Case Study: The Edge Group achieves streamlined content, contractor, and client management with Airtable

Agency-in-a-box using Airtable to manage your content, contractors, and clients

The Edge Group, a content‑strategy agency that builds white‑labeled email newsletters and newsfeeds for clients like Boston Consulting Group and TIME, needed a way to manage a complex backend of clients, projects, writers, invoices, assets, and editorial calendars. Founder Ranjan Roy had outgrown spreadsheets—Excel couldn’t store attachments, create shareable filtered views, or tie documents directly to specific clients and projects—so The Edge Group adopted Airtable to bring spreadsheet familiarity together with document storage and collaboration features.

Using Airtable, Roy built a single base that tracks every piece of content (due dates, assigned writer, submission status, attachments), an invoice table to mark payments, and filtered views/share links for writers and clients; he also delivers campaigns as structured Airtable bases with influencer lists and an “Include Thru” field for recurring items. Airtable gave The Edge Group real‑time visibility into revenue and payment status, eliminated lost files and versioning headaches, improved client collaboration, and — according to Roy — saves at least a few hours each week while tightening client relationships.

The Edge Group

Ranjan Roy

Founder