Tips and examples

How can I optimise my project management? Tips for Make

November 2021
Tips for project management with Make

4 tips: How to automate your project management with Make

It's a question project managers in every industry ask: "How can I automate my project management?" Make is the new, innovative answer to this question that every company has been looking for. Read through our use cases and learn how this tool can help you avoid mistakes, create projects and manage workflows better than ever before.

First method: Adding documents to projects

It can be confusing, ineffective and time-consuming to transfer every document you find into the appropriate project. Fortunately, Make is designed to automate this process from start to finish, reducing errors and improving productivity:

  • Any file attachment in the Dropbox/OneDrive/Google Drive/FTP folder you specify that is attached to a selected task in Asana is saved.
  • Any new file added to Podio will be saved in your desired Google Drive folder.

Second method: Saving the project documentation

Keeping accurate records of your organisation's projects is as important as successfully completing them. That's why Make's tools are designed to help you centralise project documentation and ensure files stay organised by:

  • All project files are saved, compressed and sent on your preferred communication channel.
  • Each new file added to Podio will be saved in your desired Google Drive folder.
  • Any file attachment in the Dropbox/OneDrive/Google Drive/FTP folder you specify that is attached to a selected task in Asana is saved.

Third method: Create project notes

If you regularly ask yourself, "How can I automate my project management?" then you might just need better organisation. Overflowing email inboxes and more can cause you to lose track of your progress, which is why Make's automation is such an important solution. Whatever your needs, the tool is guaranteed to help you navigate projects easily by:

  • For each new post added to your "watched" Tumblr blogs, and/or for each check-in registered on Foursquare, notes will be created in your desired Evernote notebook.
  • For each new order created in WooCommerce, notes will be published in SuiteCRM7.
  • Every tweet uploaded by a Twitter user you select and/or every post uploaded to your desired Facebook group will be saved in your Evernote notebook.

Fourth method: Create projects after payment

Your company works hard every year to meet clients' needs - you deserve to be paid for that effort. Make helps you avoid unpaid work by creating projects only after your clients have paid their invoices. So while this tool tracks your bank statements via Raiffeisenbank emails, you can take back control of your finances by using the innovative solution and:

  • New projects are created in Toggl as soon as your Bank of America account balance falls below a certain threshold.
  • for each WooCommerce order that is placed and paid in full new projects are created in Asana
  • for every direct deposit of more than $1,000 into your account, new projects are created in VTiger CRM.

If you follow these 4 tips with Make you will never again ask yourself: "*Howcan I automate my project management?"! *

Tips for project management with Make

Tips for project management with Make

Cloud Integration, iPaaS, SaaS, BPA… Ough, hard to keep track of all these terms. They are currently used frequently (and increasingly) in the context of automation, and it is sometimes difficult to make a clear distinction and distinction. We have already written blog posts on the terms iPaaS, SaaS and BPA, but we’ll take them up again here to make the difference.

But let’s start with cloud integration, because that’s the central umbrella term in which we embed all the other technologies in this blog post.

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What does Cloud Integration mean?

What does Cloud Integration mean?


  • Is available in real time
  • Can be accessed from almost anywhere
  • Reduce potential sources of error by entering the same data multiple times
  • Require less installation and maintenance
  • Can optimize business processes

Arrange a free cloud integration consultation now

To illustrate these advantages, an example is suitable that we know well from our everyday work as an automation agency:

The central data to be used here is the data of a major customer. This can be the simplest information, such as the address. This address is required in numerous but completely different processes in the company: on the one hand, for correct invoicing in accounting. On the other hand, in the CRM system, where all the data of the large customer is also stored. But the address is also important in sales, for example, when employees go to the sales meeting on site.

Now the customer announces that the address of the company has changed after a move. This information will reach you by e-mail. There are now two options:

01. The e-mail is forwarded to all affected departments, accounting, sales, customer service, marketing… All persons open their corresponding program, CRM, accounting software, marketing tools (such as newsletter marketing) and change the data already stored there of the customer. This means that in multiple applications, different people do exactly the same thing: change one address.

02. But there is also an alternative: By connecting your applications, thus by integrizing them, the customer’s e-mail, or rather the information it contains about the address change, is automatically passed on to all affected applications: CRM, accounting, marketing, ERP. This does not require any clicks, because the cloud integration detects a trigger, i.e. address change, and thus automatically starts the process.

What sounds unimpressive in a single process becomes more effective when such a process occurs several times a day or weekly. Because there is a lot of data that is available in different applications and should always be correct. If these applications are cloud applications they are suitable for cloud integration.

But cloud integration doesn’t just happen. There are now a variety of applications that enable and implement this. Such tools usually allow us to link the relevant cloud applications on a central platform and define clear rules on when, how, where, how much data should be passed on and what happens to them.

IPaaS, SaaS, BPA, ABC – who can still see through it?

To realize cloud integration, there are various applications and technologies that are sometimes used interchangeably.

We have made a first distinction between iPaaS and BPA here.

We explain the term SaaS in more detail here.

Here the short version, again:
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Cloud integration cannot be done without SaaS, iPaaS and BPA

Cloud integration is rather an umbrella term that includes numerous technologies, such as SaaS, iPaaS and BPA, and this is also absolutely necessary. Cloud integration is a concept that is made possible by appropriate technologies.

However, all terms share the commonality that they are cloud-based and thus offer enormous potential for growth and scaling. In addition, they are often cheaper to implement and maintain because changed requirements are easy to implement.

As an independent automation agency, we implement cloud integration according to your requirements. We use a variety of SaaS tools and iPaas (strictly speaking BPA) software. Together we find individual solutions that are flexible and scalable.

Arrange a free cloud integration consultation now

Automation consulting. Automate. Improve. Succeed.

We advise you independently and offer our expertise.
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Automation consulting. Automate. Improve. Succeed.

We advise you independently and offer our expertise.