Operations · Workplace project
From enquiry to booking.
Airtable workflows connecting education-service enquiries, tutor matching and client communications.
Operations Associate · employed role, from July 2026
The brief
What needed to work.
A client journey crosses enquiry records, family information, tutor applications and staff decisions. The workflow needed to connect these stages while keeping matching and approvals with the people responsible.
My contribution
From the thinking
to the details.
- 01
Built and structured enquiry-to-booking pipelines in Airtable.
- 02
Organised reusable client and tutor communications, reminders and introductions.
- 03
Documented automation triggers, ownership, expected actions and verification status.
- 04
Designed an Airtable → n8n → Azure CRM integration with durable identifiers, retry controls and exception handling.
The project today
A clear picture
of the work.
The portfolio records delivered Airtable workflows alongside a separately designed CRM integration. The work demonstrates operational analysis, automation design and clear implementation documentation. The external CRM connection is at the planning stage.