May 19, 2024

How to Create Multi-Step Workflows on Make.com

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Make.com, formerly known as Integromat, is a powerful tool that allows users to connect apps and automate workflows with ease. Creating multi-step workflows can improve your efficiency by handling complex tasks automatically. Here's a simple guide on how to set up your own multi-step workflows on make.com.

Step 1: Sign up or log in

To get started, you will need to make an account on make.com or log in if you already have one.

Step 2: Create a new scenario

  • Once logged in, click on the "Create a new scenario" button.
  • This will lead you to the scenario editor where you can design your workflow.

Step 3: Set triggers

  • Your workflow begins with a trigger—an event that starts the process.
  • In the scenario editor, click on the big plus sign and choose the app that will serve as your trigger.
  • Configure the chosen trigger by signing into the app and specifying the conditions under which the workflow should start.

Step 4: Add actions

  • After setting up your trigger, proceed by adding actions that will take place when the trigger event occurs.
  • Click on the plus sign to add an action step, and select the application you want to automate.
  • Fill out the necessary details and parameters for the action. For example, if your trigger is receiving an email, an action could be extracting an attachment from that email.
  • For a multi-step workflow, continue adding actions by clicking the plus signs that appear after each completed step.
  • Each action will be executed in the order you set them up, so keep your desired sequence in mind.

Step 6: Add filters and routers

  • Filters or routers control the flow of your workflow.
  • Add a filter to an action step if you want it to run only under specific conditions.
  • Use a router to split your workflow into multiple paths, allowing parallel execution of actions.

Step 7: Customize error handling

  • Anticipate errors by setting up error handlers on actions where issues might occur.
  • You can decide whether to terminate the scenario or continue executing the following steps when an error happens.

Step 8: Test your scenario

  • Use the run once button to test your workflow step by step.
  • Check the output of each step and ensure the actions are carried out as expected.

Step 9: Save and schedule

  • When you're satisfied with your workflow, click "Save" to keep your scenario.
  • Use scheduling options to set the frequency at which your scenario will run—whether it’s once every few minutes, daily, or weekly.

The power of make.com lies in its ability to handle complex processes in a flexible, visual format. With multi-step workflows, you can connect various services and automate routine jobs to save time and focus on more important tasks. Don't forget to experiment with different apps and features on the platform to fully unlock its potential!