Make for small business
Build visual workflows that move, filter, and transform information across business apps.
Sources checked · Read the evidence
Guide updated
Back to the tool finderWhat can Make help you do?
Make arranges app actions into visual workflows called scenarios. Filters and branches let a business send different records to different destinations and inspect what happened along the way. It is useful when a process needs several rules, provided someone owns the connections, errors, and usage budget.
Turn a shared spreadsheet into an exception list for your team. Filter records against a clear rule, send the matches to a review sheet, and inspect the output before scheduling runs.
Create a review list from stock-check rows below your chosen minimum quantity. Keep reorder decisions with the team, and check that repeat runs do not add the same item twice.
Filter a spreadsheet of order exceptions into a daily review list. Start with one rule, such as a missing dispatch date, and verify the output before connecting any live order workflow.
Create a follow-up list from project records with an overdue next action. Use a visual filter to separate work needing attention, then check the list with the person responsible for each client.
Turn a job sheet into a list of requests missing a date or assigned owner. Review the exceptions before scheduling runs so staff can resolve gaps without scanning every row.
Build a review list from event-enquiry rows missing agreed details. Filter for gaps such as headcount or date, then let the team decide what to clarify before confirming an event.
A possible use to adapt to your workflow.
- Consider it for
- Visual workflows with filters or multiple destinations
How to try Make on one task
Build a review list from a spreadsheet containing records that need attention. Use a filter to select rows matching a clear rule, then write those exceptions to a separate sheet. Check ten sample rows manually and review credit usage before scheduling the workflow.
Create a test stock sheet with item names, quantities, and a minimum quantity for each item.
Build one scenario that reads the sheet, filters low quantities, and writes a review list.
Run it manually on ten rows and compare the results and credit usage before scheduling it.
Suggested workflow · Not a product demo or a tested outcome
What to check before choosing Make
- Estimate credits from all actions and repeated items, not just the number of workflow runs.
- Define how the review list avoids duplicate entries and check error logs after source columns change.
- Not a fit for
- A workflow nobody can maintain when an app changes
Official Make sources
Feature and access descriptions are based on the vendor’s own pages, checked . Fit, setup effort, and experiments are editorial guidance. This is a researched guide, not a hands-on product review.
Official links open in a new tab. Plans and availability can change; confirm the details on the vendor’s website.
