5 Make.com Scenarios Every Business Needs
Make.com (formerly Integromat) can automate almost anything. But with infinite possibilities, where do you start? After implementing hundreds of automations for clients, these five scenarios consistently deliver the highest ROI.
Each one is battle-tested, easy to implement, and starts saving time from day one.
Lead Capture to CRM + Notification
When someone fills out your website contact form, the data goes... where? An email inbox you check sporadically? A spreadsheet someone forgets to update?
The automation:
Why it matters: Speed to lead is everything. Companies that respond within 5 minutes are 100x more likely to connect. This automation ensures instant response while your team gets notified in real-time.
Saves 30+ minutes per leadInvoice Creation and Payment Follow-Up
Chasing payments is tedious. Forgetting to invoice is expensive. Automate the entire cycle.
The automation:
Why it matters: Consistent invoicing improves cash flow. Automated reminders recover money you'd otherwise lose to "I forgot" excuses. Many businesses see 15-20% faster payment cycles.
Saves 2-3 hours per weekCustomer Onboarding Sequence
New customers need information, access, and attention. Manual onboarding is inconsistent and exhausting at scale.
The automation:
Why it matters: First impressions set the tone. Automated onboarding ensures every customer gets the same high-quality experience regardless of how busy you are.
Saves 45+ minutes per customerSocial Media Content Distribution
Creating content once and manually posting to five platforms is a waste of creative energy.
The automation:
Why it matters: Content distribution is where most creators fail. Automation ensures your work actually reaches your audience across every channel without repetitive copy-paste.
Saves 1-2 hours per postDaily Business Digest
Instead of checking 10 different tools every morning, get one summary with everything that matters.
The automation:
Why it matters: Decision-makers need visibility, not dashboard-surfing. A daily digest keeps you informed without the cognitive overhead of logging into multiple systems.
Saves 20+ minutes dailyImplementation Tips
Start Simple
Don't try to build the perfect automation on day one. Get a basic version working, then add complexity incrementally.
Handle Errors Gracefully
Every scenario should have error handling. At minimum:
- Email yourself when something fails
- Log errors to a spreadsheet for review
- Use Make.com's built-in retry functionality
Test with Real Data
Don't just test with fake entries. Run a real form submission, real invoice, real customer through the workflow. Edge cases appear in production.
Document Your Scenarios
Future you (or your team) will thank present you. For each scenario, document:
- What triggers it
- What it does, step by step
- What credentials/connections it uses
- Common failure modes and fixes
The Compound Effect
Each automation saves minutes. Combined, they save hours. But the real value isn't time—it's consistency and reliability.
Conservative estimate: These five scenarios together save 5-10 hours per week. At $50/hour, that's $13,000-$26,000 annually in recovered productivity—not counting the revenue gains from faster lead response and better customer experience.
Ready to Automate?
These scenarios are starting points. Your business has unique workflows that could benefit from automation. The question isn't whether to automate—it's what to automate first.
Need help identifying your highest-impact automation opportunities? Let's talk. We'll audit your current processes and recommend where automation will deliver the biggest returns.