Automate Airtable with Ottermation by Speak Toomey
Airtable is more than just a spreadsheet with pretty views—it’s a database that, when automated, becomes the beating heart of your operations. From tracking operational workflows to easily digestible dashboards, Speak Toomey builds Ottermation systems that turn Airtable into a hands-free, cross-functional platform.
Table of Contents
Pain Points
How We Help
Real Impact
Tech Stack
Pain Points
Airtable is a power tool—but many teams treat it like a glorified spreadsheet. Without automation, you get:
Stale records with missing or outdated info.
Too many clicks to update status, assign owners, or track progress.
Disconnected systems—data stuck in Airtable, while billing, reporting, or HR tools are siloed.
No alerts when something goes wrong or is overdue.
A smart database should work for you.
How We Can Help
Ottermation transforms Airtable into a proactive, connected backend. Workflows we've built include:
Form → Table → Workflow: Submissions (Tally, Google Forms, or internal) create new Airtable records, then trigger routing or notifications.
Field-based logic: When a record hits "Ready to Approve," auto-notify finance and move to the Approved view.
Two-way syncing: Sync Airtable with QuickBooks, Google Sheets, or your CRM to eliminate redundant updates.
Custom logic notifications: Pulls from custom fields and auto-sends custom emails or notification messages.
Airtable becomes your single source of truth—with zero babysitting.
Tech Stack
Core: Airtable, Zapier, Ottermation™
Forms: Airtable · Tally · Google Forms
Notifications: Slack · Gmail · Outlook
External Sync: QuickBooks · Google Sheets · CRMs
AI Add-ons: OpenAI for auto-labeling, summaries, and formatting
Ready to automate your finance flow?
Book a free 15-minute automation audit
Questions? Check our Apps We Automate hub or email support@speaktoomey.com.
