How to Create Multi-Step Workflows in Make.com

Creating multi-step workflows in Make.com (formerly Integromat) is an efficient way to automate complex business processes, allowing you to connect different applications and services seamlessly. Here’s a simple guide to help you set up your first multi-step workflow in Make.com.

Step 1: Sign Up or Log In

If you don’t already have a Make.com account, go ahead and create one. If you do, just log in to your dashboard to get started.

Step 2: Create a New Scenario

Once logged in, click on the "Create a new scenario" button. This will be the basis of your multi-step workflow, where you’ll define what tasks you want to automate.

Step 3: Choose Your Apps and Services

Select the applications or services you want to integrate. Make.com offers a vast range of options, so find the ones that you use in your process. Click on the relevant icon(s) to add them to your scenario.

Step 4: Define Triggers

Define what will trigger the workflow. A trigger could be anything from receiving an email to a new entry in a database. Configure the trigger module by logging into the respective service and granting Make.com the necessary permissions.

Step 5: Add Actions

After setting up the trigger, add actions that the workflow should execute when triggered. You might want these actions to include sending data to another app, processing a file, or creating a task in a project management tool. Click on the "+" button between modules to add a new action.

Step 6: Set Up Filters or Conditions

Add filters or logical conditions to your workflow to ensure that actions are performed only when certain criteria are met. This can prevent errors and ensure that your automated tasks are relevant and precise.

Step 7: Test the Workflow

Testing is crucial. Click the “Run once” button to simulate the workflow’s operation. Observe if the trigger and actions perform as expected, and tweak settings if necessary until it runs smoothly.

Step 8: Activate the Workflow

When you’re satisfied with the test results, activate your workflow by toggling it on. Your workflow will now run according to your defined schedule or trigger conditions.

Step 9: Monitor the Workflow

Make.com offers logs and history features where you can monitor your workflow's activity. Regularly check to ensure everything is running as planned and to make any adjustments that might be needed over time.

Remember, the key to efficiency is continually refining and optimizing your automated workflows. Don't be afraid to make changes that will enhance your setup as your business processes evolve. With these steps, you’ll be well-equipped to utilize the full potential of Make.com and streamline your operational tasks with ease.