Instructor: Alright, let's get started
with automating your business,
using your make.com account.
To give you a practical example,
let's go through a common business process,
client onboarding.
First, we need to set up our trigger.
When a new client is onboarded, we have several options.
You can monitor your CRM, your online signature tool,
or even a simple Google spreadsheet
that updates with each new client entry.
For this example, let's assume our spreadsheet
is linked to a Google form that automatically populates it.
Next we'll find our first module,
search for a Google spreadsheet and then watch new rows.
Click on the module and connect your Google account.
You'll need to name your connection
something easy to remember, then log in.
Select the spreadsheet you wanna monitor.
If you haven't created one yet, do so in Google Drive.
Note its location for later.
Our spreadsheet has columns for client name, client email,
service hired, and budget.
I'll add some test data.
Now go back to the Google Sheets module
and select the right method to find your file.
Focus on search method, drive,
spreadsheet id, and sheet name.
Set a limit if needed.
Right click the automation and select run this module only
to fetch data for the initial setup.
Now we can define the actions we want.
For our example, we want multiple actions
to occur simultaneously, so we'll need a router,
search for flow control, then router.
Our onboarding process has several steps.
First, we send the client an email.
Next we create a new folder in Google Drive
for documentation.
Finally, we set up a Slack channel for communication.
It's important to onboard clients only once.
The watch new rows module in Google Sheets handles this.
Depending on your setup, you might need an extra step,
like a filter between Google sheets and the router
and a field in the spreadsheet
indicating if the client has been onboarded.
Let's implement this.
Start with the Gmail module.
Click the router plus icon search for Gmail and choose
send an email.
Connect your Google account.
Set up the rest of the module.
Add the recipient using the client email field
from our spreadsheet, create a custom subject
using the client name field and draft your welcome email.
If needed, link other spreadsheets
to access additional data.
Click okay.
Next, set up the Google Drive module.
Click the router plus icon, search for Google Drive
and select create a folder.
Connect to your Google account
and choose where to create the folder.
Name it using the client name field from our spreadsheet
and share it with the client, setting their role to reader.
Add their email from the spreadsheet.
Don't forget to click okay.
Now let's set up our Slack channel.
Click the router plus icon search for the Slack module
and select create a channel.
Connect to your Slack workspace
and configure the channel name.
Remember the Slack channel names can't have spaces,
uppercase letters, or symbols.
Add a new column in your spreadsheet for Slack name
formatted accordingly.
Update the Google Sheets module to get the new field.
Run the module again if needed,
add the Slack name to the channel name field,
and choose if it's private or not.
In the Slack integration with Make,
there's an invite users action.
This only works if users already exist in your workspace,
so it's not useful for our onboarding process.
Click okay to save changes.
Great.
So far we've set up an automation that emails your client,
creates a Google Drive folder, and sets up a Slack channel.
These steps might seem small,
but they save a lot of time as your business scales.
As a final step, we need to send this information
to the next stage, delivering the solution.
This varies by business.
You might add the customer to your CRM like Airtable
or Pipedrive, or simply add the client to a Trello board
where your team tracks deliverables.
Using Trello as an example, add a new module
by clicking the router plus icon, searching for Trello
and selecting create a card,
connect to your Trello account
and link it to the right board.
Add client name to the card, select the list and labels,
and in the description include services hired and budget.
Click okay to save changes.
All right folks, let's hit run once and see what happens.
There you go.
It created the Gmail, the Slack channel, the drive folder,
and the Trello card, and there you have it.
A flexible onboarding automation that saves you time
and keeps things running smoothly.