Make.com Templates: 20 Ready-Made Scenarios You Can Deploy Today
Make.com's Template library has thousands of pre-built scenarios — picking ones that fit your workflow still takes digging. This guide lists 20 battle-tested Make.com scenario templates across sales, marketing, operations, and AI-powered automation, with the modules used, realistic setup times, and customization tips.
New to Make.com or already running dozens of scenarios? Either way, these templates are a working starting point you can deploy and adapt in under an hour.
What are Make.com scenario templates?
A Make.com scenario template is a pre-configured automation blueprint you can import directly into your account. Templates define the module sequence, connections, and data-mapping logic. You still connect your own accounts and adjust filters — but the structural work is already done.
You can browse templates at make.com/en/templates, filter by app, category, or use case, and click Use Template to copy the scenario into your workspace. Templates are available on every plan, including the free tier.
Quick-reference: all 20 templates at a glance
| # | Template | Category | Setup time | Key modules |
|---|---|---|---|---|
| 1 | LinkedIn lead → CRM entry | Sales | 20 min | LinkedIn, HubSpot |
| 2 | Quote request → Invoice | Sales | 25 min | Typeform, QuickBooks |
| 3 | Deal stage change → Slack + task | Sales | 15 min | HubSpot, Slack, Asana |
| 4 | Abandoned cart recovery | Sales | 30 min | Shopify, Klaviyo |
| 5 | New deal → proposal doc | Sales | 20 min | Pipedrive, Google Docs |
| 6 | Blog post → social multi-publisher | Marketing | 20 min | RSS, Buffer, LinkedIn |
| 7 | Competitor price monitor | Marketing | 30 min | HTTP, Google Sheets |
| 8 | Webinar reg → onboarding sequence | Marketing | 25 min | Zoom, ActiveCampaign |
| 9 | Email analytics dashboard | Marketing | 20 min | Mailchimp, Google Sheets |
| 10 | UGC moderator | Marketing | 20 min | Instagram, Airtable, Slack |
| 11 | Employee onboarding | Operations | 30 min | Google Forms, Slack, Notion |
| 12 | Invoice processing pipeline | Operations | 25 min | Gmail, Google Drive, QuickBooks |
| 13 | Support ticket → project task | Operations | 15 min | Zendesk, Jira, Slack |
| 14 | Expense approval workflow | Operations | 20 min | Google Forms, Slack, QuickBooks |
| 15 | Scheduled report generator | Operations | 20 min | Google Sheets, Email |
| 16 | Claude content analyzer | AI-Powered | 25 min | HTTP, Anthropic, Google Docs |
| 17 | AI lead scorer | AI-Powered | 30 min | HubSpot, OpenAI, HubSpot |
| 18 | Meeting summarizer | AI-Powered | 25 min | Zoom, OpenAI, Notion |
| 19 | Competitive intelligence monitor | AI-Powered | 30 min | RSS/HTTP, OpenAI, Slack |
| 20 | AI support router | AI-Powered | 25 min | Email/Zendesk, OpenAI, Helpdesk |
Sales templates (5)
1. LinkedIn lead capture → CRM entry
What it does: When a prospect fills in a LinkedIn Lead Gen Form, Make automatically creates or updates a contact record in HubSpot (or Salesforce), assigns it to a sales rep, and sends a personalised welcome email — all within seconds of the form submission.
Modules used: LinkedIn Lead Gen Forms (trigger) → HubSpot Create/Update Contact → Gmail Send Email
Setup time: ~20 minutes
Customization tips:
- Add a Router module after HubSpot to split leads by country or company size and route them to different reps.
- Use the Text parser module to extract the company domain from the prospect's email and enrich with Clearbit before writing to HubSpot.
- Set a filter on the LinkedIn trigger to only process leads from specific campaigns.
2. Quote request → invoice pipeline
What it does: A Typeform quote request triggers Make to generate a formatted Google Doc quote, email it to the prospect, and — once marked won — create a draft invoice in QuickBooks.
Modules used: Typeform (trigger) → Google Docs Create Document → Gmail Send → QuickBooks Create Invoice
Setup time: ~25 minutes
Customization tips:
- Use a Google Sheets lookup to pull current pricing tables dynamically so you never hand-edit a template.
- Add a Slack notification to alert your sales manager when a quote above a threshold amount is sent.
- Trigger the QuickBooks step only after a HubSpot deal reaches the Closed Won stage by chaining a webhook.
3. CRM deal stage change → Slack notification + task creation
What it does: Every time a HubSpot deal moves to a new pipeline stage, Make posts a formatted update to the relevant Slack channel and creates a follow-up task in Asana assigned to the deal owner.
Modules used: HubSpot Watch Deal (trigger) → Slack Send Message → Asana Create Task
Setup time: ~15 minutes
Customization tips:
- Use Conditions to send different Slack messages depending on the stage (e.g., a congratulatory message for Closed Won, a nudge message for Stalled).
- Include deal value and close-date fields in the Slack message for at-a-glance pipeline visibility.
- Chain an additional Gmail module to notify the customer-success team when a deal hits the Onboarding stage.
4. Abandoned cart recovery sequence
What it does: Shopify fires a webhook when a cart is abandoned. Make waits 1 hour (using the Sleep module), checks whether the order was completed, and — if not — sends a personalised recovery email via Klaviyo with the exact cart items.
Modules used: Shopify Watch Events (trigger) → Sleep → Shopify Get Order → Klaviyo Send Email
Setup time: ~30 minutes
Customization tips:
- Add a second branch that fires a SMS via Twilio after 24 hours if the email was opened but the cart is still abandoned.
- Use the Array aggregator module to format the cart line items into a clean HTML product list in the recovery email.
- Pass UTM parameters in the recovery link to track conversions in Google Analytics 4.
5. New CRM deal → proposal document
What it does: When a new deal is created in Pipedrive, Make generates a branded proposal document in Google Docs from a template, populates it with deal metadata (company, rep name, value), and shares the link back to the deal record.
Modules used: Pipedrive Watch Deals (trigger) → Google Docs Create Document from Template → Pipedrive Update Deal
Setup time: ~20 minutes
Customization tips:
- Maintain a Google Docs master template with
{{placeholders}}that Make replaces via the Replace Text action. - Add a Dropbox or Google Drive module to file the final PDF in the client's dedicated folder.
- Use a HubSpot or Pipedrive note module to log a timestamp and link when the proposal was sent.
Marketing templates (5)
6. New blog post → social media multi-publisher
What it does: Make polls your site's RSS feed every 15 minutes. When a new article appears, it posts formatted updates to LinkedIn, Twitter/X, and a Buffer queue — with platform-specific copy pulled from the post's meta description.
Modules used: RSS Watch (trigger) → Formatter → LinkedIn Create Post → Twitter Create Tweet → Buffer Create Update
Setup time: ~20 minutes
Customization tips:
- Use the Text parser module to truncate LinkedIn copy to 700 characters and Twitter copy to 250 characters automatically.
- Add an Image URL extraction step if your RSS includes OpenGraph images so each social post has a visual.
- Gate distribution with a category filter so only posts tagged "announced" or "published" trigger the flow.
7. Competitor price monitor
What it does: Make runs a daily HTTP request to competitor product pages, parses the price from the response body using a Regex pattern, writes the result to a Google Sheet, and sends an email alert if the price drops below your threshold.
Modules used: Schedule (trigger) → HTTP Make a Request → Text parser → Google Sheets Add Row → Gmail Send Email (conditional)
Setup time: ~30 minutes
Customization tips:
- Track multiple competitors by iterating over a list of URLs stored in the first row of a Google Sheet.
- Use the Data store module to persist yesterday's price and compute the delta before deciding whether to alert.
- Pipe the data to Looker Studio for a live visual dashboard that the pricing team can monitor.
Note: Web scraping at scale is better handled by a dedicated platform. If you need to monitor hundreds of competitor URLs, Apify's e-commerce scrapers are designed for that workload and plug directly into Make via the Apify + Make.com integration.
8. Webinar registration → automated onboarding sequence
What it does: A Zoom webinar registration triggers a multi-step nurture sequence in ActiveCampaign: an immediate confirmation email, a calendar invite, a day-before reminder, and a post-webinar follow-up with the recording link.
Modules used: Zoom New Registrant (trigger) → ActiveCampaign Add/Update Contact → ActiveCampaign Add Tag → Gmail Send (multiple steps)
Setup time: ~25 minutes
Customization tips:
- Use Make's Set Variable module to capture the webinar date and compute the reminder offset dynamically rather than hard-coding it.
- Add a Slack message to the marketing channel with registrant count once it passes 50, 100, and 200.
- After the webinar, trigger a Zoom Get Webinar Attendees call to tag no-shows separately and send a tailored follow-up.
9. Email campaign analytics dashboard
What it does: Every Monday morning, Make pulls last week's Mailchimp campaign stats (opens, clicks, unsubscribes) and appends them as a new row to a shared Google Sheet — building a running weekly performance log your whole team can see.
Modules used: Schedule (trigger) → Mailchimp List Campaigns → Mailchimp Get Campaign Report → Google Sheets Add Row
Setup time: ~20 minutes
Customization tips:
- Add a calculated column for click-to-open rate (CTOR) directly in the sheet formula to spot subject-line performance patterns.
- Add a Slack weekly digest block summarising your top-performing campaign and worst performer side by side.
- Connect the sheet to Looker Studio for an auto-refreshing visual dashboard without any manual exports.
10. User-generated content (UGC) moderator
What it does: Make watches a branded Instagram hashtag for new posts. Each new post is saved to Airtable with the caption, author handle, image URL, and engagement metrics. A Slack message notifies your social team so they can approve content for reposting within seconds.
Modules used: Instagram Watch for Tagged Media (trigger) → Airtable Create Record → Slack Send Message
Setup time: ~20 minutes
Customization tips:
- Add a filter to exclude posts under 100 likes to surface only high-quality UGC.
- Use an OpenAI module to run sentiment analysis on the caption and flag negative posts for review before they reach Slack.
- Add a checkbox field in Airtable so the team can mark "approved for reuse" and trigger a second scenario that auto-captions and schedules the repost in Buffer.
Operations templates (5)
11. New employee onboarding
What it does: HR submits a Google Form with the new hire's details. Make creates a Notion onboarding page from a template, sends a welcome Slack message to the team channel, emails IT with a hardware request form, and schedules a 30-day check-in in Google Calendar.
Modules used: Google Forms New Response (trigger) → Notion Create Page → Slack Send Message → Gmail Send → Google Calendar Create Event
Setup time: ~30 minutes
Customization tips:
- Use a Router module to branch by department so engineering hires get dev-environment setup tasks and sales hires get CRM access requests.
- Add a Delay of 7 days before sending the new hire a "How's it going?" check-in message automatically.
- Integrate BambooHR or Workday as the trigger if HR already uses those platforms instead of Google Forms.
12. Invoice processing pipeline
What it does: When a PDF invoice arrives in a designated Gmail inbox, Make extracts the attachment, parses key fields (vendor, amount, due date) using an OpenAI document parser, creates a record in QuickBooks for approval, and archives the PDF to a Google Drive folder.
Modules used: Gmail Watch Emails (trigger) → Gmail Get Attachment → OpenAI Parse Document → QuickBooks Create Bill → Google Drive Upload File
Setup time: ~25 minutes
Customization tips:
- Add a Slack approval step so the finance manager can type "approved" or "reject" and Make routes the bill accordingly.
- Build a Google Sheets ledger as a secondary output so you maintain a human-readable log independent of QuickBooks.
- Use the Data store module to deduplicate invoices by checking the vendor+amount+date combination before creating a new bill.
13. Support ticket → project task
What it does: A new Zendesk ticket tagged "bug" automatically creates a Jira issue in the engineering backlog, posts a thread in the #bugs Slack channel, and — when the Jira issue is resolved — closes the Zendesk ticket and sends a customer reply.
Modules used: Zendesk Watch Tickets (trigger) → Jira Create Issue → Slack Send Message → Zendesk Update Ticket (on Jira resolution webhook)
Setup time: ~15 minutes
Customization tips:
- Map Zendesk priority levels to Jira issue priorities (Urgent → P1, High → P2) using a Switch module.
- Add a two-way sync: when the Jira issue moves to "In Review", automatically add an internal note to the Zendesk ticket so the support agent knows progress is being made.
- Chain a customer satisfaction survey (Typeform or Delighted) to trigger 24 hours after the ticket is closed.
14. Expense approval workflow
What it does: An employee submits an expense via a Google Form with receipt upload. Make routes the request to their manager via Slack interactive message. The manager approves or rejects with a button click. Approved expenses flow automatically to QuickBooks as a billable expense.
Modules used: Google Forms (trigger) → Slack Send Message with Buttons → Webhook Response → QuickBooks Create Expense
Setup time: ~20 minutes
Customization tips:
- Set a threshold: expenses under $50 auto-approve, expenses over $500 require a second approval from Finance, using a Router + Conditions pattern.
- Add a monthly Google Sheets summary report that rolls up approved expenses by category and cost centre.
- Use Google Drive to store the receipt image and attach its URL to the QuickBooks record for one-click audit trails.
15. Scheduled report generator
What it does: Every Friday at 17:00, Make pulls data from Google Sheets (or Airtable), formats it using the Text aggregator module into an HTML table, and emails a weekly summary report to a distribution list. No manual copy-paste, no missed reports.
Modules used: Schedule (trigger) → Google Sheets Get Rows → Array Aggregator → Email Send
Setup time: ~20 minutes
Customization tips:
- Use Formatter date functions to automatically label the report with the correct week range in the subject line.
- Output to Slack as well as email so the team gets a summary without opening their inbox.
- Add conditional formatting in the HTML body: highlight rows where a metric (e.g., revenue) is below target in red using inline CSS.
AI-powered templates (5)
16. Claude content analyzer
What it does: Paste a URL into a Slack slash command. Make fetches the page HTML via HTTP, strips it to plain text, and sends it to Anthropic Claude with a prompt asking for a content audit: SEO gaps, tone inconsistencies, and suggested improvements. The analysis is saved to a Google Doc and linked back in Slack.
Modules used: Slack Slash Command (trigger) → HTTP Make a Request → Text parser → Anthropic Claude Send Message → Google Docs Create Document → Slack Reply
Setup time: ~25 minutes
Customization tips:
- Pass the system prompt as a variable stored in a Make Data Store so your editorial team can update the analysis criteria without touching the scenario.
- Add a second Claude call with a different persona prompt to get a contrarian "devil's advocate" critique of the same content.
- Chain a Notion module to log every audit in a master content database alongside its score.
17. AI lead scorer
What it does: When a new lead is created in HubSpot, Make assembles a profile (job title, company size, industry, website, recent activity) and sends it to OpenAI with a scoring prompt. The model returns a 1–10 score and a one-sentence rationale. Make writes both back to the HubSpot contact as custom properties.
Modules used: HubSpot Watch New Contacts (trigger) → HubSpot Get Contact → OpenAI Send Message → HubSpot Update Contact
Setup time: ~30 minutes
Customization tips:
- Include your ICP (Ideal Customer Profile) description in the system prompt so the score reflects your specific criteria rather than generic B2B signals.
- Use the Conditions module: route leads scoring 8+ to an immediate rep notification in Slack; route 5–7 to a nurture sequence; below 5 to a low-touch drip.
- Re-score leads weekly by scheduling a batch run over a filtered HubSpot list to keep scores fresh as leads engage.
18. Automated meeting summarizer
What it does: When a Zoom meeting ends, Make retrieves the auto-generated transcript via the Zoom API, sends it to GPT-4o with a structured prompt requesting a summary, action items, and decision log, and creates a Notion page in the relevant project database — all within 5 minutes of the call ending.
Modules used: Zoom Meeting Ended (trigger) → Zoom Get Meeting Recordings → HTTP Get Transcript → OpenAI Send Message → Notion Create Page
Setup time: ~25 minutes
Customization tips:
- Use a structured JSON output format in the OpenAI prompt so Make can map "summary", "action_items", and "decisions" to separate Notion properties rather than dumping everything into a single text block.
- Add a Slack message that pings the meeting organiser with the Notion page link immediately after it is created.
- Filter to only process meetings over 15 minutes to avoid creating notes for brief check-ins.
19. Competitive intelligence monitor
What it does: Make runs daily checks on competitor blog RSS feeds, pricing pages, and product changelogs. Any new content is sent to OpenAI with a prompt that extracts: what changed, why it matters, and suggested competitive response. The digest is posted to a dedicated #competitive-intel Slack channel and logged in Notion.
Modules used: Schedule (trigger) → RSS Watch Items + HTTP Make Requests → OpenAI Send Message → Slack Send Message → Notion Create Page
Setup time: ~30 minutes
Customization tips:
- Build a competitors list in a Google Sheet. Make iterates over it dynamically so you add new competitors by editing the sheet rather than modifying the scenario.
- Use an Array aggregator to batch all changes from one day into a single Slack digest rather than sending individual alerts.
- Add a weekly OpenAI synthesis call that reviews the last 7 days of entries and produces an executive summary for Monday morning leadership meetings.
20. AI customer support router
What it does: Incoming support emails hit a shared Gmail inbox. Make classifies each message with OpenAI into one of five categories (billing, technical, feature request, onboarding, other), assigns a priority (P1–P3), and routes it to the correct Zendesk queue with the AI-generated summary already in the ticket body. Average triage time drops from 8 minutes to under 10 seconds.
Modules used: Gmail Watch Emails (trigger) → OpenAI Send Message → Zendesk Create Ticket → Zendesk Set Tag + Priority
Setup time: ~25 minutes
Customization tips:
- Include 5–10 examples of each category in the OpenAI prompt using few-shot prompting to increase classification accuracy above 90%.
- Add an Escalation branch: if OpenAI detects keywords like "cancel", "refund", or "lawsuit" in the email, immediately create a P0 ticket and notify your Head of Support via phone using Twilio.
- Log every classification decision to a Google Sheet so you can audit accuracy over time and improve the prompt iteratively.
Where to find Make.com templates
Official sources:
- Make Template Gallery — 1,000+ templates filterable by app and use case.
- Make Community — User-shared scenarios with real-world context and discussion threads.
- Make Academy — Guided learning paths that include downloadable scenario blueprints.
Third-party sources:
- Apify + Make integration page — Ready-made scenarios that pipe web-scraped data from Apify Actors directly into your workflows.
- Make partner directories list agency-built templates for specific verticals (e-commerce, SaaS, real estate).
How to import a Make.com template
- Go to make.com/en/templates and find a template.
- Click Use Template. Make copies the scenario blueprint into your account.
- Open each module and connect your own app accounts via OAuth or API key.
- Adjust filters, field mappings, and schedules to match your data model.
- Run the scenario once in test mode to verify the data flow end to end.
- Activate the scenario.
The entire process takes 15–30 minutes for a simple template.
Make.com pricing: what plan do you need?
Templates are available on all plans. The practical bottleneck is operations — the number of individual module executions per month.
| Plan | Operations/month | Price | Best for |
|---|---|---|---|
| Free | 1,000 | $0 | Exploring templates |
| Core | 10,000 | ~$9/mo | Individuals with light automation |
| Pro | 10,000+ (flexible) | ~$16/mo | Growing teams |
| Teams | 10,000+ (shared) | ~$29/mo | Multi-user workspaces |
Full pricing details at make.com/en/pricing. Operations reset monthly, and each module execution in a scenario run counts as one operation.
FAQ
The official Make Template Gallery at make.com/en/templates hosts over 1,000 pre-built scenarios. You can filter by app (e.g., HubSpot, Slack, Shopify) or category (Sales, Marketing, Operations, AI). The Make Community forum also hosts user-contributed templates with practical context.
Yes, browsing and importing templates is free on all Make plans including the free tier. You pay operations (module executions) as your scenarios run — not for the templates themselves. The free plan includes 1,000 operations per month, which is enough to test most templates.
Yes. Once you click 'Use Template', Make creates a full editable copy in your account. You can add, remove, or reconfigure any module. The original template is not affected by your changes.
A scenario is a live automation running in your Make account. A template is a shareable blueprint — a scenario with all the configuration preserved but no live connections. When you import a template, Make converts it into a new scenario in your workspace.
Make supports direct integrations with OpenAI, Anthropic Claude, and Google Gemini via dedicated app modules. You can also use the HTTP module to call any AI API. For more complex AI pipelines — including web scraping inputs — the Apify integration lets you feed real-time scraped data into your AI modules.
Simple two-module templates (trigger + action) use 2 operations per scenario run. The AI-powered templates in this guide use 5–8 operations per run. At 100 runs per month, that is 500–800 operations — well within the Core plan's 10,000 monthly limit.
Start automating today
Make.com's template library removes the blank-canvas problem. Pick a template, connect your accounts, and your first automation can be live today — no coding required.
Explore the Make.com Template Gallery →
If your workflows need real-time web data — scraped competitor prices, enriched LinkedIn profiles, or live product listings — the Apify + Make integration feeds structured data directly into your Make scenarios. Start free on Apify and connect it to Make in under 10 minutes.