Recent how to guides

Build a client portal that connects data, automations, and clients in a collaborative space that enhances transparency.

Discover how to automatically monitor product releases, let AI decide which updates are worth sharing, generate on-brand social posts with custom images, and publish them across platforms without manual copywriting or design work.

Learn how to automatically collect product data from any website at scale, organize it in Google Sheets, and analyze it with AI, all while rotating proxies handle access blocks and rate limits for you.

Discover how to build an AI-powered content library that continuously generates social media ideas, automatically organizes them in spreadsheets, and keeps your content pipeline full – without manual brainstorming sessions or creative burnout.

Discover how to automatically transform open-ended survey responses into categorized insights, enrich feedback with company data, and trigger real-time notifications without spending hours on manual analysis.

Learn how to turn a manual project intake process into an intelligent, automated workflow. With Make AI, requests move from submission to review in seconds, ensuring your whole team is aligned.

Learn how to transform raw sales data into polished executive reports, generate actionable insights with AI-powered analysis, create branded PDFs with charts, and deliver them automatically every Monday morning.

Ready to transform your sales process with AI agents? Learn how to automatically capture meeting insights, enrich and qualify leads, update your CRM in real-time, and free your sales team from manual tasks while boosting deal velocity.

Ready to streamline your product listings? Learn how to automatically generate SEO-optimized titles, descriptions, and tags for your Shopify store using Make and AI, saving hours of copywriting work.