Organize your agency's clients, projects and invoices
Bring client, project and billing spreadsheets into linked tables and ask in chat how operations are going.
Give recurring files a home
Start with a client export or project spreadsheet. Choose a structure and review records. Add project or billing tables when those records need to be connected.
Review the relationships
Check that each project or billing record links to the right client. Similar names and missing identifiers can create ambiguity. Confirm only after reviewing the proposal.
Work with the team
Invite members within plan limits. Use filters and views to find records and request queries and charts through chat. Rules can help validate dates or required fields.
Understand this workflow's limits
This is an internal operations workflow, not a promise of automatic advertising data collection. If you only need a campaign report or scheduled synchronization, consider a tool designed for that task.