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Automation

Fundamentals of Automation and AI Agent Creation in Make

This training teaches how to design and implement automations in Make, from simple scenarios to more advanced workflows – all without programming.

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Who it's for

Ideal for teams that…

1 Professionals looking to automate repetitive tasks
2 Managers and coordinators
3 Entrepreneurs and business owners
4 Sales and marketing specialists
5 Professionals responsible for CRM data quality
6 Customer service teams and account managers who want faster response times
7 Business analysts and process improvement specialists
Outcomes after the program

Cloud, automation and CI/CD in practice — hands-on for engineering teams.

✓

Understand the fundamentals of automation in Make (triggers, actions, scenarios, scheduling, execution limits)

✓

Design and build automations from scratch (connecting applications, configuring triggers, field mapping, running and publishing workflows)

✓

Build advanced logic and data processing (filters, conditions, branching, working with records, merging results)

✓

Use technical integrations in automations (webhooks, basic API calls, mapping responses, practical use cases)

✓

Leverage AI in automations and learn the basics of AI agents (connecting AI tools, building and testing commands, planning, and running agents based on events)

✓

Design automations for common business processes (notifications for new requests, customer request handling, transferring data between spreadsheets and CRM)

✓

Implement projects with AI and AI agents (e.g., AI agent for responding to YouTube comments, AI agent for searching and enriching leads with output to Google Sheets)

Requirements

What you should know before we start

  • Comfortable using a web browser
  • Make account (created during the workshop)
  • Accounts in applications used during the workshop – Google, Slack, Trello (created before or during the workshop)
  • Basic knowledge of Google Sheets or Microsoft Excel
Program · 6 modules

What we actually do

Day 1 – Make Fundamentals and Business Automations

M01
Module 1: Introduction to Make and Automation Basics
  • · What Make is and how to use it in a business environment
  • · Differences between classic automations and AI-powered automations/agents
  • · Account setup, panel orientation, and workspace organization
  • · Differences between Make subscriptions
  • · Key concepts: triggers, actions, scenarios, schedules, execution limits
M02
Module 2: Building Automations from Scratch – Configuration, Mapping, and Execution
  • · Setting triggers, configuration options, and schedules
  • · Connecting applications and building processes step by step
  • · Field mapping and passing data between modules
  • · Testing: running single elements or entire scenarios, publishing automations
M03
Module 3: Automation Project Design
  • · Project: Notifications for new form submissions and routing to teams
  • · Project: Automating customer request handling (e.g., email → task management tool)
  • · Project: Data transfer between spreadsheets and CRM

Day 2 – Advanced Scenarios, Technical Integrations, and AI Automations

M04
Module 4: Advanced Logic and Data Processing in Scenarios
  • · Filters and conditions in workflows
  • · Branching processes (different paths for different cases)
  • · Working with datasets: iterating over records and merging results
  • · Best practices for designing clear and maintainable scenarios
M05
Module 5: Technical Integrations – Webhooks and API Calls
  • · Integrating with systems that lack native connections
  • · Sending and receiving data via webhooks
  • · Basic API calls: essentials, testing, and mapping responses
  • · Practical use cases: fetching data, enriching records, triggering actions in other systems
M06
Module 6: Designing AI Automations and Introduction to AI Agents
  • · Connecting AI tools, selecting models, building and testing commands
  • · Basics of creating agents: action planning, quality rules, agent tools, and event-triggered execution
  • · Project: Creating an AI agent to respond to YouTube comments
  • · Project: Creating an AI agent to search, enrich, and log leads to Google Sheets
Every module is adapted to your stack and context. The above is a starting point — not a fixed agenda.
How we work

From brief to retro in 30 days.

01

Brief & diagnosis

A call with the team lead + a short survey for participants. We define goals, gap and context.

02

Program customization

We adapt modules, case studies and code examples to your stack. Approval in 5 days.

03

Workshop

Trainer-led sessions, hands-on, code review. Mentor available between sessions too.

04

Retro + report

Outcome report for the team and lead. 30 days of consulting included.

Inquiry

Send a brief. We'll reply within 1 day.

After a short brief we'll prepare a program and a quote. No obligations — it's just a starting point.

✓Quote within 48h of the brief
✓First session within 30 days
✓Pilot before the full decision
✓VAT invoice, payment in instalments possible

How we handle your data

We process your business data (name, work e-mail, phone number, company, job title) in order to handle your corporate training inquiry and prepare an offer. The data controller is infoShare Academy Sp. z o.o., Al. Grunwaldzka 472B, 80-309 Gdańsk. Providing the data is voluntary but necessary to receive a response. You have the right to access, rectify, erase or restrict the processing of your data and to object to it. Full information is available in our data processing notice.

Optional marketing consents

The controller of your personal data is infoShare Academy sp. z o.o. The rules for processing personal data are set out in the Privacy Policy and the Data Processing Notice.

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