Data collected
Report built
Sent to leadersReporting
Weekly report, zero effort
Numbers from several tools are pulled together every Monday and emailed to leadership as one summary.
Main ToolsMake.com
Make connects your tools so work moves on its own
We build and maintain Make scenarios that link your apps, with error alerts and retries, so data moves between them without copy and paste.
- Free 30-min audit
- No license reselling
- Training included
Data collectedReport builtSent to leadersRunningScenario ran · just now
What we build
Automations that don't break quietly
Six things we most often build with Make, each designed to be monitored and maintained.
Multi-step scenarios
Chains across several apps, from the first trigger to the last update.
Error alerts & retries
Failures notify the right person and retry, so nothing gets lost.
Scheduled syncs
Nightly or hourly syncs that keep two systems in agreement.
Forms & webhooks
New form responses and events create records the moment they arrive.
Reports on autopilot
Numbers from several tools pulled into one summary and sent on schedule.
Custom connections
API and HTTP connections when there's no ready-made app.
Overview
See Make in action
A short official overview from Make, so you can see how scenarios work before we talk.
Example flows
See how your tools connect
Three common flows we build. Each one replaces copy-paste work with a single automated chain.
Form submitted
Lead created
Team notifiedSales
Every lead captured, instantly
A website form creates a lead in monday.com, assigns an owner, and alerts the sales channel in Slack.
Deal won
Project created
Invoice issuedOperations & Finance
From closed deal to kickoff
When a deal is won in your CRM, the project is built in ClickUp and the invoice is drafted in Xero.
Data collectedReport builtSent to leadersReporting
Weekly report, zero effort
Numbers from several tools are pulled together every Monday and emailed to leadership as one summary.
Sample flows. We replace these with automations we have actually built for clients.
What it looks like
A scenario you can monitor
A simplified example of a Make run log. Yours shows your own scenarios, triggers and results.
| # | Scenario | Trigger | Owner | Result |
|---|---|---|---|---|
| 1 | Form → CRM lead | Typeform | AAlex | Success |
| 2 | Deal won → project | HubSpot | SSam | Success |
| 3 | Weekly report | Schedule | DDana | Success |
| 4 | Invoice sync | Xero | SSam | Retrying |
| 5 | Lead enrichment | Webhook | AAlex | Failed |
- Form → CRM leadSuccessTypeformAAlex
- Deal won → projectSuccessHubSpotSSam
- Weekly reportSuccessScheduleDDana
- Invoice syncRetryingXeroSSam
- Lead enrichmentFailedWebhookAAlex
Services
Four ways to work with us on Make
From a one-time audit to ongoing support. Most clients start with the audit.
01 · Think
Workflow Audit
We map your current processes and tools, and find where time is lost.
Best for
Teams who know something is off but not where to start
- Process and tool mapping session
- Bottleneck and waste review
- Prioritized roadmap of quick wins
- Clear recommendations, no lock-in
02 · Implement
Quick-Win Automation
We automate one clear, high-impact process from start to finish.
Best for
One repetitive task that eats hours every week
- One end-to-end automation
- Testing with real data
- Short handover documentation
- A fix period after launch
- Error alerts set up
03 · BuildMost popular
Connected Build
We set up and customize your tools, then connect several systems at once.
Best for
Growing teams ready to run on one connected system
- monday.com or ClickUp setup
- Custom boards, fields, and dashboards
- Integrations across several apps
- Data migration from old tools
- Team training sessions
- Go-live support
04 · Run
Managed Support
We maintain, fix, and keep improving your system after go-live.
Best for
Teams who want a partner, not a one-off project
- Monitoring of all automations
- Fixes and small changes each month
- New automations as you grow
- Priority response time
- Quarterly review of your workflows
How it works
- Step 1AuditWe review how work flows today.
- Step 2DesignWe plan the system and connections.
- Step 3Build & connectWe set up tools and link them.
- Step 4Train & supportYour team learns it; we stay close.
Pairs well with
Make at the center of your stack
Make connects monday.com or ClickUp to the rest of your tools, so the platform you choose stays the single source of truth.
Main Toolsmonday.com
A flexible work OS, set up around how your team sells, delivers, and reports.
- Sales CRM with pipelines and automatic follow-ups
- Client onboarding boards with forms and approvals
- Live dashboards for owners and managers
Main ToolsClickUp
One place for projects, tasks, and docs, shaped to your delivery process.
- Project templates that launch from a won deal
- Time tracking and workload views per team
- Client portals and recurring task schedules
FAQ
Questions about Make
No. You own your Make account; we design, build and maintain the scenarios.
Free workflow audit
Audit your business workflow
Tell us how your team works today. We'll review your tools and processes, then send you a short, practical plan to connect them.
- A map of your current workflowWhere data lives and where it gets stuck.
- Prioritized quick winsWhat to automate first for the biggest time savings.
- A connection planWhich tools to link, and how.
We reply within 1 working day. No sales pressure.