Overview
Airtable is a great DIY CRM until you have 40 notes on a deal and can't remember where you stand. This Make scenario watches the Notes table, gathers all notes for the parent deal, and updates a single 'Current state' field with a Claude-generated summary. Open any deal, know exactly where things stand in one paragraph.
How it works
- Trigger: any new row in the Notes table.
- Fetch all notes for the linked deal ordered by date.
- Claude summarizes: current status, blockers, next action, decision-maker sentiment.
- Write back to the deal's 'Current state' field.
Benefits
- Zero mental overhead to context-switch between deals.
- Handoffs to teammates are instant — the summary IS the briefing.
- Weekly reviews take minutes, not hours.
Use cases
- Founders / consultants running deals in Airtable.
- Agencies where account owners rotate.
- Recruiting teams tracking candidate pipelines.
Step-by-step guide
Step 1: Add the field
Deal table: 'Current state' (long text, AI-generated). Not user-editable.
Step 2: Watch Notes creation
Trigger only on new notes, not edits. Batch-edit updates fire another module.
Step 3: Aggregate context
Pull last 20 notes for the deal, ordered by date. Include your own tags/labels.
Step 4: Prompt Claude
'Summarize the current state of this deal in one paragraph. Emphasize blockers, decision-maker sentiment, and the next step.'
Step 5: Update the deal
Idempotent — always overwrite. Include a timestamp at the end.
Example
'Current state (updated 2026-06-13): Waiting on CFO sign-off after positive VP demo on 6/10. Blocker is procurement's SOC2 review — Alex asked us to send the report by Friday. Next: send SOC2 + set a check-in for 6/17.'