Tool or Technology
TT0147

Make.com in Action

Design, Automate & Orchestrate AI-Powered Workflows

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

Programme Objectives

  • Develop functional proficiency in designing, building, testing, and maintaining multi-step business automations using Make.com's visual Scenario Builder.
  • Apply routers, filters, iterators, aggregators, variables, webhooks, APIs, and data transformation techniques to automate complex business processes.
  • Integrate AI into business workflows for extraction, classification, summarisation, analysis, generation, and adaptive decision-making.
  • Build and orchestrate Make AI Agents using business applications, scenarios, modules, context, and MCP-connected tools.
  • Apply robust error handling, monitoring, security, human approval, documentation, and governance practices to production-ready automation systems.

Technology covered

Make.comScenario BuilderMaia by MakeRoutersFiltersIteratorsAggregatorsWebhooksHTTPData StoresError HandlersMake AI ToolkitMake AI AgentsMake MCP ServerMCP ClientSubscenarios

Who should attend

  • Business Process Automation Professionals
  • Business Analysts
  • Operations Professionals
  • Sales & Revenue Operations Teams
  • Marketing Operations Professionals
  • Human Resources & Recruitment Teams
  • Customer Success & Support Teams
  • Project & Program Managers
  • No-Code / Low-Code Developers
  • Integration Specialists
  • Digital Transformation Teams
  • AI & Automation Professionals

Prerequisites & Participant Readiness

  • Basic understanding of business processes and workflow automation
  • Familiarity with common business applications such as CRM, email, spreadsheets, forms, project-management, or collaboration platforms
  • Basic understanding of triggers, actions, and data flow is recommended
  • Familiarity with Generative AI is helpful but not mandatory
  • Basic understanding of APIs, HTTP, JSON, or webhooks is beneficial for integration modules
  • No advanced programming knowledge required
  • Appropriate Make.com and connected-application access should be available for hands-on exercises
  • Completion of shorter Make.com programmes is not required

TOC Modules

Concepts
  • Understanding Make.com as a visual automation and orchestration platform
  • Understanding scenarios, modules, connections, triggers, actions, searches, and bundles
  • Understanding instant versus scheduled automation
  • Understanding operations, execution cycles, and data movement between modules
  • Identifying suitable business processes for automation
Practical activities
  • Navigating the Make Scenario Builder
  • Connecting approved business applications
  • Creating a basic trigger-to-action scenario
  • Running and inspecting a scenario execution
  • Mapping a manual business process into a visual automation

Scenarios

Intelligent Lead Qualification & Sales Automation

Lead Source / Webhook → Data Validation → AI Enrichment & Classification → Router → CRM Search / Update → Data Store → Make AI Agent → Sales Action → Human Review → Follow-Up

Participants build an intelligent lead-processing system that receives prospects from multiple sources, standardizes and enriches information, applies AI-assisted qualification, routes opportunities appropriately, and updates sales systems automatically.

AI-Assisted Employee Request Management

Employee Request → Webhook / Form → AI Classification → Router → HR / IT System → Data Store → Agent Decision Support → Human Approval → Resolution → Employee Notification → Monitoring

Participants create an end-to-end service workflow that combines deterministic automation with AI reasoning while maintaining human control over sensitive decisions and actions.

Related programmes

Continue with programmes from the same capability area.

Take the next step

Ready to make this programme work for your team?

Customise modules, duration and business scenarios for your team.

Instructor-ledVirtualHybrid

Designed around your roles, tools and real workflows.