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Make

When this tool is the right answer

Make (formerly Integromat) is a visual workflow tool. For an operator engagement, it’s usually the right answer when the work is multi-step orchestration across systems — not just a single trigger-to-action zap, and not yet complex enough to need a custom app.

When I reach for Make
  • Multi-step orchestrations with conditional branching — the kind that would be 5+ Zaps stitched together
  • Webhook-driven flows where I need fine control over data shape and error handling
  • Anything that touches 3+ apps in a single run with data transformation in the middle
  • High-volume scenarios where Zapier’s task pricing would get expensive fast
When I don’t
  • Simple one-trigger / one-action flows — Zapier is usually faster and simpler for those
  • Anything that needs a real user interface, persistent state across runs, or complex business logic — that’s a custom app
  • Workflows that are core to the business and need version control, automated tests, and SLAs — visual builders are the wrong abstraction for that

Patterns I build with Make

Inbound triage and routing

Email/form/webhook intake → AI classification → routed to the right system or person, with full audit trail. Common for tenant requests, vendor inquiries, and inbound deal flow.

Multi-system sync backbones

Keep AppFolio / Buildium / Procore / QuickBooks in agreement with each other and with an Airtable source-of-truth layer. The plumbing that makes the rest of the stack actually cooperate.

Scheduled report generation

Pull data from multiple systems, transform it, generate owner statements or operations dashboards, deliver to Slack/email on a schedule. The Friday-afternoon report-building eliminator.

Document workflows with AI

Inbound document → OpenAI/Claude extraction → structured data → into your PM system or matter manager. Lease abstraction, contract intake, invoice processing.

Walk me through a workflow

30 minutes. Bring the workflow that’s costing you the most time. I’ll tell you whether Make is the right answer for it — or what is.