-time data on impressions and clicks.