Role-Based Programme
RB0814

Make.com for Operations

Build Integrated Workflows, Process Automation & AI-Assisted Operations

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Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in designing Make.com workflows for operational processes, requests, approvals, reporting, and exception management.
  • Integrate multiple business systems to reduce manual data entry, repetitive coordination, and operational handoffs.
  • Build reusable workflows using routers, filters, iterators, aggregators, webhooks, APIs, and structured data processing.
  • Apply AI-assisted automation to classify requests, summarise operational information, identify exceptions, and support workflow decisions.
  • Design reliable operational automation incorporating approvals, error handling, monitoring, validation, and human oversight.

Tools covered

Make.com Scenario BuilderTriggers & ActionsRoutersFiltersIteratorsAggregatorsWebhooksSchedulingData StoresHTTP/API IntegrationMake AI AgentsError Handling

Who should attend

  • Operations Managers
  • Business Operations Professionals
  • Operations Analysts
  • Process Managers
  • Operational Excellence Professionals
  • Service Delivery Managers
  • Shared Services Professionals
  • Process Improvement Professionals
  • Business Process Owners
  • Operations Team Leads
  • Workflow Automation Professionals
  • Transformation Professionals

Prerequisites & Participant Readiness

  • Basic understanding of business operations or process-management activities
  • Familiarity with operational requests, approvals, reports, and process handoffs
  • Basic awareness of spreadsheets, ERP, CRM, email, or collaboration platforms
  • Basic understanding of workflow logic is helpful
  • No advanced programming expertise required
  • No previous Make.com course attendance required

TOC Modules

Concepts
  • Understanding scenarios, modules, triggers, actions, connections, and scenario executions
  • Identifying repetitive, rule-based, and multi-system operational processes suitable for automation
  • Understanding event-driven versus scheduled operational workflows
Practical activities
  • Mapping a manual operational process into an automated scenario
  • Building and executing a multi-step operations workflow

Scenarios

Operational Request to Fulfilment

Operational Request → Make.com → Validation → Classification → Router → Owner Assignment → Approval → Business-System Update → Completion Notification

Participants build a complete request-management workflow that eliminates repetitive routing and system updates while maintaining approval and exception controls.

Operational Exception to Management Action

Operational Data → Make.com → Multi-System Consolidation → Exception Detection → AI-Assisted Summary → Priority Routing → Operations Manager Review → Corrective Action → Status Report

Participants create an integrated monitoring workflow that identifies operational exceptions, prepares structured context, escalates critical items, and supports timely management action.

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