Role-Based Programme
RB0813

Make.com for Operations

Automate Processes, Approvals & Operational Workflows

IMAGE REQUIRED
Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational capability to use Make.com for recurring operational and business-process automation.
  • Automate requests, task routing, approvals, reminders, notifications, and operational updates.
  • Connect forms, spreadsheets, databases, communication tools, and business applications into coordinated workflows.
  • Apply AI-assisted processing for classification, summarisation, and operational information handling.
  • Create reliable automations using routing logic, exception handling, monitoring, and human review.

Tools covered

Make.comScenario BuilderTriggers & ActionsRouters & FiltersWebhooksFormsAPIsData MappingAI-Assisted WorkflowsError Handling & Execution Monitoring

Who should attend

  • Operations Managers
  • Business Operations Professionals
  • Operations Analysts
  • Process Excellence Professionals
  • Continuous Improvement Professionals
  • Shared Services Professionals
  • Service Delivery Professionals
  • Business Process Coordinators
  • Operations Transformation Professionals
  • Operational Excellence Professionals
  • Back-Office Operations Professionals
  • Operations Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of operational or business processes
  • Familiarity with spreadsheets, forms, email, or business applications
  • Basic awareness of workflow automation is helpful
  • Basic understanding of process steps and approvals
  • No programming knowledge required
  • No previous Make.com experience required

TOC Modules

Concepts
  • Understanding scenarios, modules, triggers, actions, connections, and executions
  • Understanding scheduled, event-driven, and request-based automation
  • Identifying repetitive operational activities suitable for automation
  • Differentiating automation tasks from activities requiring human judgement
Practical activities
  • Exploring the Make Scenario Builder
  • Building a simple operational workflow
  • Running and reviewing scenario execution

Scenarios

Operational Request to Completion

Business Request → Make.com Intake → Data Validation → Category & Priority Routing → Approval → Process Owner → Completion → Status Notification

Participants automate a recurring operational-request workflow to improve routing, visibility, ownership, and turnaround time.

Operational Exception to Corrective Action

Operational Event → Rule / AI Analysis → Exception Detection → Priority Routing → Human Review → Corrective Action → Follow-Up

Participants create a workflow that detects defined operational exceptions, routes them to the appropriate owner, and ensures structured follow-through.

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