# 24 Make.com Automations Every Agency Can Use > These are 24 Make.com automations that agencies can use across onboarding, payments, sales, internal reporting, lead magnets, fulfilment, referrals, proposals and client communication. Each one starts with a trigger, such as a new payment, a booked call, a form response or a status change, and then runs a chain of steps across your other tools. Source: https://fluxomate.com/blog/24-essential-make-com-automations-for-agencies.html Published by Fluxomate (https://fluxomate.com/), 2025-03-03. Section: Automation templates. Video: https://www.youtube.com/watch?v=KfUbghJvssw ## Key takeaways - Every automation starts with a trigger. Finding the right trigger is the first design decision. - Onboarding and payment automations stop delays and missed billing problems early in the client relationship. - Sales automations keep your CRM updated and remind closers to log the result of each call. - Forms feed Google Sheets and Slack, so reporting happens without chasing people. - Send emails as HTML from Make.com, and ask ChatGPT to write both the HTML and any regex patterns for text parsing. - Most of these can be built with any task tool, CRM or form tool that has an API. ## Which onboarding automations are worth building? Onboarding is the first time a client sees how you work, so delays here leave a poor first impression. Automating it removes those delays. - **1. Full onboarding.** On a trigger, create a Slack channel, invite users, post and pin a welcome message, create a Drive folder and sub folder, copy a template into it, find the client in your CRM, create a project, link it to the client, create tasks for the team, and send a welcome email. After a short wait, find the project and email the relevant team member. - **24. Slack onboarding.** A lighter version. On a trigger, create a Slack channel named after the company, create a project record in a project database with the company name, retainer, status and Slack channel ID, invite team members, post a welcome message and create a task for someone to invite the client. Automatic client invites need an Enterprise Slack account. ## Which payment automations should you set up? - **2. Successful payment.** Trigger a Stripe webhook for successful payment intents, find the customer and send a thank you email. You can also update a finance tracker or post in a Slack channel for new payments. - **6. Payment link generator.** From a Make.com trigger, form, Slack message or email, use the client name, price and email to create a Stripe product, a price (monthly here, but it could be quarterly, yearly or one off) and a payment link through the API, then send the link. Stripe counts in pennies, so add two zeros. - **7. Failed payment.** The same as automation two, but triggered on payment failed. Email the customer with next steps. You could also notify your team and update your CRM. Failures are often accidental, such as a changed card, so catching them early avoids a large unpaid bill later. ## Which sales automations keep your CRM up to date? - **3. Booked call to CRM.** When a call is booked on your scheduling tool, filter for sales calls only, create a contact and a meeting record in your CRM, send a confirmation email and post in Slack. - **4. Call finished reminder.** A workflow in your scheduling tool emails the host when an event finishes. Make.com watches for that subject line, finds the contact in your CRM and sends the closer a Slack message with a link to update the lead. - **5. Email to Google Sheets.** Watch an inbox for a particular email, use the text parser with a regular expression to pull out fields, find the matching row by email address and update it. ChatGPT can write the pattern for you. ## How do you automate internal reporting? Automations 8, 9 and 10 form one end of day reporting system. Automation 20 is a related scheduled report. - **8. Form reminder.** At a set time each weekday, send a Slack message to each department channel with a link to its end of day form. Use Slack's Block Kit Builder for neater messages. - **9. Form to sheet.** When a form is completed, add the answers to a Google Sheet. Track different figures per department, such as hours worked, appointments set and follow ups for setters, or client meetings, tasks completed and issues resolved for customer success. - **10. Summary.** On a schedule, read a summary value from the sheet and post averages and feedback to the relevant channels and an admin channel. The same idea works for ad data or client health scores. - **20. Scheduled sheet report.** On a period you set, read a figure from a Google Sheet, in this case a capacity calculator, and post it to Slack. Use it for monthly client or finance reporting. ## How do you build interactive lead magnets? - **11. Calculator lead magnet.** A form collects monthly figures such as average price per customer, fulfilment cost, marketing cost, sales cost and number of clients acquired, plus an email address. Make.com works out customer acquisition cost and the lifetime gross profit to CAC ratio, and emails the result. - **12. Personalised sheet.** When a lead arrives, copy a Google Sheets template, customise its title and name with their company, share it and email it through Gmail. The lead can edit it straight away without making their own copy. ## How do you automate fulfilment, referrals and proposals? - **13. Project active to tasks.** When a project status changes from onboarding to active, create tasks with assigned employees, variable due dates and notes. Find the points where a trigger happens in your own fulfilment process and create tasks from them. - **14. Ask for a referral.** A button in your project tool finds the project and creates a client record in a referral database in Airtable, with referral, client and rewards tables. - **15. Referral form.** A form collects the client email, referral name and referral email. Find the client record, and add each referral email as its own record linked to that client. - **16. Referral converted.** When a referral is updated to converted, find the client, create a record in the rewards table and email the client about their reward. - **17 and 18. Proposals.** When a call is booked, find the closer and create a meeting record. After the call, the closer completes a form covering whether the lead was qualified, whether a proposal is needed, their problems, goals and consequences. The automation updates the meeting stage, sends the answers to ChatGPT, creates a custom presentation from a template and Slacks the closer to share it. Use it on a second call, as proposals still need personalising. ## Which automations help with client communication? - **19. A Slack AI assistant.** Trigger on a message in a channel, send it to ChatGPT and have a bot reply. It is the simplest version. Assistants trained on your SOPs, or given actions such as drafting proposals or client updates, are possible extensions. - **21 and 22. Support requests.** A form creates a task with the email, request, description and urgency, alerts the team in Slack and confirms to the client. When the task is completed, a message goes to the team and an email goes to the client, using a text parser to extract the email address. - **23. Send update button.** A button in your project tool finds the project, generates an update with AI from the task notes and sends it to the client's Slack channel. It could equally trigger when a task moves to complete. It keeps clients informed during fulfilment without extra work. ## What should you know before you build these? Send emails as HTML from Make.com. Plain text arrives poorly formatted, and ChatGPT can write HTML versions of your emails. Text parsing uses regular expressions, which ChatGPT can also generate. The video above walks through each automation, and the free templates for this guide include Make.com files you can import. ## Questions people ask ### What can agencies automate with Make.com? Onboarding, payment tracking and payment links, sales and CRM updates, end of day reporting, lead magnets, fulfilment tasks, referral tracking, proposals, support requests and client updates. Each starts from a trigger and runs a series of steps across your tools. ### Why send emails from Make.com as HTML? Without HTML, the formatting of automated emails comes out messy. HTML gives you clean, professional looking emails, and ChatGPT can write the HTML version of your email text. ### How do I trigger Make.com from Stripe? Add a Stripe webhook trigger, choose the payment intent group, and pick the event you want. Use payment succeeded for confirmations and payment failed for failure alerts. ### What is a regular expression and how do I get one? It is a pattern that Make.com's text parser uses to extract details, such as an email address, from a block of text. Ask ChatGPT to write a pattern for extracting what you need, then paste it into the module. Tools used: Make.com, Stripe, Slack, Gmail, Google Sheets, Google Drive, Google Forms, Airtable, ChatGPT, Block Kit Builder Free templates for this guide: https://fluxomate.com/resources.html?r=24-essential-make-com-automations-for-agencies