Tool or Technology
TT0146

Make.com Foundations

Build Visual Automations & Intelligent Workflows

Make.com
Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational proficiency in using Make.com to automate repetitive business processes across connected applications.
  • Create multi-step visual scenarios using modules, data mapping, filters, routers, iterators, and aggregators.
  • Apply functions, webhooks, scheduling, and error-handling techniques to build more reliable automation workflows.
  • Incorporate AI capabilities into scenarios for extraction, classification, summarisation, content generation, and intelligent routing.
  • Build reusable Make.com workflows while applying appropriate testing, monitoring, security, and human-review practices.

Technology covered

Make.comScenariosModulesFiltersRoutersIteratorsAggregatorsFunctionsWebhooksError HandlingMake AI Agents

Who should attend

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

Prerequisites & Participant Readiness

  • Basic computer and internet proficiency
  • Familiarity with common business applications such as email, CRM, spreadsheets, forms, and collaboration tools
  • Basic understanding of repetitive business processes and workflows
  • No programming knowledge required
  • Basic familiarity with APIs or webhooks is helpful but not mandatory
  • No previous Make.com experience required

TOC Modules

Concepts
  • Understanding workflow automation and common business applications
  • Understanding Make.com scenarios, modules, connections, operations, and execution
  • Understanding triggers, searches, actions, and data flow
  • Understanding manual, scheduled, and event-driven automations
  • Identifying business processes suitable for automation
Practical activities
  • Exploring the Make visual scenario builder
  • Connecting two common business applications
  • Building and executing a simple Trigger → Action scenario

Scenarios

Intelligent Lead Management

Lead Form / Webhook → Data Validation → AI Classification → Router → CRM → Sales Assignment → Notification

Participants create a Make.com workflow that captures incoming leads, processes and classifies the information, routes each lead according to defined business rules, and updates relevant sales systems automatically.

Automated Customer Request Processing

Customer Request → Make Scenario → AI Extraction & Classification → Conditional Routing → Business Application → Response / Escalation

Participants build an intelligent workflow that analyses incoming requests, extracts key information, selects the appropriate processing route, and automates routine actions while escalating exceptions for human review.

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Instructor-ledVirtualHybrid

Designed around your roles, tools and real workflows.