Make Templates
Make Templates
Templates are easy to adjust in the drag-and-drop interface.
Make's library of ready-made scenarios for marketing, CRM, AI, HR and accounting, with step-by-step setup guidance to get running fast.
Overview
Make Templates is a library of ready-made automation scenarios from the Make platform. Templates are grouped into categories such as AI, Marketing, CRM and sales, communication, productivity, HR, accounting and invoicing, commerce and website building, and can be sorted by popularity.
The valuable part is the guided setup mode: when you pick a template, Make shows hints directly on each module so you can fill in the connection and data fields. If you're already experienced, you can create a scenario directly from the template and configure everything yourself.
Once created, the scenario is yours: you can rename it, add or remove modules, remap data fields and set a run schedule. Businesses can also save frequently used scenarios as internal templates for the whole team.
Highlights
Free public templates
Make describes public templates as ready-made scenarios anyone can use to create their own.
Guided setup
Guided setup mode shows hints on each module, and status icons tell you which modules are correct and which are still missing.
Categorized by department
Templates are organized by AI, marketing, CRM, HR, accounting, commerce... so they are easy to find by need.
Internal templates for the team
Besides public templates there is a team templates tab to standardize processes within the company.
Customizable after creation
A scenario created from a template can have its modules edited, steps added, data remapped and a schedule set like a regular scenario.
What it's for
Saving webhook data to Google Sheets
A business receives data from a form or website and automatically writes it as new rows in a spreadsheet for tracking.
Basic WhatsApp chatbot
The customer care team quickly builds an automatic reply flow for simple questions.
CRM sync
The sales team automatically creates documents or sends notifications when a deal's status changes in the CRM.
HR process
The HR department automatically sends a welcome email and creates tool accounts when a new employee joins.
Standardizing internal processes
A manager saves a well-running scenario as a team template for branches to share.
How to use it
- 1
Open the template library
In Make, click Templates in the left sidebar and choose the public templates tab, or browse the Make Templates page.
- 2
Choose a template
Search by app name or action, and read the description and module diagram to make sure the template fits the problem.
- 3
Choose a setup method
Use guided setup if you're new, or create a new scenario from the template to configure everything yourself.
- 4
Create connections and fill in fields
Connect your business's app accounts and fill in the missing fields until every module shows as valid.
- 5
Test and schedule
Rename, save, run a test with sample data, then set a suitable schedule.
Video guides
Where Do I Find The Templates In Make.com? Find Out In Just 4 Minutes
The AI Automation Architect
Exploring the Make.com Scenario Editor Features - Make.com (Integromat) Beginner's Tutorial
Andy O'Neil, AI Builds for Business
Real-world example
A training center receives registrations through a website form, but the information is scattered across emails. The manager picks a Make template that receives webhook data and writes it to Google Sheets, using guided setup to connect the center's Google account and choose the right sheet. After testing with a few fake registrations, the manager adds a module that sends a confirmation email to students, saves the scenario and turns on the schedule.
Tips & notes
Read the guidance hints during setup
Make notes that the wizard's hints can't be viewed again after leaving the setup step, so take notes if needed.
Check modules that send data out
For templates with HTTP or webhooks to unfamiliar services, make sure you understand where customer data goes.
Use dedicated connections for automation
Create a separate account or access permission for the scenario instead of using the business owner's personal account.
Monitor consumption
Each scenario run uses your Make plan quota, so set a sensible schedule and avoid unnecessary runs.
FAQ
Are public templates free?
Make describes public templates as free to use; however, running scenarios is still billed under your Make plan.
Can I skip guided setup midway?
Yes, but you still have to configure the remaining modules fully yourself.
Can I edit a scenario after creating it from a template?
Yes. You can add or remove modules, change configuration and remap data like a normal scenario.
Can I create templates for my own company?
There is a team templates tab for internal use; some options may depend on the plan, so check your account.
Useful links
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