How to Use Make

Getting started with Make

After reading this guide, you'll be able to create automated workflows that connect over 1,500 apps, helping you save time and streamline your tasks.

Step 1: Sign up and set up

1. Go to Make's website.
2. Click on the "Sign up free" button in the top right corner.
3. Enter your email address and create a password, or sign up using Google or Facebook.
4. After verifying your email, log in to your new account.
5. Familiarise yourself with the dashboard, where you'll find options to create new scenarios and explore templates.

Step 2: Your first automation

1. Click on the “Create a new scenario” button.
2. In the scenario builder, click the big plus (+) icon to add your first app.
3. Search for the app you want to connect (e.g., Gmail) and select it.
4. Choose an action (e.g., "Watch Emails" to trigger on new emails) and configure the settings as needed.
5. Click the plus (+) icon again to add another app (e.g., Google Sheets).
6. Select an action (e.g., "Create a Row" to add new email data) and configure the fields.
7. Once your scenario is set up, click the "Run once" button to test it.
8. If everything works as expected, click “Schedule” to set how often you want the automation to run.

Step 3: Get better results

1. Use filters to control when actions should proceed. Click on the small wrench icon between modules to add a filter based on specific conditions (e.g., only process emails from a specific sender).
2. Experiment with data transformation tools by clicking on the module settings to format or modify the data before it moves to the next step.
3. Review existing templates in the “Templates” section on the dashboard for inspiration and quick setups.

Pro tip

Use the "Scenario History" feature in the left sidebar to review past runs of your automations. This will help you quickly identify any issues or errors without needing to run the scenario repeatedly.

Common mistake to avoid

Avoid skipping the testing phase after setting up your scenario. Always click "Run once" before scheduling to ensure everything works correctly. This can save you from unexpected errors when the automation is live.