Make.com

Visual Workflows

Module overviewMake.com

In this lesson

You'll learn what Make.com is, how to use it end-to-end, and walk away with prompt templates you can reuse today.

AI workflow automationCRM automationE-commerce flows

20 min100 XPTry Make.com

1What This AI Tool Does

3 min

Make.com connects every app you use with AI in the middle. One workflow can replace a part-time employee.
Map triggers → AI steps → actions, then let it run on autopilot.

2Why It Matters in 2026

2 min

Every business runs on workflows. Make.com adds AI judgment to those workflows — routing, summarizing, deciding.
Teams of one now run operations that used to require five people.

3How To Set It Up

3 min

Sign up at https://make.com.
Connect the 3 apps you use most (email, CRM, Slack).
Start with a template, then customize the AI step.

4Core Features Explained

3 min

Visual workflow builder with hundreds of integrations.
Built-in AI steps for routing and classification.
Scheduling, webhooks, and conditional logic.
Error handling and run history.

5Real-World Applications

3 min

Lead capture → CRM → email sequence.
Form submissions → AI classification → routing.
Daily reports pulled from multiple tools.

6Practical Workflow Demo

3 min

Project: Form-to-CRM automation in Make.com.
Step 1 — Trigger on a new form submission.
Step 2 — AI step classifies and enriches the lead.
Step 3 — Push to CRM and trigger a follow-up email.
Step 4 — Turn it on and monitor the first runs.

7Assignment & Challenge

3 min

Build a 3-step automation in Make.com that connects two apps you use daily. Turn it on.

Prompt templates

Bonus

RACE

Role · Action · Context · Expectation

You are a senior expert in automation.
Your task is to ai workflow automation using Make.com.
Context: I'm working on [PROJECT] for [AUDIENCE] with the goal of [OUTCOME].
Deliver: a step-by-step plan plus the finished output in [FORMAT].

CRISPE

Capacity · Insight · Statement · Personality · Experiment

Act as a world-class automation expert with 10+ years using Make.com.
My situation: [DESCRIBE].
Produce: 3 distinct approaches to [GOAL].
Tone: confident, specific, no fluff.
For each approach, include the trade-offs and which one you'd ship today.

RTF

Role · Task · Format

Role: top 1% Make.com power user.
Task: CRM automation.
Format: numbered checklist + ready-to-use deliverable.
Constraint: maximum 300 words, zero generic advice.

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