image
 

What is Workflow Automation?

Workflow automation is about connecting tools, applications, and processes to work together efficiently and without manual intervention.

Forget about repetitive tasks

You can leave behind the need to perform manual and repetitive tasks, such as entering data, sending follow-up emails or updating statuses on multiple platforms.

Reduce human errors

Have the ability to perform automatic validations at every step of the flow, ensuring that the information processed is correct and complete before being used.

Increase productivity

With automation, tasks that could previously take hours or even days are completed in minutes. This speeds up response times and allows teams to work more efficiently.

Make Automation Use Cases
Produces deliverables

Imagine that your company needs to constantly generate customized documents, such as contracts, invoices, quotes, commercial proposals or reports. Documents that previously required hours are now generated in seconds.

Social Media Post

When content is approved by a team member, it can be automatically published to social networks like Instagram, Facebook, Twitter, and LinkedIn. Allows the marketing team to maintain consistency across all platforms very easily.

Real-Time Data Analysis

Collect metrics from multiple platforms like Google Analytics, social media, and CRM tools, unifying the data into a visual report in Google Sheets or Airtable. Improves decision making based on updated data.

Lead Tracking

If a lead interacts with your campaign (such as filling out a form or clicking a link), automatically add them to your CRM, assign a sales person, and send a reminder to follow up. Monitor and alert status changes to act quickly.

Asked Questions

Frequently Asked Questions

Any business, from startups to large corporations, can benefit from automation. These tools are highly customizable to fit any industry.

Initial setup of a basic flow can take minutes, while more advanced flows can take a few hours depending on the complexity.

We offer monitoring and alerting systems to identify issues and fix them quickly.

Yes! Make has advanced security measures in place, such as data encryption and secure authentication.