a 10-person design agency in Munich, manages dozens of client campaigns monthly. Their JotForm-based project briefs had to be logged in Excel, but manual entry caused delays, errors, and duplicated work. Challenges Copy-paste of dozens of fields daily wasted 2–3 hours Typos and missing fields created confusion Failed imports left half-filled “orphan” rows No error visibility until hours later Our Solution We implemented a Make.com workflow with rollback protection that: Captures JotForm submissions instantly Maps and inserts all data into Microsoft 365 Excel Ensures atomicity: either the full row is inserted correctly, or nothing is written Triggers a rollback + alert if any step fails, keeping the sheet clean Business Impact Zero manual entry: staff reclaimed 2–3 hours/day Data integrity: no more partial or duplicate rows Faster kickoffs: new briefs appear in Excel in under 1 minute, reducing lead time by 40% Error transparency: rollback alerts flag issues immediately for quick fixes Conclusion With rollback-enabled automation, KreativStudio now runs a bulletproof intake-to-Excel pipeline—speeding up client onboarding, ensuring reliable data, and freeing staff to focus on creative work instead of spreadsheets.
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