Managing client data and communications meant juggling multiple systems: navigating Airtable manually, drafting client emails from scratch, and logging every send back into the database. Harvey is an AI assistant built directly inside Airtable that lets the ETS Risk Management team do all of it through plain English conversation — no technical skills required.
What Harvey does
- →Chat where you work: Harvey lives inside Airtable — ask “Find me John Smith's booking information” or “Show me all pending compliance documents for vehicles in London.”
- →Reads and writes data: Harvey searches, creates, and updates Airtable records directly and confirms every change.
- →Sends professional emails in seconds: four pre-built templates cover booking requests, compliance updates, vehicle status reports, and service confirmations — “Send the SGT booking request email to client@example.com” and it's done.
- →Logs everything automatically: every email is recorded in Airtable with recipient, date, template, and content.
The result
No one needs to be an Airtable expert to access client data or send professional emails. Lookups are faster, data entry errors are down, and there are no bottlenecks from single trained staff. New team members are productive immediately — they just chat. The full communication history tracks itself, so compliance record-keeping happens without extra effort.
Tools & integrations
Airtable (companies, vehicles, locations, compliance, bookings)Claude AI (natural language understanding)Mailgun (email delivery)Real-time streaming chat
