Automate Your Entire Business With Make AI
Every business has its challenges. Responding to emails, handling incoming leads, entering data, and managing team members is time consuming and prone to being done incorrectly. Manually handling these tasks becomes impossible as your company grows.
Using a visual automation interface can help. Make (previously Integromat) has no coding requirements and can connect tens of thousands of apps. Artificial intelligence can boost workflows and can be implemented to help systems read, make sense of, and intelligently route and respond to information.
Your first thought regarding automating your business with Make AI is probably “this seems overwhelming,” and you are correct, to an extent. Breaking your Make AI automation down to individual departments and tackling automation for repetitive tasks first can help create a more manageable transition and allow your personnel to concentrate on strategy and growth.
Make AI operates on the idea of triggers and actions. An action is the result of a trigger and translates into automation for a different app. There is a drag-and-drop interface for visually connecting actions and triggers.
The addition of artificial intelligence tools such as OpenAI, Anthropic, or Google AI, makes the workflows on this canvas both intelligent and dynamic. AI does not just move data from A to B, but analyses data on the fly. AI can summarise a long email, extract details from invoices, or even access a customer review and tell you what the emotional tone of the review is.
This makes it possible to convert the inflexible logic of an automation process into something that is intelligent and flexible. It means that you don’t need a human to read every incoming form or to manually sort support tickets.
Big Business Areas to Automate
When it comes to intelligent automation, every business unit has an application. However, the best places to start the automation journey are highlighted below.
Customer Support and Service
When it comes to customer support and service, expectations are at an all time high. Customers expect immediate and accurate responses. AI can assist with first level support tickets, and even take care of most of them.
When a customer support ticket is created, a Make scenario can pass the text of the support ticket to an AI model. The AI processes and understands the support ticket and identifies the issue at hand, and constructs and prepares a response that is consistent with the company’s knowledge. If the issue raised is trivial, the workflow can respond to the customer automatically. If the issue is beyond what the customer support team can handle, the AI can distill the issue and escalate it to the relevant team member on Slack or Microsoft Teams.
Marketing and Content Dissemination
Effective and consistent marketing is a function of constant content creation and distribution. All this has to be taken off the plate of the marketer and be left to automation.
You can set up a workflow when new posts get published on your company blog. After a new blog post goes live, Make automatically sends the post to an AI to create social posts. The AI can come up with three different social post variations with appropriate hashtags. Make automatically publishes the social posts to your LinkedIn, Twitter, and Facebook.
This means you can maintain an active social presence with little effort.
Sales Pipeline Management
Sales teams are most effective when they are selling to prospects and not doing admin work. Make AI ensures your CRM stays current and leads remain engaged.
When a new lead submits a form on your website, Make can automatically enrich data on the lead’s company. An AI then evaluates the enriched data and scores the lead against your ideal customer criteria. High-scoring leads warrant an immediate SMS and direct notification to your sales representatives. Poor-scoring leads are then automatically put into a long-term email nurture campaign.
HR and Employee Onboarding
When you hire a new team member, you have an extensive compliance checklist to complete. New employees can get overwhelmed. Missing a step can lead to legal issues and a poor employee onboarding experience.
Unlike any other software, Make, can automate the entire journey of a new hire. For example, when a new hire signs an offer letter sent via DocuSign, a Make scenario activates. It creates a Google Workspace user account, adds them to the necessary Slack groups and channels and sends out a welcome message. The AI even writes a custom training plan by new hire’s role and department and pushes it to the new hire’s calendar.
How to Start with Your First Intelligent Workflow
The first step in starting your automation journey is to think. Don’t just open Make and start dragging blocks to build scenarios with no real understanding. If you do that, you’ll end up with a broken workflow.
Start by listing your regular activities over a week. Make a to-do list and write each repetitive task you do along with your team. Especially focus on the activities that involve several applications.
Choose a small, low-risk task to start with. Don’t even think of the complexity of automating your fully fledged accounting system on the first day. For example, you would categorize incoming contact forms.
Identify each of the components of the workflow, starting from the end and working backwards. What’s the last step, the task that the end user hopes to achieve? What app do you need to start with? What will trigger the action? Once you have that figured out, open up Make and build the scenario you planned.
Evaluating the Savings
Building these processes takes time but reaps great rewards especially with time savings. If a Make scenario enables your team to save 10 hours per week on data entry, that means 500 hours a year. Your team gains a quarter of a full-time employee without incurring payroll expenses, For many use cases, AI automation eliminates costly mistakes. A disgruntled employee might forget to CC a customer on an important update or incorrectly enter a total on an invoice. Once a Make workflow is created, that workflow will be run exactly the same way time after time.
What’s the Next Step?
To be successful as a scale company, you need processes and systems that work for you. Make AI is your avenue to build a team that does the tasks that consume the time and energy of your employees. You can start with something simple. Pick one of the bottlenecks in your daily work and use Make to resolve that. The more your work with the platform and the visual canvas to build workflows and use the AI tools, the more you’ll be able to address bigger and bigger problems in a cohesive way that enhances the growth of your business. Gradually you’ll reach a level of automation that creates an intelligent business ecosystem for growth. It’s the beginning of an opportunity to grow seamlessly without creating a bigger team. You’ll simply be able to grow your team’s productivity using Make AI.**
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