The Cape Agency

Who are they?

The Cape Agency is an HR consultancy based in the US, transforming how businesses manage their most valuable asset - their team. They're a tech-savvy bunch that are always keen to use clever automations & integrations that help them to implement the most efficient strategy, both internally as well as for their clients.

What they needed

What I used to do it

The Challenge.

Barak got in touch with me to discuss a Typeform project, where the responses were also sent to Airtable. Not only did the Typeform need to collect relevant information from the user by having several different conditional logic paths, but the Airtable base then needed to be built in a way that Barak & the team could:

  • Monitor & report on sales for the quarter
  • Ensure no two ads in the same magazine issue were too similar
  • Make sure the right people in the editorial & print process were signing off on what they needed to at the right time

The Result.

The solution was made up of three major milestones. The first was to build & test the Typeform, making sure that each path connected to the correct next question, depending on the answer the user submitted. The form also needed to calculate the cost of the advert and the number of subscribers who would see it, based on which issue the business was choosing to place an advert in. Sounds simple so far, right?

Once the Typeform logic was all signed off, I set to work on the Airtable. The base which acted as a backend to this make-shift CRM system needed a table with a column for every possible answer in the Typeform – the user filling it in would only see 5 or 6 questions, but there were a tonne of potential combinations, which meant this table turned out to be pretty wide. There were also various formula fields which were needed to help build the frontend sales report figures, and a couple of Airtable automations that were moving the data from one table to another for it all to work well for the team.

Typeform & Airtable’s native integration was used to pass the data through to the base, so no need for Zapier on this occasion. Once all the data was populating in the right places, it was time to create a clean front end experience for the team at The Cape Agency, using Airtable’s lovely interfaces feature. This meant that that no one had to view any OTT data, and they could see what was most important to them.

I helped The Cape Agency with...

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