Make.com Tutorial for Beginners: Your First 5 Automations in 2026 (Step by Step)
You've decided to use Make instead of Zapier. Smart. Now what? This hands-on tutorial walks you through your first 5 real automations — the ones that actually save solopreneurs hours every week. No theory, just build.
So you've decided to use Make instead of Zapier. Good call — we've spent 90 days comparing them and for most solopreneurs Make wins on price and power.
But here's where most people get stuck: they sign up, stare at the blank canvas, watch a 45-minute YouTube tutorial about an abstract example they'll never use, and give up.
This tutorial is different. We're going to build 5 real automations — the exact ones that save solopreneurs the most time — step by step. By the end, you'll have a working automation system and understand Make well enough to build your own.
No theory dumps. Just build.
Before We Start: Make Vocabulary in 60 Seconds
Make uses slightly different words than Zapier. Here's all you need:
- Scenario = an automation (Zapier calls this a "Zap")
- Module = one step in a scenario (a single action or trigger)
- Operation = one run of one module. Your plan gives you a monthly operations budget (the free plan has 1,000/month, which is plenty to start)
- Trigger = the event that starts the scenario (new email, form submission, etc.)
- Scenario builder = the visual canvas where you connect modules
That's it. Now let's build.
Setup (5 minutes)
- Go to Make.com and create a free account
- Verify your email
- You'll land on the dashboard. Click "Create a new scenario" (top right)
- You'll see a blank canvas with a single circle in the middle — that's where your first module goes
Keep this tab open. We'll build all 5 automations here.
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Automation 1: Save Email Attachments to Google Drive
The problem it solves: Clients send invoices, contracts, and files by email. You manually download and file them. This wastes 10-15 minutes a day and things get lost.
What it does: When an email with an attachment arrives in a specific Gmail label, Make automatically saves the attachment to a Google Drive folder.
Build it:
- Click the center circle → search "Gmail" → choose it
- Select the trigger "Watch emails"
- Connect your Gmail account (click "Add", authorize)
- Configure: choose the folder/label to watch (e.g., "Clients"), set "Watch emails" to "Only with attachments"
- Set "Maximum number of results" to 1 (process one at a time to start)
- Click OK
- Now click the "+" next to the Gmail module → search "Google Drive" → choose "Upload a file"
- Connect Google Drive
- In the file field, map the attachment from the Gmail trigger (click the field, select "Attachments[ ]: Data" from the dropdown)
- Choose the destination folder
- Click OK
Test it: Click "Run once" at the bottom left. Send yourself a test email with an attachment to that label. Watch it appear in Drive.
Schedule it: Toggle the scenario ON (bottom left). Set it to run every 15 minutes.
Operations used: ~2 per email. At 20 client emails/day, that's ~1,200/month — right at the free tier edge, so this one alone might push you to the $9 Core plan eventually. Worth it.
Automation 2: Add New Form Submissions to a Google Sheet
The problem it solves: Leads come in through a contact form. You copy-paste them into a spreadsheet (or worse, lose them in your inbox).
What it does: Every new form submission automatically becomes a row in a Google Sheet, timestamped.
Build it:
- New scenario. Center circle → search your form tool (Typeform, Google Forms, Tally, etc.)
- Choose the trigger "Watch new submissions" (or equivalent)
- Connect and configure to watch your specific form
- Click "+" → "Google Sheets" → "Add a row"
- Connect Google Sheets, choose the spreadsheet and worksheet
- Map each form field to a column (Name → Column A, Email → Column B, etc.)
- Add a timestamp: in an empty column, type
{{now}}to capture submission time - Click OK
Test it: "Run once", submit a test form entry, confirm the row appears.
Schedule it: Toggle ON, run every 15 minutes.
Operations used: ~1 per submission. Negligible for most solopreneurs.
This is the foundation of a simple CRM if you don't want a full tool yet — though once you have more than ~50 leads, we'd recommend a proper free CRM.
Automation 3: Auto-Reply to New Leads Instantly
The problem it solves: A lead fills out your form at 11 PM. You reply at 10 AM the next day. By then they've contacted two competitors. Speed-to-lead is everything.
What it does: The moment someone submits your form, they get a personalized email reply within seconds — even while you sleep.
Build it:
- Open the scenario from Automation 2 (the form → sheet one)
- After the Google Sheets module, click "+" → "Gmail" → "Send an email"
- Connect Gmail
- In the "To" field, map the email field from the form trigger
- Write your subject: e.g.,
Thanks for reaching out — here's what happens next - Write your body. Use mapped fields to personalize:
Hi {{Name}},
Thanks for getting in touch. I've received your message about
{{their inquiry field}} and I'll personally reply within 24 hours.
In the meantime, here's a quick overview of how I work: [link]
Talk soon,
[Your name]
- Click OK
Test it: "Run once", submit a test form, check that the auto-reply arrives.
Why this matters: We covered the full speed-to-lead and follow-up system in our automated client follow-ups guide. This is the first piece of it.
Operations used: ~1 per lead. Tiny.
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Automation 4: Turn Starred Emails into Tasks
The problem it solves: You star important emails meaning to act on them later. They get buried. Nothing happens.
What it does: When you star an email in Gmail, Make creates a task in your task manager (Todoist, Notion, ClickUp, etc.) with the email subject and a link back.
Build it:
- New scenario. Center circle → "Gmail" → trigger "Watch emails"
- Configure to watch the "Starred" label
- Click "+" → your task tool (we'll use Todoist as example) → "Create a task"
- Connect Todoist
- Map the task content: use the email Subject as the task name
- In the task description, map the email snippet and add the Gmail link
- Optionally set a due date:
{{addDays(now; 2)}}for 2 days out - Click OK
Test it: "Run once", star an email, confirm the task appears.
Schedule it: Toggle ON, every 15 minutes.
Operations used: ~1-2 per starred email. Minimal.
Automation 5: Weekly Digest of Your Key Metrics
The problem it solves: You never look at your numbers until something's wrong. A weekly snapshot keeps you honest without manual effort.
What it does: Every Monday morning, Make pulls data from a Google Sheet (your leads, revenue, whatever you track) and emails you a simple digest.
Build it:
- New scenario. Center circle → click the clock icon to set a schedule trigger
- Set it to run weekly, Mondays at 8 AM
- Add "Google Sheets" → "Search rows" to pull your data (e.g., all leads from the past week)
- Add a "Tools" → "Numeric aggregator" or "Array aggregator" to count/sum the rows
- Add "Gmail" → "Send an email" to yourself
- In the body, map the aggregated numbers:
Your week in numbers:
New leads: {{count}}
Total pipeline value: {{sum}}
Replies sent: {{...}}
Have a focused week.
- Click OK
Test it: "Run once", check the digest email arrives with real numbers.
Operations used: ~3-5 per week. Nothing.
This is a simplified version of the metrics tracking we recommend in our solopreneur AI stack guide.
Understanding Operations (So You Don't Get Surprised)
Make's free plan gives you 1,000 operations/month. Here's roughly what the 5 automations above consume if you're moderately active:
| Automation | Frequency | Monthly ops (est.) |
|---|---|---|
| Email attachments → Drive | 20/day | ~1,200 |
| Form → Sheet | 5/day | ~150 |
| Auto-reply leads | 5/day | ~150 |
| Starred emails → tasks | 10/day | ~300 |
| Weekly digest | 1/week | ~20 |
If you run all 5 actively, you'll exceed the free 1,000 and need the Core plan at $9/month (10,000 operations). For most solopreneurs, that's still dramatically cheaper than the equivalent on Zapier — we broke down the full cost comparison in our Zapier vs Make analysis and Zapier alternatives guide.
Pro tip to save operations: Set scenarios that don't need to be instant (like the digest, or attachments) to run less frequently — every 30-60 min instead of every 15. Cuts operation usage significantly.
Common Beginner Mistakes
After helping solopreneurs set up Make, these are the mistakes we see most:
1. Running scenarios too often. Every-minute scheduling burns operations fast. Most automations are fine at 15-30 min intervals.
2. Not using "Run once" to test. Always test with "Run once" before toggling a scenario live. It shows you exactly what data flows through.
3. Forgetting error handling. For critical scenarios, add an error handler (right-click a module → "Add error handler") so a single failure doesn't stop everything.
4. Over-automating too early. Build one automation, use it for a week, then build the next. Don't set up 10 at once — you won't understand them when they break.
5. Mapping the wrong field. When you see [ ] brackets in a field (like "Attachments[ ]"), that's an array — Make handles multiple items. Single fields don't have brackets. Mixing these up is the #1 cause of "it's not working."
Where to Go Next
Once these 5 feel comfortable, the natural next steps:
- Add filters: Right-click between modules to add a filter (e.g., "only if email is from a client domain")
- Add routers: Split a scenario into multiple paths based on conditions
- Connect AI: Make has native OpenAI and Anthropic modules — you can have ChatGPT draft replies, summarize emails, or categorize leads automatically
- Explore templates: Make's template library has thousands of pre-built scenarios you can clone and customize
For the bigger picture of where automation fits in your overall tool stack, see our complete solopreneur AI stack. And if you're still deciding between automation platforms, our Make alternatives guide covers the full landscape.
The Bottom Line4.6/5
Make has a steeper initial learning curve than Zapier, but the 5 automations in this tutorial cover 80% of what a solopreneur actually needs: file management, lead capture, instant replies, task creation, and weekly reporting. Build them one at a time, test each with 'Run once', and you'll have a working automation system in an afternoon — for $0-9/month instead of Zapier's $20-50.
This tutorial was built using Make's actual 2026 interface. Steps may vary slightly as Make updates its UI. Some links may be affiliate links — read our policy.
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Written by
RunSolo
We test AI tools in real business workflows and share what actually works for one-person companies.
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