This seeded agency workspace mirrors Airtable metadata: every table, field type, select option set, and linked-record connection is shown so the later recommendations stay grounded in the actual model.
Linked-record fields define how the workflow moves between tables.
4 links · 5 tables
Projects
Clients
Tasks
Projects
Requests
Clients
Approvals
Projects
Inspect the base table-by-table, then jump into each field list.
Clients
5 fieldsClient contacts and account segmentation for the agency.
6
records · 2 linked
Projects
8 fieldsActive and historical delivery work tied to each client.
7
records · 3 linked
Tasks
6 fieldsOperational task tracking for project work.
8
records · 1 linked
Requests
7 fieldsIncoming client asks before they become scoped project work.
6
records · 1 linked
Approvals
6 fieldsClient-facing approval history for key deliverables.
5
records · 1 linked
Client contacts and account segmentation for the agency.
5 fields · 6 records
Name
PrimaryCompany
Tier
Status
Active and historical delivery work tied to each client.
8 fields · 7 records
Name
PrimaryClient
Links to Clients (single record)
Owner
Intentionally plain text to surface owner normalization issues.
Status
Start Date
Due Date
Budget
Priority
Operational task tracking for project work.
6 fields · 8 records
Title
PrimaryProject
Links to Projects (single record)
Assignee
Intentionally plain text instead of collaborator.
Status
Due Date
Estimated Hours
Incoming client asks before they become scoped project work.
7 fields · 6 records
Title
PrimaryClient
Links to Clients (single record)
Category
Intentionally free text to trigger category normalization checks.
Description
Requested Date
Status
Attachment
Client-facing approval history for key deliverables.
6 fields · 5 records
Deliverable
PrimaryProject
Links to Projects (single record)
Approver Name
Decision
Notes
Date