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USE CASES
How ODF handled 1000s of monthly applications with their custom CRM
USE CASES

How ODF handled 1000s of monthly applications with their custom CRM

About ODF

ODF (previously On Deck) helps ambitious founders start companies through online bootcamps. Founders from 1,000+ startups, including Traba, Cal.com, and Luma, launched their ventures through ODF, collectively raising $2B from top VCs.

System Mapping

We focus here on ODF’s application management system (excluding bootcamp operations).

ODF OS

System Overview:

  • Leads apply via Fillout forms, synced with Airtable via Zapier.
  • Data from Luma events flows into Airtable.
  • Airtable is the central hub, managing 80,000+ records for applications, screening, and reporting.
  • Zapier automates connections between Airtable, Slack, Stripe, and Customer.io.
  • Trigger.dev powers a custom Slack bot.
  • Clay enriches Airtable data and simplifies screening via AI.

Before vs. After

Data restructuring

Goal: Save time
Impact: Estimated $40K/year saved in reduced setup overhead.

Airtable data structuring (one to 3 separate tables):

  • Eliminated Zap duplication for program setup.
  • Enabled automation that wasn’t possible before.

Zapier updates

Goal: Save time
Impact: Reduced setup time from 1 week to 1 day per program, saving $40K/year.

Replaced standard Zaps with webhooks & custom scripts:

  • One URL to do setup instead of manual work.
  • Switched triggers from view-based (unreliable) to button-based (predictable, interactive UX, rich error tracking).

Email params

Goal: Save time & increase conversion
Impact: Increased lead conversion rate by 5%, adding $375K/year (assuming 100 people/program, 25 programs, $3,000 per lead).

Transition from Gmail to Customer.io:

  • Dates as variables for automated follow-ups & copy changes in emails before, after and during cohorts.
  • Implemented event-based email tracking → Conversion-focused analytics.
  • Added UTM-tracked unique links → No more mismatched email-to-contact issues.

KPI tracking

Goal: Increase conversion
Impact: Improved funnel optimization, adding $250K/year in revenue by identifying and reducing drop-offs.

Analytics are the most complete analytics you can dream of for a cohort-based system and are 100% automated:

  • KPI tracking table updates every Monday.
  • Weekly cohort-based performance dashboard.
  • Funnel cycle comparisons to optimize conversions.

Custom interfaces

Goal: Reduce training & screening time
Impact: From 1 month of training → 0 training needed for 2 operators, saving $10K/year in onboarding costs

Custom interfaces for application screening instead of raw Airtable DB that required tons of team training:

  • Automated team allocation for lead screening.
  • Multi-step screening.
  • Queues for decision submission emails to save button clicks & loading time (-90%) decreasing application review by 15%.

Top-of-the-funnel

Goal: Increase conversion & generate leads
Impact: Minimum +5% lead conversion & tracking accuracy, adding at $375K/year in lead revenue.

  • Automated referral system (4 referral methods tracked), resulting in +10% referral conversion while referral represented 50% of customers.
  • Luma event-attendee mapping → Application completion impact analysis.
  • Automated Stripe payment follow-ups.
  • Clay enrichment → Fetches Fillout API data even for incomplete forms.

Custom Slack bot

Goal: Save time
Impact: Reduced manual screening coordination by 20% ($15K/year saved in operational costs).

Deep integration with Slack for notifications but also actions via a custom Slack bot we built to:

  • Extracts email data and suggests actions directly in Slack.
  • Auto-creates screening threads for interview feedback.

AI implementation

Goal: Save time
Impact: 80% faster application screening, saving $100K/year in manual labor costs.

AI research agent:

  • AI scores applications based on LinkedIn & application signals.
  • Tracks job changes on LinkedIn to measure bootcamp impact.
  • Slack-integrated AI bots extract & process email data for faster decisions.
  • Clay enrichment for people who don’t submit their apps.
  • Fetch partial application submission data even when they start but don’t submit.

Highlights

Impact

With this OS, ODF achieved remarkable results:

  • 15,000 applications are screened annually by one part-time person.
  • $1.2M per year in estimated added value through cost savings & revenue generation.

Features

The system's greatest strengths include:

  • Simplicity: Centralized system in Airtable, pushing it to its limits resulting in an extremely simple OS for an organisation with such operational complexity
  • Data viz: Complete, automated data visualization giving in-depth insights into performance and conversion to optimize sales, marketing & ops decision-making
  • Customization: Completely custom on Airtable, with no noticeable limitations
  • Centralized Data: Clean, accurate and accessible information in Airtable
  • Team Adoption: Simple custom interfaces and actions from Slack

About ODF

ODF (previously On Deck) helps ambitious founders start companies through online bootcamps. Founders from 1,000+ startups, including Traba, Cal.com, and Luma, launched their ventures through ODF, collectively raising $2B from top VCs.

System Mapping

We focus here on ODF’s application management system (excluding bootcamp operations).

ODF OS

System Overview:

  • Leads apply via Fillout forms, synced with Airtable via Zapier.
  • Data from Luma events flows into Airtable.
  • Airtable is the central hub, managing 80,000+ records for applications, screening, and reporting.
  • Zapier automates connections between Airtable, Slack, Stripe, and Customer.io.
  • Trigger.dev powers a custom Slack bot.
  • Clay enriches Airtable data and simplifies screening via AI.

Before vs. After

Data restructuring

Goal: Save time
Impact: Estimated $40K/year saved in reduced setup overhead.

Airtable data structuring (one to 3 separate tables):

  • Eliminated Zap duplication for program setup.
  • Enabled automation that wasn’t possible before.

Zapier updates

Goal: Save time
Impact: Reduced setup time from 1 week to 1 day per program, saving $40K/year.

Replaced standard Zaps with webhooks & custom scripts:

  • One URL to do setup instead of manual work.
  • Switched triggers from view-based (unreliable) to button-based (predictable, interactive UX, rich error tracking).

Email params

Goal: Save time & increase conversion
Impact: Increased lead conversion rate by 5%, adding $375K/year (assuming 100 people/program, 25 programs, $3,000 per lead).

Transition from Gmail to Customer.io:

  • Dates as variables for automated follow-ups & copy changes in emails before, after and during cohorts.
  • Implemented event-based email tracking → Conversion-focused analytics.
  • Added UTM-tracked unique links → No more mismatched email-to-contact issues.

KPI tracking

Goal: Increase conversion
Impact: Improved funnel optimization, adding $250K/year in revenue by identifying and reducing drop-offs.

Analytics are the most complete analytics you can dream of for a cohort-based system and are 100% automated:

  • KPI tracking table updates every Monday.
  • Weekly cohort-based performance dashboard.
  • Funnel cycle comparisons to optimize conversions.

Custom interfaces

Goal: Reduce training & screening time
Impact: From 1 month of training → 0 training needed for 2 operators, saving $10K/year in onboarding costs

Custom interfaces for application screening instead of raw Airtable DB that required tons of team training:

  • Automated team allocation for lead screening.
  • Multi-step screening.
  • Queues for decision submission emails to save button clicks & loading time (-90%) decreasing application review by 15%.

Top-of-the-funnel

Goal: Increase conversion & generate leads
Impact: Minimum +5% lead conversion & tracking accuracy, adding at $375K/year in lead revenue.

  • Automated referral system (4 referral methods tracked), resulting in +10% referral conversion while referral represented 50% of customers.
  • Luma event-attendee mapping → Application completion impact analysis.
  • Automated Stripe payment follow-ups.
  • Clay enrichment → Fetches Fillout API data even for incomplete forms.

Custom Slack bot

Goal: Save time
Impact: Reduced manual screening coordination by 20% ($15K/year saved in operational costs).

Deep integration with Slack for notifications but also actions via a custom Slack bot we built to:

  • Extracts email data and suggests actions directly in Slack.
  • Auto-creates screening threads for interview feedback.

AI implementation

Goal: Save time
Impact: 80% faster application screening, saving $100K/year in manual labor costs.

AI research agent:

  • AI scores applications based on LinkedIn & application signals.
  • Tracks job changes on LinkedIn to measure bootcamp impact.
  • Slack-integrated AI bots extract & process email data for faster decisions.
  • Clay enrichment for people who don’t submit their apps.
  • Fetch partial application submission data even when they start but don’t submit.

Highlights

Impact

With this OS, ODF achieved remarkable results:

  • 15,000 applications are screened annually by one part-time person.
  • $1.2M per year in estimated added value through cost savings & revenue generation.

Features

The system's greatest strengths include:

  • Simplicity: Centralized system in Airtable, pushing it to its limits resulting in an extremely simple OS for an organisation with such operational complexity
  • Data viz: Complete, automated data visualization giving in-depth insights into performance and conversion to optimize sales, marketing & ops decision-making
  • Customization: Completely custom on Airtable, with no noticeable limitations
  • Centralized Data: Clean, accurate and accessible information in Airtable
  • Team Adoption: Simple custom interfaces and actions from Slack
Lorenzo Castro
Managed the largest & most complex Airtable & Zapier accounts in the world.