Step 1. Plan your scenario

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 define the applications you'll connect 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) outline the specific actions needed 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