Transferring Make.com Automations to Your Client
When creating automations for your clients using Make.com, knowing how to easily transfer these workflows is crucial. This guide will walk you through the steps to import and export automations, simplifying the process for both you and your clients.
Understanding Make.com
If you’re tired of handling repetitive tasks manually and wish you could automate workflows without writing code, Make.com is the solution. Formerly known as Integromat, Make.com is a powerful automation platform designed to streamline both business and personal tasks seamlessly.
Unlike traditional automation platforms, Make.com offers a user-friendly drag-and-drop interface, making it accessible for beginners while still being robust enough for advanced users. Whether you need to automate email notifications, sync data between different tools, or manage complex processes, Make.com has the flexibility to meet your needs.
Navigating Your Make.com Account
Once you’ve logged into your Make.com account, you’ll find your organization, team, and scenarios displayed clearly. Scenarios are your automation processes. To transfer automations to a client or another organization, follow these straightforward steps.
Sharing Automations
Selecting a Template
- Navigate to the Templates section within Make.com.
- Choose a template that fits your client’s needs. For example, if you want to share an automation that posts new Facebook updates to Discord, select that template.
- Click on the template and select "Create New Scenario from Template" to set up the scenario specific to your requirements.
Exporting the Automation
- Open your chosen scenario by clicking on its name in your scenarios list.
- Once loaded, locate the three dots (More button) at the bottom of your screen.
- Click on “Export Blueprint” from the pop-up menu. This will download your scenario as a file to your device.
Once you have the blueprint file, you can send it to your client via any messaging platform like Discord, WhatsApp, or email.
Importing the Automation
For your client to import the automation:
- They need to log into their Make.com account and navigate to the Scenarios section.
- Click on "Create New Scenario" to access the scenario dashboard.
- Again, they should click the More button (three dots) at the bottom of the screen.
- Select “Import Blueprint” and then "Choose File."
- Locate the downloaded blueprint file and click "Open."
- After the file uploads, they should click on "Save" to finalize the import.
This process makes it easy for your clients to utilize the workflows you’ve created.
Using Available Templates
If your client has specific needs, they can also browse Make.com’s variety of pre-built templates. For instance, if they want to connect YouTube to Discord or integrate with other services like ChatGPT or Google Sheets, they can search for public templates.
- Find a relevant template.
- Click on "Create New Scenario from Template."
- Follow the same export procedure to share the automation.
Conclusion
Transferring automations in Make.com is quite straightforward, whether you’re exporting templates for your clients or setting them up for personal use. By following the steps outlined above, you can effectively share your innovative solutions and help others automate their processes effortlessly.
If you have any questions or need further assistance, feel free to leave a comment below. Don’t forget to like and subscribe for more helpful guides. Thank you for reading!
