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Make No-Code Automation – application integration, data and business processes

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Training process

Training needs analysis

If you have specific requirements regarding the training programme, we will carry out a training needs analysis for you. This will guide us on which aspects of the programme should receive greater emphasis, so that the training programme meets your specific needs.

What will you gain?

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Build integrations on your own - You will learn how to connect apps and services in Make by yourself, so you can launch data flows faster across the tools your teams use in sales, marketing, support, and daily operations.

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Create scenarios step by step - You will practice building scenarios from scratch, setting up triggers and actions, and running automations manually or on schedule, so you can implement your own workflows right away.

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Handle data with confidence - You will master field mapping, passing data between modules, and working with text, dates, numbers, and lists, helping you avoid confusion and reduce errors in automated processes.

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Integrate business tools - You will see how to automate tasks with email, forms, Google Sheets, Excel, Slack, Teams, and CRM systems, so you can cut manual data entry and speed up work across your organization.

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Use webhook-based automation - You will learn to create and test webhooks, capture data from forms, websites, and other apps, and pass it to the next systems, so your processes can start exactly when events happen.

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Add decision logic to workflows - You will work with routers, filters, iterators, and aggregators, enabling you to build scenarios that handle multiple process paths, different data sources, and more advanced logic without coding.

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Control errors more effectively - You will learn how to review logs, run history, and error-handling paths, and how to set alerts for failed executions, so you can spot issues faster and reduce the risk of business disruptions.

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Apply automation in real work - In the workshop part, you will turn business needs into working workflows, test your own solutions, and learn practical ways to optimize, maintain, and safely scale automation in your company.

Training programme

1. Introduction to process automation with Make

  • what Make is and what it can be used for,
  • differences between no-code automation, low-code automation and traditional programming,
  • examples of Make applications in a company,
  • discussion of basic concepts: scenario, module, trigger, action, router, webhook, operation,
  • overview of the Make interface and the rules of working with scenarios.

2. Building first automation scenarios

  • creating a new scenario step by step,
  • connecting applications and external services,
  • configuration of triggering and execution modules,
  • testing the operation of the scenario,
  • running automation manually and according to a schedule,
  • analysis of the execution history of scenarios.

3. Working with data in Make

  • transferring data between modules,
  • mapping fields and using variables,
  • working with text, dates, numbers and lists,
  • filtering data in scenarios,
  • transforming data for the needs of subsequent stages of the process,
  • the most common errors during data mapping and ways to avoid them.

4. Integration of popular business tools

  • automations using e-mail,
  • integration with Google Sheets or Excel spreadsheets,
  • working with forms and submissions,
  • automation of communication in Microsoft Teams, Slack or Gmail,
  • creating notifications and alerts,
  • examples of integration with CRM, sales systems, marketing tools and databases.

5. Webhooks and event-based automations

  • what a webhook is and when it is worth using,
  • creating your own webhook in Make,
  • receiving data from forms, websites or other applications,
  • passing data to subsequent systems,
  • testing and diagnosing webhooks,
  • practical examples of event-based automations.

6. Conditional logic and advanced scenarios

  • creating decision paths using routers,
  • applying filters and conditions,
  • handling different process variants in one scenario,
  • creating multi-stage scenarios,
  • working with iterators and aggregators,
  • automation of processes requiring multiple data sources.

7. Error handling and automation monitoring

  • the most common errors in Make scenarios,
  • analysis of logs and run history,
  • creating error handling paths,
  • notifications about failed executions,
  • best practices for testing and deploying automation,
  • how to limit the risk of business process interruption.

8. Scenario optimization and best practices

  • how to design clear and easy-to-maintain automations,
  • module naming and documenting scenarios,
  • reducing the number of operations and the operating costs of scenarios,
  • data security in automations,
  • managing access to applications and accounts,
  • when to automate a process, and when it is better to simplify it.

9. Practical workshops – building your own automations

  • analysis of sample business processes,
  • workflow design from a business need to a working scenario,
  • building automations based on real cases,
  • testing, correcting and optimizing scenarios,
  • discussion of solutions prepared by participants,
  • recommendations for the further development of automation in the organization.

What are the prerequisites for participating in the training?

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Basic computer skills - You should be comfortable using a web browser, creating accounts, signing in to applications, and navigating the interfaces of different online tools without difficulty.

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Understanding of data work - You should understand the basics of working with data in tables and forms, including fields, records, columns, and common actions such as copying, filtering, and updating.

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Familiarity with office tools - It will help if you already use tools such as email, spreadsheets, online forms, or team messengers, because these types of applications will appear in the training examples.

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Process thinking - You should be able to describe a simple work process step by step, identify its inputs and outputs, and recognize which tasks are suitable for automation.