Getting started into make

[Sergio_Valle]

Hi Community,

I’m starting a small automation company, and I’d love to hear about your experience and any tips you might have. I just landed a potential first client who wants to create a dashboard (report) covering different areas of their business. If you have any advice on the best blueprint or approach for this type of project, I’d really appreciate it.

[samliew]

Welcome to the Make community!

What different areas are you thinking of covering? Does the business have accessible data/reports via an API?

I would suggest completing the Make Academy before jumping into building a complete scenario. If you need specific assistance when you are building a scenario it’s easier to help you then.

Here are some useful links and guides you can use to learn more on how to use the Make platform, apps, and app modules. I found these useful when I was learning Make, and hope they might benefit you too —

Learn Make

• Help Centre | Tutorials – Make’s “manual” - search for help here first
• Make Academy – Basics 101: Learn Make properly to get your money’s worth
• Mapping – What is mapping? What can I map?
• Mapping with arrays – How to map items in an array
• Date Format: tokens for parseDate | tokens for formatDate
• HTTP modules – Make a request, Get (download) a file
• Webhooks – Error Handling, Responding to webhooks

How-Tos

• Router Magic Formula - YouTube
• Error Handlers in Make - YouTube playlist
• Aggregate an array for mapping complex fields
• Getting started with OpenAI - How to setup and use OpenAI in Make
• Text Parser module - Use pattern matching to extract the text you want
• Webhooks – Make Academy - tutorial on how to use Webhooks

Useful to Know

• How to schedule scenario for first Monday next month (recurring)
• How to schedule scenario for the last day next month (recurring)
• How to Extract URL Query Parameters Into Variables
• Overview of Different Web Scraping Techniques in Make
• [Free] Use Groq AI to filter spam emails and form submissions!
• Automate Follow-Up of Email Leads a Week After
• How to group bundles in X amount of bundles (Chunking Arrays)

My Custom App — Absolutely Free!

Save headaches and operation credits with these utility modules:

• Chunk Text
• Chunk Array
• Chunk Words
• Multiple Find & Replace
• Collection to Array/String List
• Execute JavaScript
• Estimate Tokens
• Calculate Difference Between Two Dates
• List Upcoming Dates of Day of Week
  … and more!

You can also use the Hire a Pro category to request for private 1-to-1 assistance via video call/screenshare/private messaging/etc. This may help you get your issue resolved faster especially if it is urgent or contain sensitive information. It is important to post your request in the Hire a Pro category, as forum members are not allowed to advertise their services in other categories like here (even if it’s free/unpaid). Posting in the Hire a Pro category will allow other members to assist you over other forms of communication.

Alternatively, you can use the private messaging feature to directly reach out to other forum members. To do this, go to your profile, and click on the “New Message” button:

Hope this helps! Let me know if there are any further questions or issues.

— @samliew
_{P.S.: investing some effort into the tutorials in the Make Academy will save you lots of time and frustration using Make!}