What a Make automation is
Make connects approved applications through a trigger-and-action workflow. An event in one system can validate data, update another system, send a message, create a task and alert an owner.
The problem it solves
Manual copying between forms, inboxes, spreadsheets, calendars and CRMs creates delay, inconsistent records and work that nobody can see end to end.
Common first workflows
The best pilot is specific enough to measure and valuable enough to matter.
- Form → validation → CRM → owner alert
- Email enquiry → category → approved reply → task
- Qualified lead → calendar → confirmation → reminder
- Completed job → review request → status log
- Approved data → weekly report → management delivery
What reliable means
The workflow includes required fields, duplicate handling, logs, retry or stop behavior, owner alerts and a documented manual fallback. A happy-path diagram alone is not production-ready.
How we build it
We map current ownership, trigger, data, permitted action, exception, privacy need and success measure. Then we build and test one pilot before connecting more systems.
How value is measured
Response time, manual hours, record accuracy, completion rate, missed follow-ups and exception volume are compared with the previous process.