Client Review & Report Automation
260+ client reviews, each report written in one click
A financial advisory firm ran its client reviews in spreadsheets and built every report by hand. I moved it onto Airtable and automated the yearly cycle: last year's answers carry over, reminder emails collect what is missing, AI writes the review report in one click, and quarterly scorecards are created for every active client in one batch.
By Jin Longyu·Published
The context
Spreadsheets everywhere
Client data sat in separate sheets, with no single record per client.
Chasing answers by email
Each review needed information from several people.
Reports by hand
Every report and slide deck was put together manually.
How I built it
One base for the firm
Clients, reviews and scorecards in one Airtable base, with simple interfaces for the team.
Self-running yearly review
Last year's answers are copied in, then requests and reminders go out automatically until everything is in.
One-click report
An Airtable AI step writes the review report from the collected answers.
Batch runs
Quarterly scorecards are created for every active client at once.
Rolls over
A finished review sets up next year's.
Airtable
Make
