Build Client Onboarding in Make (Step by Step)

Build a client onboarding automation in Make, step by step. One intake form triggers six modules: an AI-written summary and welcome email, a client folder, a project, an email draft, and a team alert. This is the follow-up to my Zapier vs Make vs n8n comparison, using the same example workflow. CHAPTERS 0:00 What we're building 0:17 The scenario: six modules 0:37 Before you start 1:00 Step 1: Create the scenario and trigger 1:21 Step 2: Add the AI module 1:45 Steps 3 and 4: Folder and project 2:06 Step 5: Draft the email, alert the team 2:29 Test it, then switch it on 2:52 Habits that keep it reliable 3:11 Takeaways and next video NOTES The free Make plan included 1,000 credits a month when I checked in 2026. This scenario uses about 6 credits per client (an estimate). Plans and limits change, so confirm on Make's site. AI usage is billed separately by your AI provider. Always review AI-written emails before they reach a client. What would you automate next? Tell me in the comments. #Make #automation #nocode #clientonboarding