Fundamentals of Automation and AI Agent Creation in Make
Level
IntermediateDuration
16h / 2 daysDate
Individually arrangedPrice
Individually arrangedFundamentals of Automation and AI Agent Creation in Make
This training teaches how to design and implement automations in Make, from simple scenarios to more advanced workflows – all without programming. Participants will learn process-oriented approaches, including triggers and actions, field mapping, and best practices for testing and running automations. The second part focuses on AI-based automations and practical applications in marketing, sales, and customer service. Topics include data organization, lead qualification, content creation, data enrichment, and the basics of building “intelligent agents” that respond to events and perform tasks using various tools. The course is implementation-oriented: participants leave with ready-to-use workflows that can be adapted to their own systems.
Participant Requirements
- Comfortable using a web browser
- Make account (created during the workshop)
- Accounts in applications used during the workshop – Google, Slack, Trello (created before or during the workshop)
- Basic knowledge of Google Sheets or Microsoft Excel
What You Will Learn
- Understand the fundamentals of automation in Make (triggers, actions, scenarios, scheduling, execution limits)
- Design and build automations from scratch (connecting applications, configuring triggers, field mapping, running and publishing workflows)
- Build advanced logic and data processing (filters, conditions, branching, working with records, merging results)
- Use technical integrations in automations (webhooks, basic API calls, mapping responses, practical use cases)
- Leverage AI in automations and learn the basics of AI agents (connecting AI tools, building and testing commands, planning, and running agents based on events)
- Design automations for common business processes (notifications for new requests, customer request handling, transferring data between spreadsheets and CRM)
- Implement projects with AI and AI agents (e.g., AI agent for responding to YouTube comments, AI agent for searching and enriching leads with output to Google Sheets)
Who is this training for?
Professionals looking to automate repetitive tasks-
Managers and coordinators
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Entrepreneurs and business owners
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Sales and marketing specialists
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Professionals responsible for CRM data quality
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Customer service teams and account managers who want faster response times
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Business analysts and process improvement specialists
Training Program
Day 1 – Make Fundamentals and Business Automations
Module 1: Introduction to Make and Automation Basics
- What Make is and how to use it in a business environment
- Differences between classic automations and AI-powered automations/agents
- Account setup, panel orientation, and workspace organization
- Differences between Make subscriptions
- Key concepts: triggers, actions, scenarios, schedules, execution limits
Module 2: Building Automations from Scratch – Configuration, Mapping, and Execution
- Setting triggers, configuration options, and schedules
- Connecting applications and building processes step by step
- Field mapping and passing data between modules
- Testing: running single elements or entire scenarios, publishing automations
Module 3: Automation Project Design
- Project: Notifications for new form submissions and routing to teams
- Project: Automating customer request handling (e.g., email → task management tool)
- Project: Data transfer between spreadsheets and CRM
Day 2 – Advanced Scenarios, Technical Integrations, and AI Automations
Module 4: Advanced Logic and Data Processing in Scenarios
- Filters and conditions in workflows
- Branching processes (different paths for different cases)
- Working with datasets: iterating over records and merging results
- Best practices for designing clear and maintainable scenarios
Module 5: Technical Integrations – Webhooks and API Calls
- Integrating with systems that lack native connections
- Sending and receiving data via webhooks
- Basic API calls: essentials, testing, and mapping responses
- Practical use cases: fetching data, enriching records, triggering actions in other systems
Module 6: Designing AI Automations and Introduction to AI Agents
- Connecting AI tools, selecting models, building and testing commands
- Basics of creating agents: action planning, quality rules, agent tools, and event-triggered execution
- Project: Creating an AI agent to respond to YouTube comments
- Project: Creating an AI agent to search, enrich, and log leads to Google Sheets
