Make Automations
Build sophisticated automation scenarios with Make's visual workflow builder — ideal for complex multi-step processes with advanced data transformation.
6 automations for Make
Pick any workflow and we'll build it for you.
Advanced Lead Routing Scenario
Route leads to different teams based on industry, company size, and source.
How it works
Form submission received
Parse and validate data
Check company size via API
Route based on ICP criteria
Create in correct CRM pipeline
Send personalised intro email
E-commerce Order Processing
Full order processing pipeline from Shopify through fulfilment to customer notification.
How it works
Shopify order webhook
Validate order data
Send to fulfilment system
Update inventory
Generate packing slip
Send tracking email to customer
Social Media Monitoring
Monitor brand mentions and route to the right team for response.
How it works
Brand mention detected
Classify as positive/negative/neutral
Route to relevant team
Create response task
Track response time
Report weekly sentiment
Financial Data Aggregation
Pull financial data from multiple sources into a unified reporting dashboard.
How it works
Scheduled daily trigger
Pull from Stripe, Xero, PayPal
Aggregate and normalise data
Calculate KPIs and variances
Update Google Sheets dashboard
Email summary to CFO
Customer Journey Orchestration
Orchestrate multi-channel customer journeys based on behavioural triggers.
How it works
Customer behaviour event triggered
Evaluate customer journey stage
Select appropriate channel
Personalise message with AI
Send via email, SMS, or Slack
Log touchpoint in CRM
Automated Compliance Checks
Run automated compliance checks on documents and flag issues for review.
How it works
Document submitted for review
AI scans for required fields
Check against compliance rules
Generate compliance score
Flag failures with specific issues
Route to compliance officer if failed
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