Make automation: how and why to use it?

Automation has become an essential tool for improving efficiency and reducing repetitive tasks in many areas. If you are looking for a simple and accessible solution to automate your online tasks, Make could be the answer to your needs. In this article, we'll introduce you to Make and explain why and how to use it to automate your tasks. If you're ready to find out how Make can help you save time and increase efficiency, read on!

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Introduction to automation and the Make tool

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Definition of automation

Automation is the process of using digital tools to perform tasks in a repetitive and/or scheduled manner, in order to save time and improve efficiency. Make is an online platform that allows its users to create customized automation processes by connecting different applications and online services.

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Introduction to Make and its features

Make is particularly useful for automating repetitive and tedious tasks, such as synchronizing data between different applications, sending notifications or reminders, or even processing data. The platform offers a wide variety of “triggers” and “actions” (actions to be performed when a trigger is activated) to create automation scenarios customized to the needs of the user.

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The benefits of using Make for automation

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Time and efficiency savings

By automating repetitive tasks, you can focus on more important, higher-value tasks. You save a significant amount of time.

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Reducing human errors

By completing tasks in an automated manner, you reduce the risk of human errors that can occur when tasks are completed manually. This can be especially useful for tedious or complex tasks that can be difficult to perform accurately every time.

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Ability to create complex processes

Thanks to the use of variables and advanced functions, Make makes it possible to set up complex automation processes that adapt to specific situations. For example, you can use conditions to perform an action only if certain conditions are met, or you can use loops to perform an action multiple times in a row.

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By using Make for automation, you can therefore not only save time and efficiency, but also set up more complex processes to adapt your automation to your specific needs.

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How do I use Make?

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Register and create an account

To use Make, you need to register and create an account on the platform's website (https://www.make.com/). Registration is free and allows you to test the platform before deciding to upgrade to a paid subscription.

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Creating a scenario and adding “triggers” and “actions”

Once you've created your account, you can start creating your first automation scenarios. To do this, you must add a “trigger” and one or more “actions” (actions to be performed when the trigger is activated). For example, you can define a “trigger” that monitors a folder on Google Drive, and an “action” that sends an email when a new file is added to the folder.

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Examples of common scenarios

Here are some examples of common scenarios you can implement with Make:

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- Sending an email when a new file is added to a folder on Google Drive

- Synchronizing data between different applications (for example, synchronizing contacts between Gmail and Salesforce)

- Sending notifications or reminders at specific times

- Data processing (for example, extracting data from an Excel file and sending a summary by email)

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There are plenty of other ways to automate with Make, and the platform offers a lot of “templates” that can help you get started quickly. You can also use the templates as a basis for creating your own custom scenarios.

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Tips and advice for maximizing the use of Make

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Using advanced variables and functions

Make offers a wide variety of variables and advanced functions that allow you to customize your scenarios and adapt them to specific situations. For example, you can use variables to store information temporarily and reuse it later in your scenario, or use functions to process data in specific ways (for example, extract part of a character string).

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Using filters to target specific actions

You can use filters to target specific actions and only execute an action if certain conditions are met. For example, you can use a filter to send an email only if the subject of the message contains a specific word.

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Creation of “templates” to reuse common scenarios

If you have an automation scenario in place that works well and you want to use again in the future, you can save this scenario as a “template.” This will allow you to quickly create new scenarios using this predefined template, which can save you time when you want to set up new automations.

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By using these tips and taking the time to fully understand the advanced features of Make, you can maximize the use of the platform for automating your online tasks.

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With Scroll, you can easily automate tasks and processes on Make

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Do you have repetitive or tedious tasks to perform online? Discover our Make agency ! Our automation experts master the tool to offer you tailor-made solutions. Do you have a specific need? Do you want a demo? Not sure which automated task? We are available to meet your expectations! If you have a project, do not hesitate!

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