Make / Zapier Automation
No-code automations across Make and Zapier that wire scattered tools together, so handoffs, routing and follow-ups run without anyone copy-pasting between apps.
- Role
- Workflow automation
- Client
- Redocs
- Year
- 2026
- Tools
- Make, Zapier, n8n
The work was spread across a dozen tools that didn't talk to each other, so the glue was a person copy-pasting between tabs all day.
The tools now talk to each other directly, so routing, handoffs and follow-ups happen on their own instead of waiting on manual copy-paste.
What I built
I connected the stack with Make and Zapier scenarios: lead routing, follow-up automations and the small integrations that quietly remove a recurring manual step.
What it solves
- Move data between tools automatically, with no manual re-entry
- Route leads and trigger follow-ups for consistent response time
- Replace fragile manual handoffs with repeatable scenarios
- Document the flows so they're easy to maintain and extend
The breakdown decks
Two decks walking through the scenarios: what each automation does and how the pieces fit together.
Next project
Operations & Executive Support