Turn deal intake into ready-to-run campaigns , automatically
A rapid-delivery grocery and retail logistics company runs its retail media business on Airtable: deal intake and tracking, AI-generated deal summaries pushed to Slack, campaign planning and supplier briefing, and invoicing reconciliation, all in one connected base covering 61 placement types across roughly 250 deals.
The problem
Retail media deals ran on manual data entry from intake to supplier briefing to invoicing, with no shared view of deal terms across 61 placement types. Commercial and marketing teams wrote summaries by hand for roughly 250 deals in flight.
What they built
Commercial and Marketing built one Airtable base that tracks every deal from intake through briefing, planning, and invoicing, with linked records so nothing is re-entered. AI writes a chat-ready summary and posts it to Slack the moment a deal is entered.
The outcome
Deal intake, supplier briefing, and invoicing now run on one connected system instead of scattered spreadsheets. AI summaries save an estimated five minutes per deal across roughly 250 deals a cycle, and category management, content, and legal read the same live record.
Inside the solution
Content Production and Supplier Briefing Automation
Marketing & Campaign Operations
- Deal intake and tracking
- AI-generated deal summaries to Slack
- Campaign planning and supplier briefing
- Invoicing and financial reconciliation
- Manual data entry friction across deal stages
- Lack of shared visibility into deal terms
- Latency handling large, growing datasets
- Five minutes saved per deal via AI summaries
- Reduced manual administrative work
- Centralized source of truth for 61+ placement types
- Content Marketing
- Legal
- Category Management
- Slack
- A commerce CMS platform
- Looker
Content Production & Supplier Briefing Automation
Run retail media deal intake, supplier briefing, content production and invoicing reconciliation on one connected set of records, so the terms a supplier is briefed on are the same terms finance reconciles against. Airtable AI drafts the chat-ready deal summary the moment a deal is entered and writes the supplier brief straight from the deal record, while automations open the brief at intake, advance it on approval, and email a weekly digest of open briefs, pending approvals and disputed invoices.
From manual write-ups to an automated deal pipeline
Copy the templates
Centralize deal intake
Automate the summaries
FAQ
Frequently asked questions
Each placement type is a linked record with its own fields for terms, dates, and briefing documents, so the base scales by adding records, not by building separate systems per placement type.
An AI step that reads the deal record and posts a chat-ready summary straight to Slack, saving an estimated five minutes of manual write-up per deal across roughly 250 deals a cycle.
Briefing documents and invoicing both link back to the same deal record, so the terms a supplier is briefed on are the same terms invoicing reconciles against, with no re-entry in between.
Spreadsheets could not keep deal terms, briefing status, and invoicing in sync as deal volume grew. A connected base gives every team the same live view instead of reconciling separate files.
Yes, for the deal summaries. AI generates a chat-ready recap from the deal record and pushes it to Slack automatically, which is the core time-saving step in this workflow.