Connect to Airtable

Enter your credentials to get started — takes about 30 seconds.

First time? Setup instructions
1

Create your Airtable base

Go to airtable.com → + Add a base → Start from scratch. Name it Preston Works Hub.

2

Set up Outreach table

Rename "Table 1" to Outreach, rename "Name" to Organization. Add (all Single line text except noted):

Week · Type · Contact · Title · Email · Phone
Verified — Checkbox · Date Sent · Pipeline Stage — Single select (see step 4) · Follow-up · Notes — Long text

Pipeline Stage is the single source of truth for where a relationship stands. A retired Status field is read once by the backfill button and never written again — you can delete it from Airtable after backfilling.

3

Set up Expenses table

Add table Expenses, rename "Name" to Vendor. Add: Date · Category · Amount (Number) · Description (Long text) · Notes (Long text) · Has Receipt (Checkbox)

4

The Pipeline board

The Pipeline tab is a view of your Outreach table — no table of its own. It reads the Pipeline Stage field:

Pipeline Stage — Single select: New Lead · Pending Outreach · Sent · Responded · Meeting Scheduled · In Progress · Follow Up Needed · Client · Declined · No Response · Closed

Three toggle views split those values up: Live work (Client / Meeting Scheduled / Responded + In Progress / Sent + Follow Up Needed), Seeding (New Lead + Pending Outreach — the list for a slow day), and Closed (Declined / No Response / Closed).

The drill-in timeline is built from dated lines in that record's Notes — one per line, newest first, formatted 2026-07-24: what happened. Undated text shows as Background instead of being dropped.

5

Optional: Client Portal tables

Clients: Name · Email · Phone · Service · Status · Start Date · Notes (Long text)

Projects: Client Email · Title · Status · Description (Long text) · Milestones (Long text) · Start Date · Due Date · Files (Long text)

Invoices: Client Email · Invoice Number · Description (Long text) · Amount (Number) · Due Date · Paid (Checkbox) · Date Paid · Notes (Long text)

Messages: Client Email · From Email · From Name · Message (Long text) · Timestamp · Is Read (Checkbox)

Mileage: Date · From · To · Purpose (Long text) · Miles (Number) · Rate (Number) · Notes (Long text)

6

Get your Personal Access Token

Go to airtable.com/create/tokens → Create token. Scopes: data.records:read + data.records:write. Choose your base. Copy the token (shown once).

7

Get your Base ID

Open your Airtable base. In the URL: airtable.com/appXXXXXXXXXX/... — copy the part starting with app.