Learn 80% of Make.com In 22 Minutes

Summary

In this video, Rick Moldover provides an easy-to-follow guide on automating workflows using make.com, a no-code platform. He walks viewers through creating simple automations, such as reading emails and generating responses with AI, and demonstrates key features like routing, webhooks, and filters. Rick explains how to connect various apps, troubleshoot automations, and test each step. The video also introduces the AI Playbook premium community, offering pre-built automations for members. This tutorial is ideal for users looking to streamline tasks and harness the power of automation without complex coding.

Takeaways

• 😀 Make.com is a no-code automation platform that connects apps and services to streamline business processes and reduce repetitive tasks.
• 📝 Before building automations, plan your workflow carefully. Sketch it out using tools like Whimsical or Miro to make the process easier.
• ⚙️ In Make.com, 'Scenarios' are automations that you create by connecting modules, which are individual building blocks for each task.
• 💡 Modules in Make.com can be triggered by events like receiving an email, and they can carry out tasks such as sending a response or creating a draft.
• 🔗 Connecting tools to Make.com is crucial for creating effective automations. For instance, you’ll need to link your Gmail account to create email-based automations.
• 🧑‍💻 Testing your automations is essential. Make.com allows you to run individual modules and the entire scenario to ensure everything works correctly.
• 💬 Mapping is a key feature in Make.com, where data from one module (e.g., Gmail) is passed to another (e.g., Claude AI) to trigger actions based on the previous module's data.
• 🚦 The router feature allows you to send data from one module to multiple destinations, such as sending an email response to Gmail and Slack simultaneously.
• 🌐 Webhooks are used to connect external tools to Make.com, enabling automations to be triggered by events in third-party applications, like form submissions in Airtable.
• 📈 Save your work frequently and use version control to roll back to previous versions if necessary, ensuring that you don't lose progress when building complex automations.

Q & A

What is the main purpose of using make.com in the context of automations?

Make.com is a no-code platform that allows users to automate workflows and integrate various apps without requiring extensive coding skills. It helps save time and streamline repetitive tasks by setting up custom automations between apps and services.

What should you do before creating an automation in Make.com?

Before creating an automation, it's recommended to sketch out your workflow. This helps you clarify the steps involved and visualize how data will flow between different apps, ensuring a smoother automation building process.

What is a 'scenario' in Make.com?

A 'scenario' is the automation process that you create within Make.com. It involves setting up triggers and actions to automate tasks between different apps and services. Each scenario can consist of multiple modules that work together.

How do you map data between modules in Make.com?

In Make.com, mapping involves linking data from one module (like an email's body content) to the input fields of another module (such as the AI model's prompt field). This ensures that the right data flows through the automation process, enabling successful task execution.

What role does testing play when building automations in Make.com?

Testing is crucial to ensure that the automation works as expected. Running individual modules and then testing the entire automation helps identify and fix any errors or issues before deploying the automation for actual use.

What is a router, and how does it enhance your automation in Make.com?

A router allows you to send the output from one module to multiple destinations or actions. For example, you can send the result of an email response to both Gmail and Slack. This feature is useful for complex workflows where the same data needs to be processed in different ways.

What is a webhook, and how can it be used in Make.com?

A webhook in Make.com allows you to connect external tools that may not have native integration with the platform. It enables you to send data from one app to Make.com, where it can trigger automations. For instance, filling out a form in Airtable could trigger a workflow in Make.com via a webhook.

How can you troubleshoot issues in your automations in Make.com?

If an error occurs, Make.com provides logs and error messages that can help identify the problem. You can also run individual modules to isolate the issue, check the data inputs, and verify that each step in the automation is correctly configured.

What are filters in Make.com, and when should you use them?

Filters in Make.com allow you to set conditions for when an action should be executed. For example, you can create a filter to only send a response if an email contains specific keywords. Filters are useful for controlling the flow of data and ensuring automations run under the right conditions.

How does Rick Moldready support his audience in using Make.com?

Rick Moldready supports his audience by providing ready-to-import automations in his AI Playbook premium community. This saves users time by allowing them to import pre-built workflows into their Make.com account, eliminating the need to build automations from scratch.