01
Pick or Create the Client
The macro fires from a keyboard shortcut. First decision: which client this campaign belongs to. Existing clients populate from the internal database. New clients flow into step 2.
Case Study · Campaign Kickoff
One Keyboard Shortcut. Every Record Created.
Five short dialogs spin up every record in about two minutes — Airtable, Stripe, Drive, Fillout, and email all linked.
Step by Step
02
New Client — Airtable, Stripe, and Drive in One Step
If it’s a new client, one dialog captures the essentials. The macro then creates the Airtable client record, the Stripe customer, and the client’s Google Drive folder simultaneously — all linked, all tied to the same ID.
03
Track Basics
Track-level info: artist, title, label. Contact pulls from the People table when a known label rep is already on file — otherwise add one inline.
04
Fee and Sub-Verticals
Fee in USD. Sub-verticals (DSP playlist, press, radio, social, DJ) determine which other workflows kick off — and which line-items show up on the invoice in the next step.
05
Confirm Invoice Line Items
Line items derive from the sub-verticals selected in step 4. One reviewable description per line — editable in case anything needs tweaking. Click create and the Stripe invoice gets drafted.
06
Stripe Invoice Live for Client
The invoice goes live at a Stripe-hosted payment URL. Card, Google Pay, US bank account, or bank transfer. The match-back info is already attached — when payment comes in, it links to the campaign record automatically, no manual reconciliation.
07
Kickoff Email Drafted, Ready to Send
Templated kickoff greeting with two links auto-inserted: the payment page (step 6) and the asset submission form (step 8). The operator reviews and sends — drafting is automated, the send is human.
08
Auto-Generated Asset Intake Form
A campaign-specific Fillout form gets created. The client can return to the same URL to add or amend submissions — no re-emailing, no version-of-version confusion. Branded to match Brain in a Vat Music Promotions; fields specific to this campaign.
09
Form Fields Specific to the Campaign
Inside the form: release details (artist, track title, label, release date), distribution IDs (ISRC, UPC, Apple ID, Spotify URI), genre, and release copy. Assets uploaded through the form auto-route to their proper folders on the agency’s Drive.
10
Campaign Record in the Internal Database
The campaign row exists in the internal database with every link already wired — client, Drive folder, contact, related records. Reporting, asset routing, and pipeline tracking all run off this single record.
