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Dashboards and reporting on Airtable

Monday’s numbers. Without the Sunday scramble.

We build Airtable dashboards that pull from every table and keep themselves current, so you stop rebuilding the same report by hand.

Free audit. Two-minute form.

Example interface, illustrative data
Active clients122 onboarding
Proposals out41 due back today
Overdue invoices2Reminders sent
Leads this week7All replied to
Needs your attention
Approve Kettle & Co proposalNeeds you
Oakline invoice, 9 days overdueReminder sent
Fernhill kickoff booked for ThursdayOn track
Friday summary draftedAutomated

Sound familiar?

If the report takes a weekend, it isn't reporting. It's a chore.

  • “Three tools, three versions of the same number.”
  • “I rebuild Monday's report every Sunday night.”
  • “I can't tell which numbers to trust.”

What goes on the screen

One screen per role, showing only what that person needs.

  • Numbers that stay current
    KPIs recalculate as your team works. Nothing is copied into a slide.
  • A next step on every row
    Each item shows an owner and what happens next, not just a total.
  • Weekly summary, sent for youAutomated
    Drafted from live data and delivered on schedule, ready for you to review.
  • From number to record
    Click a figure and land on the records behind it, so you can see why it moved.

One definition per number.

We agree what each metric means before we build. After that, it means the same to everyone.

How we work

Five steps. Watch your workflow move through them.

01

Map

We sit with the people doing the work and trace every handoff, copy-paste and workaround. Not the process on paper, the one that actually happens.

You get

A workflow map and a ranked list of what to fix first.

Takes

1–2 days

Your record’s status

Mapping

Yours to keep

You own it. The base, the automations, the docs.

No lock-in. Your team can run it without us, and we’re still around if they’d rather not.

When a spreadsheet is enough

Not every team needs this yet. If a shared sheet still works for you, we’ll say so on the call.

What founders say about working with us.

Proof from client reviews, trimmed for length. Open any one to read it in full.

Delivered in 3 days

“My problem persisted for 6 months until Create Workflow came and delivered the project in 3 days.”
Verified clientFounder · Tech Startup

They teach, not just build

“They coach. They teach. They challenge your assumptions.”
Verified clientCEO · Digital Agency

Root causes, not patches

“Rather than patching issues, they look at root causes. Rather than adding complexity, they search for simplification.”
Verified clientFounder · E-commerce Brand

Straight questions

Quick answers.

Where do the numbers come from?

From your Airtable data first, plus other tools we can connect. We agree what each number means before we build, so everyone reads it the same way.

Can reports go out automatically?

Yes. Weekly summaries can be drafted and sent on a schedule, and you can review them before they go out.

Do I need clean data first?

No. Tidying it is part of the build, and the blueprint shows you what changes before anything is touched.

How long does it take?

Most builds go from first call to launch in two to three weeks. Scope sets the real date, and you approve it first.

How much does it cost?

It depends on scope. On the free call we map which numbers matter, so you leave knowing what it would take.

Get your Sunday back.

Tell us which report eats your weekend. We'll map how to make it build itself, free.

Book a call