Make Automation for Beginners: Your First Scenario

Make is a no-code platform that lets you automate workflows between apps such as Gmail, Slack, monday.com or your CRM without coding. In Make, workflows are called scenarios and consist of modules that you put together in a visual editor. Make connects over 3,000 apps and was called Integromat until February 2022. The free plan includes 1,000 credits per month, and paid plans start at 9 USD per month (billed annually) for 10,000 credits. In this tutorial, you'll build a scenario that categorises incoming emails with AI and routes them automatically to the right team.
Posted on
January 29, 2025
Make automation for beginners - Blinno blog thumbnail

Recurring tasks eat up a lot of time in day-to-day work: sorting emails, copying data from one tool to the next, filing attachments, keeping colleagues informed. Make handles these processes automatically. This article explains what Make is, what you can automate with it and what it costs in 2026. After that, you'll build your first scenario step by step: an AI-powered system that routes incoming emails.

What is Make?

Make is a no-code platform for automating workflows. You connect apps such as Gmail, Slack, monday.com, Google Drive or your CRM and define what should happen automatically when a certain event occurs. You do this in a visual editor where you put individual steps together as building blocks. No coding skills are needed.

Make connects over 3,000 apps and can reach any other interface through HTTP modules. The platform used to be called Integromat and was renamed Make in February 2022.

Make logo
Source: Make

What can you automate with Make?

Almost any process where data moves between tools can be automated with Make. Typical examples from SMEs:

  • Transferring data between CRM, ERP and project management so nobody has to enter it twice
  • Automatically creating a project in monday.com from a won deal
  • Writing new leads from web forms to the CRM and notifying the sales team in Slack
  • Extracting invoices from emails and filing them in accounting software or Google Drive
  • Setting up accounts, assigning tasks and sending welcome emails when onboarding new staff
  • Combining reports from several sources and sending them out regularly

Since 2025, Make has also offered AI agents that decide on their own which steps to take within a scenario, as well as an MCP server that lets external AI assistants such as Claude or ChatGPT trigger Make scenarios.

Key Make terms

Before you build your first scenario, it's worth knowing four terms.

Scenario: A scenario is an automated workflow in Make. It connects several apps and defines the order in which actions are carried out.
Module: A module is a single step in a scenario. It reads, creates, updates or deletes data in an app, for example "watch new emails" or "create an item in monday.com".
Connection: A connection gives Make permission to exchange data with an app. You set it up once per app account.
Credit: Make bills in credits. As a rule, each module action costs one credit. AI modules using Make's own AI access can use more.

How much does Make cost in 2026?

Make has a free plan with 1,000 credits per month and 2 active scenarios. That's enough to get to know the platform and test your first simple workflows. With annual billing, paid plans start at 9 USD per month (Core, 10,000 credits), with Pro at 16 USD and Teams at 29 USD. Billing is per organisation, not per person. We explain in detail how costs add up and how to estimate your usage in a separate article.

Tutorial: your first scenario in Make

To get started, we'll build a scenario that automatically categorises incoming emails in a shared inbox (for example info@company.com) and processes them according to their category: as a task in monday.com, as a message in Slack, or as a forwarded email with attachments saved to Google Drive.

Use case: routing emails automatically

Your company receives lots of email enquiries every day that need to go to different teams: marketing, HR or accounting. Instead of assigning each email by hand, Make takes care of these steps:

  • Fetching new emails automatically
  • Analysing the content with AI and assigning a category
  • Forwarding the email to the right team
  • Saving attachments to Google Drive where needed
Finished Make scenario for routing emails
Source: Blinno

Log in to Make and click "Create a new scenario" in your dashboard. If you don't have an account yet, you can sign up for free.

Creating a new scenario in Make
Source: Blinno

Step 1: watch the inbox for new emails

Click the plus button in the middle of the editor to add your first module. Choose Gmail and then "Watch Emails". This module checks the inbox at regular intervals and fetches new emails.

Gmail Watch Emails module in Make
Source: Blinno

With the first module, you set up the connection to your email account. You then define which folder Make watches and which emails are included.

Adding a connection in Make
Source: Blinno

Here's how to configure the key fields:

FieldValueExplanation
FolderINBOXWatches the inbox.
CriteriaAll emailsFetches all new emails, whether read or unread.
Mark as SeenNoLeaves the emails marked as unread in Gmail.
Maximum Results1Processes one email per run for testing.

Step 2: categorise the email content with AI

Add an AI module as the second step, for example from OpenAI or Anthropic, that generates a text response. It reads the content of the email and assigns it to a category such as Marketing, HR, Finance or Other. A prompt for this could look like this:

Assign the following email to exactly one of these categories: Marketing, HR, Finance, Other. Reply with the category name only, without any other text.

Email:
{{1.text}}

Choose a current model and set the temperature low, for example to 0, so that similar emails are classified the same way. The {{1.text}} placeholder passes the text from the Gmail module. The AI returns a single word, for example "Marketing".

AI module in Make for categorisation
Source: Blinno

Step 3: route emails with a router

After categorisation, add a router. It splits the scenario into several paths, and a filter on each path determines which emails continue along it: Marketing, HR, Finance or Other.

Router: A router splits a scenario into several paths. Filters let you define the condition under which a path runs, for example "Category equals Marketing".

Click "Add another module", search for "Flow Control" and select "Router".

Adding a router in Make
Source: Blinno

Step 4: actions by category

Now each path gets its own action:

  • Marketing: Make creates an item on the "Marketing Tasks" board in monday.com.
  • HR: Make posts a message in the HR team's Slack channel.
  • Finance: Make forwards the email to finance@company.com and saves invoices to Google Drive.

a) A task in monday.com for the marketing team

On the marketing path, add a monday.com "Create an Item" module. Connect your monday.com account, choose the board and give the item a name, for example the email subject. Once the module runs, the task appears on the board and the marketing team can work on it straight away.

monday.com module in Make
Source: Blinno

We show how to combine Make and monday.com further in this article:

b) A Slack message for the HR team

On the HR path, add a Slack "Create a Message" module, connect your Slack workspace and choose the channel. The HR team then receives the message automatically.

Creating a Slack message in Make
Source: Blinno

c) Forwarding and filing for the finance team

On the finance path, a Gmail module forwards the email to accounting, for example with the subject "New email for accounting". The original content is kept.

If the email has attachments, an iterator processes each file individually. A filter only lets through files whose name contains "Invoice" or "Rechnung" and that are PDF, XLSX or CSV files. A Google Drive module saves these in the "/Accounting/Invoices" folder.

Iterator: An iterator splits a collection of elements, such as several attachments in an email, into individual bundles. This lets each following module process each element separately.

To add an iterator, search for "Flow Control" again and select "Iterator". As the source, choose the "Attachments[]" array from the Gmail module. Make marks arrays with square brackets.

Iterator in Make
Source: Blinno

Then add the Google Drive "Upload a File" module, choose the target folder and map the file name and content from the iterator.

Google Drive module in Make
Source: Blinno

Place the filter between the iterator and the Google Drive module. It checks whether the file name contains "Invoice" or "Rechnung".

Setting up a filter in Make
Source: Blinno

Step 5: test and activate

Click "Run once" at the bottom left to test the scenario with a real email. Make shows for each module which data it received and passed on. If an error occurs, Make highlights the module concerned, and the built-in AI assistant helps you troubleshoot. Once everything works, activate the scenario and set how often it should run.

Factor in credits when you activate it: each run usually uses one credit per module, even if there's no new email. Running every 15 minutes rather than every minute therefore saves a lot of credits.

Where to go after your first scenario

This example shows the basic principles found in almost every Make scenario: a trigger, processing, a branch and actions in different tools. Building on this, you can add error handling, sync data between your CRM and accounting, or use AI agents that combine several tools on their own.

See how Make compares with n8n, Zapier and Power Automate in our overview:

Make with Blinno

Blinno is a Make Gold Partner. We build scenarios for SMEs, from simple connections to complex AI-powered workflows, and can look after them on an ongoing basis.

Got a process in mind that you want to automate? Book a free first call with us.

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Want to get started with Make, or have a more complex scenario in mind? As a Make Gold Partner, we build automations for SMEs and can look after them on an ongoing basis.

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