May 1, 2024

How to Use make.com with No Coding

Make.com logo

make.com, formerly known as Integromat, is a tool that allows you to create complex automations to connect various apps and services with no coding required. Here's a simple guide to get you started:

Step 1: Sign Up for an Account

First, visit make.com and sign up for an account. There's a free tier available, which is great for getting to know the platform and basic automation.

Step 2: Understanding the Dashboard

Once you're logged in, you’ll see the main dashboard. Here you can manage your scenarios, which are the automation workflows you’ll create, and monitor their execution.

Step 3: Create Your First Scenario

To create a scenario, click the "Create a new scenario" button. You’ll be taken to a visual editor where you can start adding modules (apps or services you want to connect).

Step 4: Select Apps to Integrate

Choose the apps you want to integrate from the hundreds of available options. Simply click on the plus (+) sign to open the search window and pick your desired app. You will find popular choices like Google Sheets, Slack, Gmail, or even complex tools like CRM and ERP systems.

Step 5: Set Up Triggers and Actions

Within each module, there will be triggers (events that start the automation) and actions (what you want to happen following the trigger). For instance, when a new row is added to a Google Sheet (trigger), send a message in Slack (action).

Step 6: Customize Your Scenario

You can customize your scenario by adding filters, routers, iterators, aggregators, and other built-in functions to handle the data between the modules exactly how you need it.

Step 7: Test Your Scenario

It's crucial to test your scenario to ensure it works as expected. Use the "Run once" feature to execute your scenario manually and observe the results.

Step 8: Activate and Schedule

Once tested, you can activate your scenario so it runs automatically. You can also schedule scenarios to run at specific times or intervals.

Step 9: Monitoring and Maintenance

After your scenarios are live, use the dashboard to monitor how they operate. You might need to adjust settings as necessary over time.

Remember, make.com was designed with ease-of-use in mind, which means no prior coding knowledge is necessary to create powerful automations. Just follow these steps, and you'll be harnessing the full potential of automation to save time and increase your productivity in no time.