Tool or Technology
TT0145

Make.com Unlocked

Build Visual Automations & AI-Powered Workflows

Make.com
Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand workflow automation and how Make.com connects applications, data, and business processes through visual workflows.
  • Explore the fundamentals of scenarios, modules, triggers, actions, connections, data mapping, filters, and routers.
  • Develop awareness of how AI can be incorporated into structured automation workflows for classification, extraction, summarisation, and content generation.
  • Experience practical creation, testing, and activation of simple multi-application automation scenarios.
  • Recognise when to use standard automation, AI-enhanced automation, or AI-agent workflows while maintaining appropriate human oversight.

Technology covered

Make.comScenariosModulesData MappingFiltersRoutersWebhooksMake AI ToolkitMake AI Agents

Who should attend

  • Business Analysts & Functional Consultants
  • Operations & Process Improvement Professionals
  • Automation & Digital Transformation Teams
  • Sales & Revenue Operations Professionals
  • Marketing Operations Professionals
  • Human Resources & HR Operations Teams
  • Customer Service & Customer Success Teams
  • Project & Program Management Professionals
  • Process Owners & Team Leaders
  • Pre-Sales & Solution Consultants
  • Business Application & Integration Teams
  • No-Code / Low-Code Automation Professionals

Prerequisites & Participant Readiness

  • Basic computer and internet proficiency
  • Familiarity with common business applications and repetitive workplace processes
  • Basic understanding of business workflows is helpful
  • No programming knowledge required
  • No previous Make.com experience required
  • Access to some applications, AI capabilities, or connectors may depend on account permissions and plan availability

TOC Modules

Concepts
  • Understanding business-process automation and workflow orchestration
  • Understanding Make.com as a visual automation platform
  • Understanding scenarios, apps, connections, modules, and bundles
  • Exploring triggers, searches, actions, and data movement
  • Understanding manual processes versus automated processes
  • Identifying suitable repetitive tasks for automation
Practical activities
  • Exploring the Make.com scenario builder
  • Mapping a simple manual process into Trigger → Action steps

Scenarios

Intelligent Lead Management Workflow

New Lead → Make Trigger → Data Mapping → AI Classification → Routing → CRM Update → Sales Notification

Participants automate lead processing by capturing incoming information, using AI to assist with classification, routing qualified leads to the appropriate path, and updating connected business systems automatically.

Employee Onboarding Coordination

New Employee Record → Make Scenario → Conditional Tasks → IT / Manager Notifications → System Updates → Completion Tracking

Participants automate selected onboarding activities across multiple applications to reduce repetitive administration, improve coordination, and create a more consistent onboarding process.

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Instructor-ledVirtualHybrid

Designed around your roles, tools and real workflows.