How to Use Make (Integromat) to Automate Your Business
Tutorial: Follow these steps to get the most out of Make. Each step builds on the previous one.
1Choose Your Trigger
Every automation starts with a trigger: new email, form submission, new row in spreadsheet, webhook, scheduled time. Pick what starts your workflow.
2Build Your First Scenario
Drag modules onto the canvas. Connect them with lines. Each module is an action: send email, create document, update database.
3Use Filters
Add filters between modules to only process certain items. Example: only forward emails from VIP clients, only process orders over $100.
4Error Handling
Add error handlers to catch failures gracefully. Options: retry, ignore, commit (save what worked), rollback (undo everything).
5Common Automations
Lead capture → CRM + welcome email. Form submission → spreadsheet + notification. New blog post → social media + newsletter.
6Scale Up
Monitor operation usage in Settings. Optimize by batching operations. Use routers to split workflows. The $9/month Core plan gives 10,000 operations.
Key Takeaways
- Start with the free tier to learn the tool before upgrading
- AI tools work best when you provide clear, specific instructions
- Always review and customize AI output before using it
- Combine multiple tools for the best workflow
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