What is Make? 

Make is our chosen Automation platform at Strictly Savvy. If you've heard of Zapier, it's just like that. 

Make allows different apps and systems to talk to each other and automatically perform tasks without manual input. Instead of a person repeating the same steps over and over (copying data, sending follow-ups, creating tasks, updating records), Make lets us build automated workflows that run in the background based on set rules and triggers.

Make.com IS NOT:

• A replacement for human judgement

• A “set and forget” tool without oversight (we still need to check the automations are running properly)

• Used for tasks that require interpretation, decision-making, or client-specific nuance

Automations are designed to handle structured, predictable steps, while anything complex, unclear, or unusual still gets reviewed by a person.

Automations are always documented, reviewed and monitored to ensure they continue working as expected

Make FAQs

Why are we using Make instead of Zapier? What if my client wants to use Zapier?

The main reasons we're using Make are that it's cheaper for us as we scale the number of automations we're creating, and it has the ability for us to build more complex automations than Zapier does. 

If a client wants us to set up using Zapier instead of Make, things will work differently; They will have to pay for the Zapier account and we will build the automations and workflows in their account, BUT this will be at a higher, consulting rate, as this is a benefit to the client, not us. If a client requests this, please let the Client Success Manager know. 

What do I do when I'm ready to start building in Make?

YAY!

To start with, we want to pick what we’re calling ‘friendly’ clients that are more likely to be open to us playing around with automation. This will help us learn some things before we get to the others. 

When you’re ready to start testing, playing around or building + when it’s likely a client will see what you’re doing, we need to have this as a trigger for the Client Success Manager to give the client a heads up. Even if that’s before you know exactly how the automation is going to work, that’s okay, you just need to know the types of automations you'd like to be setting up for the client so the Client Success Manager can give them a rough heads up.

Please:

1.  Let the Client Success Manager know you need her to have the convo with X client about automation (and what types of things you're keen to try)

2. Let the Office Manager know you need an automation sub-timer for that client (this time does not get charged to the client or show up on their timesheet)

3. Let the Tech Lead know if you need any support

4. Create a free Make account if you have already https://www.make.com/en/register (and give details to the Office Manager to add to LastPass)

5. Let the Tech Lead, Marketing Manager or GM know what client you need access to in Make and they will invite your account to the Strictly Savvy Organisation. 

Before any automations are set live, leadership MUST know. Please see further instructions under "I'm ready to turn an automation on/set an automation live, what now?"

Do I need a separate client page/Team in Make for each client? 

Yes! We make a new one for each client, and then we can grant access to only people that need it (like we do with LastPass, Xero etc.)

How do I get access to a client/Team in Make?

The Tech Lead, Marketing Manager and GM can create a new one for you or give you access to an existing one. 

What Make learning do we start with? Do we have a paid account?

• Everyone will create a free Make account and can begin training under your own login at any time https://academy.make.com

• There is also their YouTube for training https://www.youtube.com/@itsmake  

• The other way is to just get in there and start trying to build an automation! You can do this on your free account if it's just a dummy automation, otherwise we have a paid master Make account that you will be invited to as a user just like LastPass/Xero - please let us know when you are ready to start making real builds and we will add you. You can make test automations in your own account of course.