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Make Automation Flows 🤖

Real automation workflows built with Make, Claude AI, WhatsApp Business API, and Google Sheets. Used in production with real clients.

Built by Karen Pineda — AI Automation Specialist


Flows included

1. Post-Sale WhatsApp Tracking

Automatically sends WhatsApp messages at each order stage.

Triggers: New row in Google Sheets
Tools: Make · WhatsApp Business API · Google Sheets
Results: 15 hours/week recovered · 0 repetitive customer queries
Cost: $0 (free plan) · Build time: 2 hours


2. AI Lead Qualification + CRM Routing

Scores leads automatically with Claude AI and routes them by tier.

Triggers: New Typeform response
Tools: Make · Claude API · HubSpot · Slack · Gmail
Results: Replaces 2-3 hours of manual lead review per week
Tiers: Hot → Slack alert · Warm → personalized email · Cold → CRM only


3. AI Content Generation for Agencies

Generates 5 copy variants per brief using Claude AI.

Triggers: New row in Google Sheets (brief submitted)
Tools: Make · Claude API · Google Sheets · Slack
Results: Content creation from 3 hours → under 20 minutes per client
Output: 5 variants with hook, copy and CTA per brief


4. Automated Client Onboarding

Fully automates the new client welcome process end-to-end.

Triggers: New Typeform response
Tools: Make · Gmail · Slack · Google Sheets
Results: Eliminates 1-2 hours of manual coordination per new client
Includes: Welcome email · CRM registration · team alert · day-3 check-in


5. Automated Weekly KPI Report

Generates and sends executive reports every Monday at 8am.

Triggers: Scheduled — every Monday 8:00am
Tools: Make · Claude API · Google Sheets · Gmail
Results: Saves 2-3 hours of manual reporting per client per week
Output: AI-generated executive summary delivered to client inbox


6. AI Customer Support Triage

Classifies, responds, and escalates support emails automatically.

Triggers: Incoming email with label "soporte"
Tools: Make · Claude API · Gmail · Slack · Google Sheets
Results: First response time from hours → seconds
Logic: FAQs auto-responded · Urgent → Slack · Complex → human queue


Stack

Make Claude Google Sheets WhatsApp HubSpot Slack


How to use

  1. Download the JSON file for the flow you need
  2. In Make: Create new scenario → Import Blueprint
  3. Upload the JSON file
  4. Connect your credentials
  5. Update the variable placeholders (TU_SPREADSHEET_ID, TU_PHONE_NUMBER_ID, etc.)
  6. Activate the scenario

About

Karen Pineda — AI Automation Specialist & Business Analyst
8+ years transforming business processes with data and automation.

  • 🔗 LinkedIn
  • 📧 Open to remote opportunities in AI Strategy & Automation Consulting

About

Real automation workflows built with Make, Claude API and WhatsApp Business API

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