Mindvalley Stories
Case Study · AI Mastery

A step-by-step plan became a working ad booking system for a whole company

An Airtable-based booking flow where ad slots vanish once taken and every department sees only the bookings it needs.

This student mapped out every step of how advertisers book space with their company, then built it. Personalised invitations, live availability, file uploads and separate views for eCommerce, graphics, warehouse and accounting all connect in one flow. It is a clear example of turning an everyday work process into a tool that runs itself.

Elvira Hosp
A professional at a Swiss health company who handles advertising bookings across several departments.
Advertising Booking Platform

Before

Advertising at their company came in many shapes: a monthly newsletter, web banners every 14 days, print ad placements four times a year and package inserts. Each format had its own limited slots, and several teams needed different pieces of each booking. Keeping customers, dates, files and payments lined up across eCommerce, graphics, warehouse and accounting was a lot to hold together.

“Customers only see the fields relevant to them, which are already pre-filled.”

In their own words

The turning point

In the program they broke the whole process into clear stages: booking, file upload, department views and an accounting overview. Writing each step down made it possible to build it, piece by piece, using Airtable forms and linked views. Small rules mattered, like hiding a slot the moment it is booked and never showing dates that have already passed.

“Dynamic Availability: Once a slot is booked, it will no longer be displayed to other customers.”

In their own words

After

Now customers receive a personalised email with a link to a pre-filled booking form. After booking, they get a second personalised link where they see only the fields relevant to them, upload their designs and pick their date. Behind the scenes, each department's view updates automatically, and accounting gets one overview of customers, formats and payment status.

What it lets people do

Customers can book an ad slot in a few clicks without double-booking anyone else. Each team inside the company sees just the work that belongs to them, with download links ready, so nothing gets lost between booking and publishing.

What they learned

Writing a process down clearly is most of the work of automating it. When each department's objective is spelled out, the tool can be shaped so that every person sees only what they need.

“Objective: Each department sees only the bookings relevant to their responsibilities.”

In their own words

See the work

Personalised upload form for ad files and publication dates
Branded booking form showing each advertising format

Advertising Booking Platform was built during AI Mastery.

Read the full submission
1. Booking Process - Customer Invitation: - Customers receive a personalized email with a link to the booking platform. - The link leads to a pre-filled form with their details. - Ad Formats & Availability: - Newsletter: Once a month, space for 2 bookings per date. - Web Banner: Every 14 days, space for 2 bookings per date. - Ad Placement: 4 times a year, space for 4 bookings per date. - Package Inserts: Once a month, space for 1 booking per date. - Dynamic Availability: Once a slot is booked, it will no longer be displayed to other customers. - Past Dates: Advertising slots for past dates are not displayed, even if they were still available. - Pricing: - Newsletter: CHF 500 - Web Banner: CHF 500 - Ad Placement: CHF 1,000 - Package Insert: CHF 300 - Booking Completion: - After completing a booking, the customer receives another personalized link to upload their files (e.g., ad designs or web banners). 2. File Upload - Personalized Upload Link: - Customers only see the fields relevant to them, which are already pre-filled. - They can upload their files and select the booked date. 3. Department-Specific Views - Objective: Each department sees only the bookings relevant to their responsibilities. - eCommerce: View for booked web banners, including download links. - Graphics Team: View for booked ad placements, including download links. - Warehouse (for package inserts): View for package inserts. - Automated Distribution: After booking and file upload, views are automatically updated. 4. Accounting Overview - Final Objective: An overview for accounting with all relevant details: - Customer, booked ad formats, price, and payment status. https://airtable.com/invite/l?inviteId=invKZARS0PKyFBbom&inviteToken=59ba58d2840fc73ab400522313f264e570c49375af16981c7df8689ce32651d3&utm_medium=email&utm_source=product_team&utm_content=transactional-alertshttps://airtable.com/invite/l?inviteId=invKZARS0PKyFBbom&inviteToken=59ba58d2840fc73ab400522313f264e570c49375af16981c7df8689ce32651d3&utm_medium=email&utm_source=product_team&utm_content=transactional-alerts

Written 21 January 2025 Submitted by the storyteller

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