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Airtable & Make opportunity pipeline

A private operating system connecting approved opportunity intake, qualification, review decisions, and project handoff.

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One controlled path from intake to delivery.

OPERATING VIEWOne Airtable pipeline

Owner-approved intake, opportunities, activities, exceptions, and project handoffs remain visible in one operating view.

ROUTING CONTROLSFour tested outcomes

The Make router handles valid, duplicate, invalid, and owner-review paths without automating applications or messages.

DELIVERY HANDOFFScope and acceptance retained

Won work becomes a project only after handoff approval, with the accepted scope, criteria, and next milestone saved.

Approved records enter one operating view.

New opportunities are validated and given stable keys before they move into qualification, decision, or exception states.

Duplicates and exceptions stop cleanly.

The connected Make router separates valid, duplicate, invalid, and owner-review outcomes instead of treating every record as a success.

External actions remain deliberate.

Applications, messages, and spending stay manual. A project handoff is created only after the opportunity is won and explicitly approved.

Bring your operating workflow into one clear path.

SM Systems builds Airtable operating views, Make routing workflows, review queues, and controlled handoffs around the way a business already works.

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