How to Build a Notion & Airtable Template for Tracking Brevo Client Work and Campaigns

Introduction

Managing Brevo (formerly Sendinblue) client projects can quickly become a maze of emails, automations, and performance metrics. A well‑structured template in Notion or Airtable gives you a single source of truth, improves collaboration, and saves hours each week. In this guide we’ll walk you through the exact steps to create a versatile template that tracks client details, campaign schedules, deliverables, and results—all without writing a single line of code.

Why Use Notion or Airtable?

• Flexibility: Both tools let you customize fields, views, and automations to match the way your agency works.
• Visibility: Team members see the same live data, reducing status‑update emails.
• Scalability: Start with a handful of clients and expand to dozens without redesigning the system.

Step‑by‑Step Template Build

1. Define Core Data Tables (or Pages)

For an end‑to‑end tracking system you need four main tables:

1. Clients – contact info, billing details, and Brevo account credentials.
2. Campaigns – name, type (email, SMS, automation), objective, and launch date.
3. Deliverables – assets, copy drafts, approvals, and deadlines.
4. Metrics – opens, clicks, conversions, revenue, and ROI.

In Notion create a separate Database for each; in Airtable add a new Base with four linked tables.

2. Set Up Relationships

Link the tables so data flows automatically:

• Each Campaign links to a single Client.
• Deliverables link to the corresponding Campaign.
• Metrics pull the Campaign ID to keep performance data attached to the right project.

In Notion use the "Relation" property; in Airtable use "Linked Record" fields.

3. Add Essential Fields

Below are the most useful columns for each table (you can always expand later):

Table	Field	Type/Notes
Clients	Client Name	Title (required)
	Primary Contact	Email / Phone
	Brevo Account ID	Text
	Monthly Budget	Number (currency)
Campaigns	Campaign Name	Title
	Type	Select (Email, SMS, Automation)
	Launch Date	Date
	Status	Select (Planning, Draft, Review, Live, Completed)
Deliverables	Asset Name	Title
	Owner	Person (assignee)
	Due Date	Date
	Approval	Checkbox
Metrics	Send Count	Number
	Open Rate	Percent
	Click‑Through Rate	Percent
	Revenue	Number (currency)

4. Create Useful Views

Different stakeholders need different perspectives. Set up the following views:

• Client Dashboard (Kanban) – groups campaigns by status for each client.
• Upcoming Deliverables (Calendar) – shows every deadline in a month view.
• Performance Snapshot (Grid) – displays key metrics with conditional color formatting (green for >5% CTR, red for <2%).

Both Notion and Airtable let you save these views and share them with a link.

5. Automate Routine Tasks

Use native automations or integrate with Zapier/Integromat:

1. When a new campaign row is added, automatically create a task in your project‑management tool (e.g., Asana).
2. When a deliverable’s "Approval" box is checked, send a Slack notification to the account manager.
3. Every Friday, pull the latest Brevo report via API and update the Metrics table.

In Airtable this can be done with the "Automation" tab; in Notion you’ll need a third‑party connector like Automate.io.

FAQ

Can I use the same template for both Notion and Airtable?

Yes. The structure (tables, fields, and relationships) is identical; you just recreate it in the platform of your choice.

Do I need a paid plan to access these features?

Basic linking and view creation are available on free tiers, but automations that hit the Brevo API generally require a paid plan on either Notion or Airtable.

How often should I refresh the Metrics data?

Weekly updates are enough for most agencies, but high‑volume clients benefit from daily syncs.

Conclusion & Next Steps

Building a Notion or Airtable template for Brevo client work transforms chaos into clarity. By defining tables, linking records, crafting focused views, and automating repetitive steps, you’ll cut reporting time by up to 40% and keep every stakeholder in the loop.

Ready to implement? Clone the example base (link below), customize the fields to match your workflow, and set up the first automation today.

Call to Action

Download our free "Brevo Tracker Blueprint" PDF and get a ready‑to‑use Airtable template, step‑by‑step video tutorial, and a 30‑day checklist to ensure nothing falls through the cracks.