Make.com (formerly Integromat) is one of the most powerful no-code automation tools available. These 5 templates will save your team hours every week — plug them in, customize the connections, and let them run.
1. New Client Welcome Sequence
When a deal closes in your CRM, this scenario fires automatically — sending a welcome email, creating a project folder in Google Drive, adding the client to Notion, and scheduling a kickoff calendar invite. Your client feels taken care of before you've even opened your laptop.
Scenario flow:
Trigger: Deal status changes to "Closed Won" in CRM (HubSpot / Pipedrive)
→ Module 1: Send welcome email via Gmail
→ Module 2: Create project folder in Google Drive
→ Module 3: Create client page in Notion database
→ Module 4: Schedule kickoff event in Google Calendar
Good for: Freelancers and agencies.
2. Invoice & Payment Tracker
Triggered the moment an invoice is created, this scenario watches for payment, sends a polite reminder if the invoice is still unpaid after 7 days, and logs every transaction in a Google Sheet for easy bookkeeping.
Scenario flow:
Trigger: New invoice created in FreshBooks / QuickBooks / Wave
→ Module 1: Check invoice status
→ Router: If unpaid after 7 days
→ Branch A: Send follow-up reminder email
→ Branch B: Log "paid" status to Google Sheets
→ Module 2: Update invoice log row regardless of outcome
Good for: Service businesses.
3. Lead Capture to CRM Pipeline
Every form submission — from Typeform, Jotform, or your website — is automatically turned into a CRM contact, assigned a follow-up task, and sent a welcome email. No lead falls through the cracks, even when you're busy.
Scenario flow:
Trigger: New form submission (Typeform / Jotform / Google Forms)
→ Module 1: Create contact in HubSpot or Airtable
→ Module 2: Assign follow-up task to sales owner
→ Module 3: Send automated welcome email to lead
→ Module 4: Add row to Google Sheets lead log
Good for: Sales-focused small businesses.
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4. Social Media Content Scheduler
Add a new row to your Google Sheets content calendar and this scenario takes care of the rest — publishing to Instagram and LinkedIn automatically, logging the result, and pinging Slack when it's done. One spreadsheet runs your entire social presence.
Scenario flow:
Trigger: New row added to Google Sheets (content calendar)
→ Module 1: Post content to Instagram Business
→ Module 2: Post content to LinkedIn Page
→ Module 3: Log publish result (success/error) back to Google Sheets
→ Module 4: Send Slack notification — "Post published ✓"
Good for: Content creators and marketing teams.
5. Weekly Business Performance Report
Every Monday at 8am, this scenario wakes up and does your reporting for you — pulling revenue from Stripe, task counts from Asana, and top traffic pages from Google Analytics, then compiling a formatted summary and emailing it straight to your team.
Scenario flow:
Trigger: Scheduled — Every Monday at 8:00am
→ Module 1: Fetch weekly revenue from Stripe
→ Module 2: Get completed task count from Asana
→ Module 3: Pull top pages from Google Analytics
→ Module 4: Build formatted HTML email summary
→ Module 5: Send report email to team distribution list
Good for: Any small business owner.
Stack These and You're Running on Autopilot
Five scenarios running in parallel can easily reclaim 6–10 hours a week across your team. The real power of Make.com isn't any single automation — it's the compound effect of every workflow running quietly in the background, every day, whether you're at your desk or not.
Start with the one that solves your biggest recurring pain. Get it running. Then build the next one.