Files
tolaria/demo-vault-v2/task-25q1-17.md
Test b3126044e8 refactor: flatten vault structure — simplify migration API and flatten demo vault
- Simplify flatten_vault API to return usize instead of MigrationResult struct
- Add KEEP_FOLDERS: attachments/ and _themes/ alongside type/, config/, theme/
- Use HashSet for collision tracking in unique_filename
- Update wikilinks from path-based [[folder/slug]] to title-based [[slug]]
- Clean up empty directories after flattening
- Flatten demo-vault-v2: move all notes from type-based subfolders to root
- Update smoke tests for flat vault structure
- Remove migrate_to_flat_vault from repair_vault (one-time migration only)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-15 23:40:47 +01:00

1.8 KiB

aliases, Is A, Belongs to, Status, Owner
aliases Is A Belongs to Status Owner
Set up new Airtable base for 2025 sponsors
Task 25q1 Done person-luca-rossi

Set up new Airtable base for 2025 sponsors

The 2024 sponsor tracking lived in a combination of Google Sheets and email threads, which became increasingly unwieldy as the sponsor roster grew past 10 active accounts. For 2025, the decision was made to migrate sponsor relationship management to Airtable, which provides better views, filtering, and automation capabilities without the overhead of a full CRM.

The Airtable base needed to track the full sponsor lifecycle: lead, outreach, proposal, negotiation, contract, active, renewal, and churned. person-paco-furiani would be the primary user, so his workflow needs shaped the design. The base also needed to integrate with the analytics dashboard created in 24q2 to pull in sponsor performance data automatically.

Acceptance criteria

  • Design the Airtable base schema with tables for sponsors, contracts, payments, and communications
  • Migrate all active 2025 sponsor data from the existing Google Sheets
  • Set up views for person-paco-furiani: pipeline board, renewal calendar, payment tracker
  • Create automations for contract expiry reminders (30 days and 7 days before)
  • Train person-paco-furiani on the new system

Notes

  • The migration took about a full day, but person-paco-furiani reported immediately that the pipeline board view alone saved him 30 minutes per day compared to the spreadsheet.
  • The automated expiry reminders prevented a near-miss in March where a renewal conversation would have started too late without the 30-day alert.
  • Connected to the broader 2025-reach-22k-mrr goal by improving the operational efficiency of sponsor management.