Make Fundamentals: Introduction to Workflow Automation

• No prior programming experience required
• Experience using web applications

Audience

• Managers
• Non-technical users
• Marketing professionals

Make is a powerful, user-friendly tool that enables users to automate workflows between different applications without any coding knowledge. This course will introduce participants to the core features of Make and teach them how to create simple workflows that automate repetitive tasks, saving time and improving productivity.

This instructor-led, live training (online or onsite) is aimed at beginner-level participants who wish to learn the basics of workflow automation and simplify their daily tasks using Make.

By the end of this training, participants will be able to:

• Create and manage workflows in Make.
• Integrate different applications into workflows.
• Automate simple tasks such as data synchronization, notifications, and file management.
• Understand how to use pre-built templates and create custom workflows.
• Learn how to troubleshoot and debug workflows.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Introduction to Make

• Overview of Make and its applications
• Setting up an account and navigating the dashboard
• Understanding the concept of scenarios and modules

Creating Simple Workflows

• Introduction to workflow creation
• Using pre-built templates
• Building a basic workflow: Connecting apps and setting triggers

Integrating Applications

• Exploring available app integrations
• How to add apps and configure connections
• Setting up triggers and actions in workflows

Automating Tasks

• Automating repetitive tasks like data synchronization and notifications
• Working with basic actions: Create, Update, Search
• Setting up filters to control data flow

Testing and Troubleshooting Workflows

• Testing workflows and debugging errors
• Common troubleshooting techniques
• Monitoring and optimizing workflows for performance

Summary and Next Steps