Mastering Automation: How to Streamline Your Workflow with Make (Integromat)

Written by SimpleDigitalWorld

20.01.2026

Tired of repetitive tasks draining your time? Discover how Make (formerly Integromat) can help you automate everything from emails to crypto alerts.

Why You Should Care About Workflow Automation

If you’re spending hours on repetitive daily tasks—like transferring data between apps, sending routine emails, or managing blockchain reports—you’re not working efficiently. That’s where Make (formerly Integromat) comes in.

Make is a powerful, no-code automation platform that connects apps and services to handle tasks for you behind the scenes. Think of it like Zapier, but with more flexibility and visual controls for complex workflows.

Use Case 1: Crypto Market Monitoring & Alerts

Let’s say you’re tracking Bitcoin market volatility or natural gas price movements that could impact your portfolio. These are often mentioned in crypto reports (like this one). You can automate alerts using Make to monitor specific RSS feeds or APIs and send notifications via Telegram, Slack, or email.

Workflow Example:

  • Trigger: New item appears in a CryptoSlate RSS feed.
  • Filter: If title contains keywords like “Bitcoin”, “liquidity”, or “surge”.
  • Action: Send a formatted message to your Telegram group or Discord channel.

👉 Try this Make Telegram Integration

Use Case 2: Automating Content Publishing for Analysts

If you’re an analyst or content creator in the finance or crypto space, you may need to publish curated reports. Make can automate your entire publishing workflow:

  1. Scrape the latest market movements from your preferred news sources using RSS modules.
  2. Filter relevant content and push summaries into a Google Sheet or Notion database.
  3. Automatically post a summary to LinkedIn or Twitter with scheduled timing.

💡 Pro Tip: Combine Make with Notion using this integration to build a real-time research dashboard.

Use Case 3: Automating Client Onboarding

For consultants or Web3 developers, onboarding new clients can be a hassle. Make lets you automate this process:

  • Trigger: New client fills out a Typeform.
  • Action 1: Send a personalized welcome email via Gmail.
  • Action 2: Create a new client folder in Google Drive.
  • Action 3: Add client info to your CRM or Notion workspace.

📈 CTA #1: Want to build this onboarding automation? Check out this free Make tutorial library.

Why Make Over Zapier?

While Zapier is more beginner-friendly, Make offers:

  • Visual workflow editor – design complex logic easily
  • Advanced operations – looping, conditional paths, data parsing
  • Cheaper pricing for high-volume automations

Make is ideal for technical professionals, analysts, crypto traders, and teams that need more control over their automations.

Integrating with Crypto Tools

With Bitcoin and digital asset markets facing pressure from liquidity shifts, as seen in this article, staying updated in real time gives you an edge. Connect Make to:

  • CoinGecko API for live prices
  • Google Sheets for trend tracking
  • Slack for real-time portfolio alerts

Security & Privacy Tips

While automating, always:

  • Use OAuth or token-based logins where possible
  • Limit app permissions to what’s necessary
  • Test automations with dummy data first

Getting Started in 3 Steps

  1. Sign up for a free Make account
  2. Pick a template from their Marketplace
  3. Customize and activate your scenario

🧠 CTA #2: Need help designing your first workflow? Join the Make Community for templates and advice.

Final Thoughts

Whether you’re tracking volatile crypto markets, publishing financial insights, or managing clients in Web3, automation can give you back hours every week. Tools like Make are essential to building scalable, resilient workflows—especially when the economy or digital asset markets are in constant flux.

Don’t automate for the sake of it—automate to give yourself time to think, analyze, and create.

Author

Believe you can and you’re halfway there. The will to win, the desire to succeed, the urge to reach your full potential… these are the keys that will unlock the door to personal excellence. Believe in yourself and all that you are. Know that there is something inside you that is greater than any obstacle.

– Calvin Coolidge

Overall, the goal of modern cybersecurity is to protect against cyber threats and ensure the confidentiality, integrity, and availability of sensitive information and systems.
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The technology you use impresses no one. The experience you create with it is everything.

– Sean Gerety

This quote from Sean Gerety reminds us that the ultimate goal of technology is to solve problems and improve people’s lives, rather than just being impressive or trendy.

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