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

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).

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