Creando el primer escenario en Make.com - Tutorial paso a Paso

Getting Started with Make: Creating Your First Scenario

Introduction to Make and Workflow Creation

• The session aims to guide users in creating a Make account and their first workflow scenario, focusing on understanding how processes work.

• The primary task is to set up a workflow that waits for incoming emails with attachments and saves those attachments to a designated Google Drive folder.

Setting Up Your Account

• Users are directed to create an account on make.com, where they can use a QR code for free operations.

• It's crucial to select the appropriate server location (U.S. or Europe) during account creation due to data privacy regulations.

Navigating the Make Interface

• Upon logging in, users will see an overview of their operations and processes; the focus now shifts to creating a new scenario.

• A scenario is described as a blank canvas for building workflows; users will click on the prompt to start adding applications.

Selecting Applications and Actions

• Users can choose from over 1700 applications available in Make; for email monitoring, Gmail is selected.

• After selecting Gmail, users must identify the action needed—specifically "Watch emails" which allows monitoring incoming messages.

Configuring Email Access

• To proceed, users need to grant permission for Make to access their Gmail account by clicking an 'Add' button.

• This process involves selecting the correct Google account from multiple options available on the user's computer.

Setting Filters for Incoming Emails

• Once connected, users specify which folder (e.g., Inbox) they want Make to monitor for emails with attachments.

• A filter can be applied so that only emails containing attachments are processed; this is done by setting criteria within the configuration settings.

Testing the Workflow Functionality

• Users can define how many emails they wish to monitor at once and set a starting date for when they want this monitoring to begin.

How to Save Email Attachments to Google Drive

Overview of the Process

• The speaker discusses the need to save email attachments into a Google Drive folder, emphasizing that the number of attachments can vary per email.

• An iterator module is introduced, which allows for iterating through a list of items—in this case, email attachments.

Configuring the Iterator

• The speaker explains how to configure the iterator by selecting the relevant fields from an email, specifically looking for the "attachment" attribute that contains the list of files.

• Each attachment will be processed individually and saved into Google Drive using a specific action within the automation tool.

Integrating Google Drive

• Two methods are provided for adding modules: clicking on an add button or selecting from existing modules. The focus is on integrating Google Drive.

• After selecting Google Drive, users must choose the action to upload files and set up their connection similarly to how they did with Gmail.

Executing and Testing Automation

• Users are instructed to name their connections appropriately and select their Google account when prompted during setup.

• A test run is suggested where files from previous steps are saved in a designated folder called "automated."

Results and Operations Count

• Upon execution, if there are attachments found in emails, they will be uploaded directly into Google Drive.

• The speaker notes that operations consumed include one for reading emails and additional ones based on how many emails were processed (two in this example).