LawBusiness Development

Airtable Inbound Request to Base Row

Built for Legal Business Development Teams.

Turn inbound request emails or form submissions into structured Airtable rows with the right linked records and owner, reducing manual triage for legal business development teams.

Why this matters

The manual work this replaces

BD coordinators paste inbound RFP and inquiry details into Airtable by hand, then chase down the right owner and link the related opportunity record.

What Caddi does

How the automation runs

  1. Airtable
  2. Microsoft Outlook
  3. Typeform

This process creates an Airtable row from an inbound request. It reads the inbound Outlook email or Typeform submission, extracts requester, organization, and topic fields, looks up the matching opportunity in the BD base, creates the row with the extracted fields and linked record, assigns the right owner from the firm's rotation, and replies to the requester with an acknowledgement.

Value created

What changes after Caddi

Creates the Airtable row, owner assignment, and links automatically so BD coordinators can focus on the response, not the data entry.

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See it on your stack

Want Airtable Inbound Request to Base Row automated at your firm?

Show us this workflow and we'll demo Caddi running it end-to-end on your tools.