Get Started with Automation
This document serves as an introduction to automation and guides you through building your first automated workflow using Make. Discover how to save time and reduce manual work by creating custom scenarios.
Learn the Basics
Understand the fundamentals of Make, how automation works, and the role of APIs in connecting different applications. Learn about the benefits of automation, including saving time, reducing errors, improving efficiency, and scaling easily.
What is Automation?
Automation involves using technology to perform tasks automatically, freeing up valuable time and resources. It helps in reducing errors and allows focus on more critical activities.
What is Make?
Make is a powerful automation platform that enables you to connect various applications and services to automate workflows and tasks without requiring any coding expertise. It supports a wide range of common manual tasks and complex end-to-end processes.
Explore examples of how Make can automate tasks such as notifying teams, sending welcome emails, managing prospects, and generating reports.
What's an API?
An API (Application Programming Interface) is a set of rules and protocols that allows different software applications to communicate. Think of it as a universal remote control for software, enabling seamless interaction between applications without needing to know their internal workings.
Learn about API endpoints and how Make orchestrates calls to various APIs, integrating with thousands of applications.
Create Your First Scenario
This section provides a step-by-step guide to building your first Make scenario, an automated workflow designed to send notifications to a sales team. You will learn to monitor a Google Sheet for new prospect entries and send Slack notifications.
What you'll build: A notification system connecting marketing and sales teams.
Your scenario will:
- Monitor a Google Sheet for new prospect entries.
- Send Slack notifications to the sales team upon new entries.
What you'll need:
- A Make account
- A Slack account and workspace
- A Google account
Follow the steps to plan your scenario by defining the applications to connect and outlining the specific actions needed.