Recent how to guides

How to connect Stripe and NetSuite using Make in 2026
A step by step guide to syncing Stripe payments, customers, and refunds into NetSuite without custom code.

Salesforce WhatsApp integration: step-by-step 2026 guide
Learn how to create a Salesforce WhatsApp integration that connects your Salesforce CRM with your WhatsApp Business API to automate message exchange and log interactions directly within your CRM.

Jira ServiceNow integration: A practical setup guide for 2026
Build a Jira ServiceNow integration in Make with step-by-step instructions, bidirectional sync, field mapping and testing tips for ITSM teams.
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How to track Google AI Mode references automatically using Make and DataForSEO
Ready to master AI-driven search? Learn how to automatically track Google AI Mode references, monitor citation frequency across keywords, analyze competitor performance, and optimize your content for conversational search results.

How to automate customer feedback processing with Make’s AI survey submission manager
Instantly turn customer satisfaction surveys into actionable data with Make AI tools. The video below shows how AI automatically analyzes sentiment, translates responses from any language, and notifies your team of negative reviews.

How to build an AI agent to qualify your affiliates (and save 70% of your time)
Learn how to use Make AI Agents to create your own affiliate qualifying assistant. Save time, focus on building relationships, and capitalize on more opportunities.

How to automate Instagram posts? 4 ideas to try today
Ready to elevate your Instagram marketing? Learn how to automate post creation with AI, schedule content, reply to comments, and track performance in real-time, freeing you up for more creative campaigns.

What is YouTube automation and how to get started in 2025?
Running a YouTube channel takes time and consistency - but Make helps you automate it all. From idea to upload, discover how creators and teams use Make to streamline their content workflows - with less effort and more control.

How to use Make Grid
Visualize, optimize, and scale your automation with Make Grid – a real-time map of your entire automation landscape. Instantly see how scenarios, apps, and AI components connect, so you can adapt and grow with confidence.

How to build an AI recruiting agent with Make
Automate resume screening with Make’s AI recruiting agent. Learn how to build a no-code workflow that fetches, evaluates, and ranks candidates - so your team can hire faster and smarter.

How to determine when to use traditional automation vs. AI agents
Make's David Gurr, Senior Partner Manager, and Benjamin Potet, CXP Solution Architect, break down how deterministic automation isn't dead – getting the most out of traditional versus agent-driven automation is a matter of knowing your processes and goals.

How to use AI to automatically personalize your Meta marketing
Personalization is key to effective marketing communications. Matt Felser, Head of Business Engineering at Meta, shares how to capture quality Facebook and Instagram leads then make the most of those opportunities using AI.
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