Airtable for social media managers

How to manage social media clients in Airtable

If you manage several clients, the hard part is usually keeping track of it all: one client's captions in a doc, another's approvals in email, and everything copied into a scheduler at the end. Airtable can hold all of that in one place. Give each client a base with one table of posts, and let Ninecast show their Instagram grid inside it and post each record on its date to every platform you connect for them.

Set up one base for each client

Start each client with their own base and one table where every record is a post. It keeps their work separate, and it is much safer when you share it with them. The fields you need are simple: a post name, a date and time, images or video, a caption, a status and the platforms it should go to.

You do not need to build this from scratch. Copy the free content calendar template on Airtable Universe once for each client, and the fields are already named the way Ninecast expects.

Give each client their own planner

  1. Create a planner for the client. Each one has its own link, so Ninecast runs inside that client’s base and we set it up with you.
  2. Choose the table their posts live in, and confirm which field is the date, the caption and the images.
  3. Connect that client’s social accounts to their planner, so their posts can only ever go to their accounts.
  4. Switch on Auto-post when the client is happy. Until then, nothing goes out.

Show clients the feed, and get approval in one place

Clients find it hard to picture a feed from a spreadsheet. With the grid inside the base, they can see next month the way it will look on their profile, built from the real posts. If they want something changed, they comment on that record, you change it, and the grid follows. You are no longer sending screenshots that are out of date by the time they reply.

One base per client, one live grid to show them, and posts that go out from the same records you planned them in.

Report on what worked

Once a post is out, its link is saved into its record, and for Instagram so are its results. At the end of the month you can filter to those dates, sort by reach or saves, and show the client what did best. The details are in how to track Instagram analytics in Airtable.

Comparing tools first? See the best social media planner for Airtable, or our guide to showing clients their Instagram feed before posting.

Questions that follow

How do I manage social media for my clients in Airtable?

Give each client their own base with one table of posts, then keep everything about that post in its record: date, caption, images, status and results. Ninecast adds a live Instagram grid inside each base and posts each record on its date to every platform that client has connected, so you do not need a second calendar in Buffer or Later.

Should each client have their own Airtable base?

Usually, yes. A base per client keeps their posts, files and comments apart, makes it safe to share with them, and means you can hand it over if they leave. In Ninecast, each planner reads one table, so a table per client works too if you would rather keep them in one base.

Can my clients see their Instagram feed in Airtable before it posts?

Yes. The Ninecast grid sits inside the base, built from the real records, so anyone you share the base with sees next month as a feed. They can leave a comment on the record they want changed, and you make the change in the same place.

Can I keep one client from posting while another is live?

Yes. Each client's planner has its own connected accounts and its own Auto-post switch, so nothing goes out for a client until you turn it on for them. One client's accounts are never mixed up with another's.

How many clients can I manage?

It depends on the plan. Creator covers 3 planners at $15 a month, and Studio covers 6 at $25 a month. A planner is one client's calendar, and each paid planner can connect every platform Ninecast publishes to. The free trial covers 1 planner, so you can try it on one client first.

Can I report results to clients from Airtable?

Yes. Ninecast writes each post's link into its record, and for Instagram its likes, comments, reposts, saves, reach and views. Filter the table to last month and the report is mostly done.

Do I need a paid Airtable plan?

No. Ninecast works on Airtable’s Free plan. Open your planner link, sign in with Airtable and choose the base and table your posts are in; Ninecast reads the records and posts them on their dates. On Free, Airtable allows 1,000 API calls a month per workspace, so Ninecast checks a free base less often to stay inside it.

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