Make.com Business Workflows: 20 Scenarios Every Company Should Run

Operations Automation

Contract management:

1. Gmail trigger: new email with "contract" attachment
2. Parse PDF: extract contract text
3. Claude HTTP: review against standard terms, flag unusual clauses, extract: parties, value, duration, renewal terms
4. Airtable: log contract details
5. Router: if high-risk clauses → email legal team; if standard → email requesting signatures
6. Docusign API: send for electronic signature

Vendor invoice processing:

1. Gmail trigger: invoice email received
2. Parse PDF/image attachment
3. Claude: extract vendor, amount, due date, line items, invoice number
4. Airtable: log invoice
5. Slack: "New invoice from {{vendor}}: {{amount}} due {{date}} — approve?"
6. When approved (Slack button): mark as approved + create payment reminder

Document distribution:

1. Google Drive trigger: new file added to /policies/ folder
2. Claude: extract key points and what has changed
3. Email: send to all relevant team members with summary
4. Slack: post update with file link

Finance Automation

Expense report processing:

1. Email trigger: new expense submission
2. Parse: extract receipts and amounts
3. Claude: validate expenses against policy, flag out-of-policy items
4. Approval workflow: route to manager for sign-off
5. Accounting system: create expense entry

Invoice generation:

1. HubSpot trigger: deal closed won
2. Airtable: fetch service details and pricing
3. Claude: generate invoice line items and description
4. Stripe or QuickBooks: create invoice
5. Email: send invoice to customer

Monthly financial digest:

1. Schedule: first day of month
2. Fetch: Stripe revenue data, HubSpot pipeline, expense data
3. Claude: write executive financial narrative
4. Email: send monthly financial report to leadership

HR Automation

Job application processing:

1. Typeform/form trigger: new application submitted
2. Claude: review resume text against job requirements
3. Score: match percentage + strengths + gaps
4. Router: if score > threshold → schedule interview; if below → send polite decline
5. ATS (or Airtable): log application with AI assessment
6. Calendar: schedule interview for qualified candidates

Employee onboarding:

1. Trigger: new employee added to HR system (or Google Sheet)
2. Google Workspace: create email account + add to groups
3. Notion/Confluence: create onboarding page with personalised resources
4. Slack: send welcome message + add to relevant channels
5. Calendar: create week-1 meeting schedule
6. Equipment request: create IT ticket for hardware
7. Email: send personalised onboarding guide

PTO and leave tracking:

1. Form: employee submits PTO request
2. Claude: check team calendar for conflicts
3. Router: auto-approve if no conflicts + manager not on leave
4. Calendar: block dates; update team calendar
5. HR system: log approved PTO
6. Slack: notify manager + employee

Project Management

Meeting to project tasks:

1. Zoom/Google Meet webhook: meeting ended
2. Claude: extract action items from transcript

- Each action item: owner, deadline, description

1. ClickUp/Asana/Jira: create task for each action item
2. Assign to correct team member
3. Slack: "{{N}} tasks created from today's call" with links

Weekly project status update:

1. Schedule: every Friday
2. ClickUp/Asana API: get all tasks updated this week
3. Claude: write project status summary ("On track / At risk / Behind")
4. Slack/Email: send status update to stakeholders

Deadline alerts:

1. Schedule: daily
2. Project management tool: get tasks with deadline in next 48 hours
3. Filter: incomplete tasks only
4. Notify: Slack DM to task owner

Customer Operations

Renewal management:

1. Schedule: monthly
2. CRM: get customers with renewals in next 90, 60, and 30 days
3. Iterator: for each customer
4. Claude: generate renewal strategy note based on account health
5. Create tasks: different actions for 90/60/30 day buckets
6. Email: send renewal notification to customer at 60 days

NPS survey and follow-up:

1. Trigger: NPS survey response received (from Typeform, Delighted, etc.)
2. Router: score < 7 → detractor, 7-8 → passive, 9-10 → promoter
3. Detractor path: Claude drafts empathetic follow-up email + creates CSM task
4. Promoter path: Send case study request / referral invitation
5. Airtable: log all NPS data for reporting

Recommended Tools

• Make.com — Business workflow automation
• Claude API — AI for analysis and document processing
• HubSpot — CRM for customer and sales workflows
• Airtable — Flexible operations database
• Slack — Team notifications and approvals
• Google Workspace — Documents, email, calendar