May 19, 2024

How to Create Workflows in Make.com

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Creating workflows in Make.com, an advanced online automation tool that connects your favorite apps and services, can significantly boost your productivity by automating repetitive tasks. Follow these steps to create your first workflow, or "scenario," in Make.com.

Step 1: Sign Up or Log In to Make.com

To start, you'll need to sign up for a new account or log into your existing Make.com account. Once logged in, you'll be directed to the main dashboard where you can manage your scenarios.

Step 2: Create a New Scenario

On the dashboard, click the Create a new scenario button. This action will take you to the scenario editor, which is the visual workspace where you'll build your workflow.

Step 3: Choose Your Apps and Services

Search and select the apps or services you want to include in your workflow. With a large library of integrated apps, you can choose from popular options like Google Sheets, Slack, Dropbox, and more. Click on an app's icon to add it to your scenario.

Step 4: Set Triggers and Actions

Determine what will trigger your workflow. For example, receiving a new email could trigger an action. Once you've selected a trigger, configure it according to your needs.

Next, define the actions that will occur after the trigger. You may add multiple actions such as adding a row to Google Sheets or sending a notification to Slack. Each action has its settings that you will need to customize.

Step 5: Map Data Between Services

Make.com's visual editor allows you to connect data between services by simply dragging an arrow from one module to another. This way, data outputted by one action can be used as input for another, creating a seamless flow.

Step 6: Test Your Scenario

Before putting your scenario into production, test it to ensure everything works as expected. Use the Run once button to execute the scenario. Check the logs and output for each step to verify the flow of data and the outcome of actions.

Step 7: Save and Schedule

After testing, save your workflow by naming your scenario and turning it on. You can also schedule scenarios to run at specific intervals, from minutes to weeks, depending on the needs of your process.

By carefully planning your workflow and utilizing Make.com's powerful tools, you can automate complex processes, save time, and increase efficiency. Whether you are merging data across different platforms or creating smart reminders for your team, Make.com can help you work smarter, not harder.