u/FiXYourCloud

Every agency has Airtable set up differently. Your "deals" table might be called Pipeline. Your "completed" status might be Closed Won. So a tool with pre-built reporting templates needs SOME way to handle the mismatch.

Two options I'm weighing:

• A: You drag-and-drop your actual fields onto template slots. ~20 min, full control.
• B: AI looks at your schema and proposes the mapping ("I think your Pipeline table is your Deals slot → confirm? Your Effort (hrs) field is your Hours → confirm?"). You review one screen, click through. ~3 min. AI bounded — can only propose field names that actually exist.

Which would you actually use? A or B, and why?

(16 yrs in SaaS, building something for the Friday-report pain — not selling anything.)

Little Backgorund, I am in the space for over 15 years, mostly worked with large scale customers where pain and tolerance for cost was very different.
I’m curious to know how you are handling monthly inactive users, PSL sprawl, procurement visibility to high and low usage per month of various licenses?

Do you guys build custom reports? Use to use optimizer or good old spreadsheets?
Also, how do you manage quarterly reviews as well?

Trying to understand if the pain point I had were real for people across various sizes or org and industry.