Make.com Automation Tutorial for Beginners

Introduction

In this tutorial, you'll learn how to use Make.com (formerly Integromat) to automate repetitive tasks, thereby saving time and boosting productivity. This guide is designed for beginners and will walk you through creating your first automation using practical examples, specifically from the Kevin Cookie Company.

Step 1: Get Started with Make

• Visit the Make.com website and sign up for a free account.
• Utilize the link provided in the video description for a month of the Pro Plan, which allows for 10,000 operations.
• Familiarize yourself with the platform's interface and features.

Step 2: Explore Automation Templates

• Browse the available automation templates on Make.com to see pre-built scenarios that you can use as a starting point.
• Select a template that closely matches your needs; this will help you understand how to structure your automations.

Step 3: Create a New Scenario

• Click on the "Create New Scenario" button to start building your automation.
• You will be taken to a visual editor where you can design your workflow.

Step 4: Add Google Forms Trigger

• Search for and select the Google Forms app to use as your trigger.
• Choose the specific form that will initiate the automation when a new response is received.
• Customize the trigger settings as needed.

Step 5: Save Your Scenario

• Once the trigger is set up, save your scenario to ensure your progress is not lost.

Step 6: Test Your Simple Scenario

• Run a test to verify that your Google Forms trigger is working correctly.
• Check that the automation responds as expected when a form submission occurs.

Step 7: Add Google Sheets Module

• Search for the Google Sheets app and add it to your scenario.
• Configure it to log form responses automatically into a designated spreadsheet.
• Ensure you map the form fields to the corresponding columns in your spreadsheet.

Step 8: Implement Filters

• If necessary, add filters to your scenario to manage which responses trigger subsequent actions.
• This can help you refine your workflow and ensure only relevant data is processed.

Step 9: Add Email Module

• Include the email module to send confirmation emails to customers after they submit an order.
• Customize the email content using dynamic fields from the form submission.

Step 10: Add Microsoft Teams Module with Router

• Introduce the Microsoft Teams module to notify your fulfillment team.
• Use a router to manage the flow of information, directing messages to the appropriate channels based on conditions you set.

Step 11: Follow Testing Best Practices

• Test each part of your automation thoroughly to catch any errors.
• Perform multiple tests with different scenarios to ensure reliability.

Step 12: Schedule Your Automation

• Explore scheduling options to automate when your scenario runs.
• Set it to trigger at specific intervals or based on certain conditions to maximize efficiency.

Conclusion

You now have a foundational understanding of how to use Make.com to automate tasks. By following these steps, you can streamline workflows and reduce the time spent on repetitive tasks. To further enhance your skills, explore more complex automations and keep experimenting with different apps and scenarios. Happy automating!