May 19, 2024

How to Create Automations with Make.com

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Creating automations with Make.com (formerly Integromat) can significantly enhance your productivity by connecting your favorite apps and automating repetitive tasks. Here’s a step-by-step guide on how to set up your first automation:

Step 1: Sign Up for Make.com
First, you need to create an account on Make.com. Go to the website and sign up for a free or paid account, depending on your needs.

Step 2: Explore the Dashboard
Once logged in, you will see the Make.com dashboard. Familiarize yourself with the layout. The main elements are Scenarios, which are the automations you create, and Modules, the building blocks of your Scenarios representing each step or action.

Step 3: Create a New Scenario
Click on the ‘Create a new scenario’ button. This will open a visual editor where you can drag and drop modules to build your automation.

Step 4: Choose Your Apps
Make.com connects with a wide variety of apps. Decide which apps or services you want to automate. You can select apps from the list or use the search function to find what you need.

Step 5: Set Up Triggers and Actions
Automations typically consist of a trigger and one or more actions. The trigger is an event that starts the automation, while actions are tasks carried out when the trigger occurs. For instance, receiving a new email (trigger) can automate adding a new contact to your CRM (action).

Step 6: Configure Your Modules
Each module has its own set of configurations. Click on a module to sign into the app (if required) and determine the exact action or event you want to automate. Make sure to give Make.com the necessary permissions to interact with your apps.

Step 7: Link Your Modules
Modules are interconnected with paths, directing the flow of data from one app to another. Click and drag the mouse from one module to the next to link them, defining the order of operations.

Step 8: Test Your Scenario
Before activating your scenario, it’s crucial to test it. Use the ‘Run once’ button to execute the scenario manually and verify that everything works as intended.

Step 9: Activate Your Automation
If the test was successful, toggle the switch to turn on your scenario. It will now run automatically according to the schedule you set (immediately, at a specific interval, or at chosen times).

Step 10: Monitor and Adjust
Keep an eye on your automations using the scenario log to ensure they are running smoothly. If needed, return to the editor to make adjustments.

In conclusion, creating automations with Make.com is a straightforward process. By following these steps, you can connect various applications and automate mundane tasks, giving you more time to focus on important work.