How to Use Make

Getting started with Make

In this guide, you'll learn how to set up Make and create your first automation workflow. By the end, you'll be able to connect various applications and automate tasks using a simple drag-and-drop interface.

Step 1: Sign up and set up

1. Go to Make's website.
2. Click on the Sign Up button in the top right corner.
3. Enter your email address and create a password. Alternatively, you can sign up using Google or Microsoft accounts.
4. Confirm your email address by clicking on the link sent to your inbox.
5. Once logged in, you'll be taken to the dashboard where you can start creating automations.

Step 2: Your first scenario

1. On the dashboard, click on the Create a new scenario button.
2. You’ll see a blank canvas. Click on the + icon to add your first app.
3. Search for and select an app (e.g., Google Sheets).
4. Choose a trigger (e.g., "Watch Rows") and click Continue.
5. Connect your Google account, allowing Make to access your data.
6. Click on the + icon again to add another app (e.g., Slack).
7. Select an action (e.g., "Send a Message") and click Continue.
8. Connect your Slack account and set up the message details.
9. Once your scenario is set up, click on the Save button and then Run once to test it.

Step 3: Get better results

1. To enhance your scenario, use the Filters option to control when certain actions should occur. Click on the small wrench icon on the line connecting two apps to set conditions.
2. Use Error Handlers by clicking on the settings icon in the top right of the scenario to manage what happens if an action fails.
3. Experiment with Data Transformations by clicking on the gear icon in the action settings to modify data formats or values before they are sent to the next app.

Pro tip

Use the Scenario Scheduling feature to run your automations at specific times or intervals. This can be set by clicking on the clock icon in the scenario settings, saving you from having to run them manually.

Common mistake to avoid

A frequent mistake is not properly authorising apps during the setup process. Ensure you grant all necessary permissions when prompted; otherwise, your automation may fail to work as intended.