Set up Make to screen leads and handle onboarding

Using Make and AI, they automate lead checks, onboarding, and routine customer replies.

Done with Makeยท Intermediateยท Jan 2025

What they did
One person described using Make.com alongside AI to take over repetitive business tasks. Their automations cover lead screening, customer onboarding, and answering simple customer questions. They also said to begin with a single repetitive task before building more complex chains.
How it went
They called this their biggest breakthrough for systems that can judge situations and then act without much manual input. No metrics or concrete examples were given for these specific flows.
Tips
Pick one job that already saves at least 30 minutes a day, then automate that first. Add multi-step logic only after the initial setup is working well.

Try it yourself with Make

I want to build a Make workflow for [new lead source such as a form, CRM, or inbox]. Use AI to compare each lead with my criteria for [budget, location, need], then send approved leads into [calendar booking link or onboarding sequence]. Also draft responses to common customer questions using [knowledge base, FAQ, or support docs]. Show examples for three cases: a lead that should proceed, a lead that should be declined, and a routine customer question. Stop and ask for my approval before any email is sent, any record changes, or the workflow is switched on.

Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.

Read the original on reddit.com โ†—

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