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Create your first scenario
Step 1. Plan your scenario
3min
Successful automation begins with a clear understanding of what needs to be automated. For any Make scenario, the first thing you do is identify what applications to connect and what actions to perform.
- Check if the applications are available in Make (Gmail, Slack, Google Sheets, and thousands more are supported).
- Verify you have access to these applications (such as Slack workspace admin rights or a Google Workspace account).
- Ensure you have the necessary permissions (access to specific Google Sheets or Slack channels).
- What triggers the scenario? (a new email, form submission, or updates to a spreadsheet row)
- What information needs processing? (contact details, order information, or customer data)
- What should happen with this information? (create a new contact, send notifications, update databases)
For our sales notification scenario, here's the breakdown:
- Applications: Google Sheets, Slack
- Trigger: new row added in Google Sheets
- Actions: send Slack notification to the team
In the next sections, you'll prepare these apps to be used in your scenario.