Simple Guide to Implementing Automation Flows with Make (formerly Integromat)

1. Brainstorm Your Idea

In simple terms, a scenario is the workflow you want to create. It consists of multiple actions, referred to as modules in Make. The first module will act as the trigger, which activates your entire workflow.

Make supports hundreds of applications, allowing you to customize your workflow according to your needs. To save time, plan your scenario beforehand by considering how many modules you need and which applications to connect.

Example Scenario: Let’s create a scenario that automatically checks for new emails in Gmail and saves the data to Google Sheets.

For this scenario, you’ll need just two modules:

• Trigger Module: Gmail - Use the "Watch Emails" action to monitor new emails.
• Action Module: Google Sheets - Use the "Add a row" action to save data to a Google Sheets file.

With this setup, whenever you receive a new email in Gmail, Make will automatically log the details into a Google Sheets file.

2. Create a Scenario

To create a scenario, follow these steps:

Step 1: Log in to your Make account → Navigate to the left-hand menu and select Scenario.

Step 2: Click Create a new scenario (top-right corner) → Select From scratch to start building your scenario.

Make will assign a default name to the scenario, which you can change later if needed.

3. Set Up the Trigger

To set up the trigger module:

Step 1: Click the large + icon in the center of the screen → Select Gmail as the module → Choose the "Watch Emails" action.

Step 2: If you haven’t connected Make to Gmail yet, click Create a connection to do so. If you’ve already done this, you can skip this step.

Step 3: Under Folder, select Inbox, and for Criteria, choose Only unread emails. Leave other fields blank or default → Click OK to confirm.

Step 4: Finally, Make will ask when to start monitoring emails. Select From Now On → Click OK to finish.

4. Add and Connect Modules

Next, add the module for Google Sheets:

Step 1: Click the + icon to the right of the Gmail module → Choose Add another module.

Step 2: Select Google Sheets → Choose the "Add a row" action → Connect to your Google Sheets account (same process as Gmail).

Step 3: Fill in the necessary configuration fields as required → Click OK to confirm.

Example Configuration: Save the data into Sheet 1 of a file named "Make" (ensure the file is created in Google Drive beforehand).

If your workflow is more complex, you can add and connect additional modules as needed.

5. Test the Scenario

Before activating and scheduling the scenario, it’s important to test it to ensure everything runs smoothly. Skipping this step can lead to errors, especially in workflows with multiple modules.

Click the Run Once button in the toolbar below to test the scenario.

If there are no errors, your workflow is ready to go!

6. Schedule the Scenario

This final step is crucial for deploying your automation flow.

Click the Every 15 minutes button next to Run Once.

A menu will appear, allowing you to schedule the scenario to run at intervals (hourly, daily, monthly, etc.). Configure the schedule and click OK to save it.

With this guide, you should now have a clear understanding of how to deploy an automation flow with Make quickly and effectively. Happy automating!