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How should you structure an Airtable database for client information (bases vs. rows)?

1:04:03From the June 3 call · MCP Connectors, Custom Portals, and AI Tax Workflows in Practice

One member shared their Airtable structure: multiple bases organized around Companies, Contacts, and Communications as the core tables. Every contact ties to a company (e.g., a married couple tied to a household "company" record, or a business entity). Communications come in via Fireflies. They also track leads, proposals, tasks, and client-uploaded documents in Airtable, with a prettier front-end app for the team to work from while Airtable holds the backend data. They cautioned that it's easy to build the database the wrong way early on, which then affects everything downstream, so some restructuring should be expected as the system evolves.

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