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Automation & Workflows
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Branch Module · Automation & Workflows

Make things run
while you sleep.

An agent is AI that acts. Automation is the plumbing that connects it to your real world — your email, your spreadsheet, your booking form, your invoices. This branch covers the tools that make that happen without writing a single line of code.

⚙️ What automation actually is

Automation is when a trigger in one system causes an action in another — without you doing anything. The classic example: someone fills in your contact form → you get an email notification → the contact gets added to your spreadsheet. That's three apps talking to each other automatically.

With AI in the loop, it becomes more interesting: someone fills in your contact form → AI reads their message → AI categorises it and drafts a personalised reply → you review and send with one click. The difference between these two automations is enormous in terms of time saved.

Trigger
Something happens
Filter
Optional condition
AI step
Optional
Action
Something does

The key question to ask yourself: "What do I do more than twice a week that's the same every time?" That's your first automation candidate. It doesn't have to be complex — even routing emails to the right folder automatically saves real minutes every day.

🔧 The three tools — Make, Zapier, n8n

Make.com
Free tier · 1000 ops/mo
Formerly Integromat. The most powerful free option. Visual "scenario" builder with drag-and-drop modules. Handles complex multi-step workflows well. Steeper learning curve than Zapier, but the free tier is more generous and the logic is more flexible. Start here.
Zapier
Free tier · 100 tasks/mo
The most widely used. Simpler interface, enormous app library (6000+). Free tier is tight (100 tasks/month), paid starts at $29/month. Worth knowing because it integrates with almost everything. Good for simple, reliable trigger-action pairs.
n8n
Free · self-hosted
Open-source. Run it on your own server or locally. Unlimited everything, no monthly fees, your data stays with you. More technical to set up than Make or Zapier. Powerful for developers and people who want full control. Not the right first tool for most workshop participants.

Recommendation for Raglan small businesses: Make.com for free. If you hit limits or need something it can't do, evaluate Zapier's paid tier. Only consider n8n if you're comfortable in the terminal and want no vendor lock-in.

💡 Real workflows for Raglan businesses

Here are automations that are genuinely useful for the kinds of businesses in this community:

📧 Enquiry triage and reply draft
Trigger: New form submission or email arrives
AI step: Classify enquiry type, extract key details, draft a personalised reply
Action: Save to Google Sheet + send draft to your Gmail as a draft (not auto-sent)
Time saved: 10–20 min per enquiry
📱 Social media scheduling
Trigger: New row added to a Google Sheet (your content calendar)
AI step: Expand the short description into a platform-specific caption
Action: Schedule post via Buffer or Later
Time saved: 30+ min per week
📊 Weekly sales / booking summary
Trigger: Every Monday at 8am
AI step: Pull last week's bookings/sales, summarise trends in plain English
Action: Send yourself an email digest
Time saved: 20–40 min per week
⭐ Review request after service
Trigger: Booking marked as complete (in your booking system)
Action: Send personalised follow-up email 24 hours later asking for a Google review
AI step: Personalise the email using the customer's name and service details
Time saved: Consistent, zero-effort review generation

🤖 Adding AI to your automations

Make.com has native integrations with OpenAI (ChatGPT), Anthropic (Claude), and Google (Gemini). You can drop an AI step into any workflow — it receives text as input, processes it, and passes text as output to the next step.

To add a Claude step in Make.com:

API costs in automation context: Each call to Claude, GPT-4, or Gemini costs a small amount. For most small-business automations (processing a few enquiries a day), this is cents per week — less than you spend on a coffee. Get the API key from Anthropic console or AI Studio, and set a spending cap so there are no surprises.

One important rule: Never auto-send AI-generated replies without a human review step. The workflow should draft → notify you → you approve. AI gets things wrong. An embarrassing auto-sent email is harder to fix than an un-sent draft.

🚀 Build your first scenario in Make.com

The best way to learn Make is to build something real. Here's a step-by-step walkthrough for one of the most useful starter automations: saving new form submissions to a Google Sheet automatically.

1
Create a free Make.com account
Go to make.com → Sign up free. You get 1,000 operations per month, which is plenty for getting started. No credit card needed.
2
Create a new Scenario
Click Create a new scenario (top right). You'll see a blank canvas with a circle in the middle — that's your first module. Click it.
3
Search for your trigger
In the module search, type "Typeform" or "Google Forms" (whichever you use for forms) and select "Watch Responses." This fires every time a new form is submitted. If you don't have a form yet, search for "Webhooks" — this gives you a URL that any form can send data to.
4
Add the Google Sheets action
Click the + after the trigger module. Search "Google Sheets" → Add a Row. Connect your Google account and select the sheet where you want data saved. Map the form fields to the spreadsheet columns.
5
Test it and turn it on
Click Run once to test. Submit a test form. Check if the row appeared in Google Sheets. If it worked → click the toggle at the bottom to activate the scenario. It now runs 24/7.

Now add the AI step: Once the basic flow works, go back and add an Anthropic or OpenAI module between the form trigger and the Google Sheets action. Give it a system prompt like: "Categorise this enquiry as: sales lead, support request, general enquiry, or spam. Return only the category label." Now your spreadsheet has an AI-generated category column for every submission — zero extra effort.

👇 Map your first automation

DO THIS NOW
Design one real automation for your life or business

You don't need to build it today — but sketch it out right now, on paper or in a notes app. Answer these questions:

  • What's the trigger? (Form submitted, email received, time-based, file uploaded...)
  • What happens now? (What do you manually do when the trigger fires?)
  • What would an AI step add? (Classification? Draft? Summarisation? Translation?)
  • What's the output? (Email sent, spreadsheet updated, notification pushed, file saved...)
  • What tool would you use? (Make.com is the right answer for most people here)

Then: go to make.com, create a free account, and look for your trigger in the module list. If the trigger app is there, you can build it today.

Branch complete ⚙️

The most powerful automations are the boring, repetitive ones you do every week. Start there. One automation that saves 20 minutes a week saves 17 hours a year.