Workflow Automation Beginner

Master Workflow Automation with Make

The complete guide to Make automation. Build production workflows that save 20+ hours per week.

1-2 hours Octacer Engineering January 21, 2026
Master Workflow Automation with Make

Prerequisites

  • Make (Integromat) free account
  • Access to apps you want to connect

Tools Used

Make.com Google Sheets Slack Email

Learn to build powerful, multi-step workflow automations using Make (formerly Integromat). From basic triggers to complex branching logic.

Make Fundamentals

Make uses a visual, scenario-based approach to automation:

  • Scenarios: Complete workflows connecting apps
  • Modules: Individual actions (triggers, actions, searches)
  • Connections: Your authenticated app accounts
  • Operations: Each module execution counts as one operation

Key Concepts

  • Triggers: Start your scenario (webhook, schedule, app event)
  • Actions: Do something (create record, send message)
  • Searches: Find existing data
  • Routers: Branch logic based on conditions
  • Iterators: Loop through arrays of data

Lead Notification Workflow

Let's build a practical automation: When a new lead submits a form, notify your team on Slack with lead details.

Workflow Steps

  1. Trigger: New form submission (Typeform, Google Forms, etc.)
  2. Action: Send Slack message with lead details
  3. Action: Add lead to Google Sheet for tracking

This simple workflow eliminates manual lead monitoring and ensures instant team notification.

Ready to Implement This Playbook?

Our team can implement these strategies for you, tailored to your specific business needs.

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