July 1, 2024

How to Schedule Automations in Make.com

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Make.com, formerly known as Integromat, is an advanced online automation tool that allows users to connect apps and automate processes. One common requirement is to execute these automations at a specific time or at regular intervals. Here's how to schedule automations effectively in Make.com:

Step 1: Understand Make.com Triggers

Triggers are the starting points of any automation. To schedule an automation, you will need to use time-based triggers which can initiate a scenario (Make.com's term for automation workflow) at predefined times.

Step 2: Create a New Scenario

Log in to your Make.com account and click on "Create a new scenario". This gives you a blank canvas to start building your workflow.

Step 3: Choose the Scheduler Tool

On the scenario editor page, search for the "Scheduler" tool. The Scheduler is native to Make.com and is designed to start scenarios at the times you designate.

Step 4: Set Up the Schedule

Click on the Scheduler to configure it. You can set precise timing for your trigger, down to the minute. Options include:

  • Once: Select a specific date and time for a one-time trigger.
  • Interval: Set an interval (e.g., every 15 minutes, hourly, daily) for repeated triggers.
  • Day/Week/Month/Year: Choose a particular day, or date in a week, month, or year for the automation to run.

Step 5: Adjust Time Settings

Make sure to adjust for time zones and daylight saving time if necessary. Also, consider the time settings in the context of the audience or systems your automation will interact with.

Step 6: Add Further Modules

After setting up your trigger, you can add other modules your scenario requires. Whether it's pulling data from a CRM, sending an email, or any other task, insert these after the Scheduler trigger in the workflow.

Step 7: Set Error Handling and Logs

Configure error handling rules and logs. This ensures that you're notified of any issues and have a record of when your scheduled automations run and complete.

Step 8: Save and Test

Before you finalize your schedule, save your scenario and use the "Run once" feature to test it. Ensure everything triggers and executes as planned.

Step 9: Activate the Scenario

Once tested, turn on the scenario. Your Scheduler is now set, and the automation will run according to the timetable you've configured.

Step 10: Monitor and Optimize

Periodically check the performance and logs of your scheduled scenarios. Adjustments may be required to improve efficiency or to adapt to changing business needs.

By following these steps, you can effectively schedule automations in Make.com, allowing your processes to run smoothly and autonomously, saving you time and reducing the potential for human error. Whether you're looking to automate reminders, reports, data synchronization, or any other recurring task, scheduling these automations can significantly enhance productivity and reliability.

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