Make.com Scenario Templates: 12 Agency Scenarios Worth Building

Make.com scenario templates are pre-built scenarios you can copy and adapt instead of starting from a blank canvas. Make has a public template gallery for common app combinations, but the most useful templates for an agency are the ones built around its own processes: onboarding, alerts, reporting and sales handoffs. Below are twelve scenario examples I would build for almost any marketing agency, each with the trigger and modules in order, so you can build them yourself or use them as a spec.

Every scenario here follows the same habits: name every module, filter early, add an error handler with a Slack alert, and test with real data before switching on.

How to use Make templates safely

Make's template gallery is a good starting point for simple app-to-app flows. Before using any template:

1. Read every module. Templates make assumptions about your sheet columns, field names and channels.
2. Reconnect with your accounts. Templates come without connections.
3. Check the trigger start point. Make sure it will not process all historical records on the first run.
4. Add error handling. Most templates have none. See Make.com error handling.
5. Rename modules so the scenario makes sense to your team.

You can also share your own scenarios as blueprints, which Make lets you export and import as files. This is a practical way to reuse a scenario across clients.

Onboarding scenarios

1. New client form to full workspace

This is the one I would build first.

1. Trigger: Custom webhook receiving the onboarding form submission.
2. Google Drive: create the client folder from a template folder structure.
3. Google Docs: create the kickoff doc from a template, filling in client details.
4. Google Sheets: add the client to the master client list.
5. ClickUp: create the onboarding project or list from a template.
6. Slack: post to the team channel with links to everything.

I built this for an agency: about 40 manual setup steps per new client replaced by one form submission, with the workspace ready in under two minutes. See the client onboarding build and my guide to automating client onboarding in Make.

2. Kickoff booking chaser

1. Trigger: scheduled daily.
2. Google Sheets: search rows for clients onboarded in the last week without a kickoff date.
3. Iterator over results.
4. Gmail or your email tool: send a polite booking reminder.
5. Slack: notify the account manager.

Client health and retention scenarios

3. Client health alert

1. Trigger: ClickUp watch for task or custom field changes.
2. Filter: only when the health field changed.
3. Google Sheets: search the client row for account owner and context.
4. Router: route by health level or account owner.
5. Slack: message the right CSM with context.
6. ClickUp: create a follow-up task for the owner.

This is close to the client health monitor I run in production.

4. Client wins to Slack

1. Trigger: Slack watch for messages in a channel, or a form.
2. Google Docs: get context about the client.
3. HTTP or AI module: format the win into a short, readable post.
4. Router: test channel vs live channel.
5. Slack: post the formatted win.

See the AI Client Wins Slack bot for the real version.

Billing scenarios

5. Failed payment alert

1. Trigger: Mailhook receiving forwarded billing emails.
2. Text parser: match pattern to extract invoice number, contact and amount.
3. Filter: only failed payment emails.
4. Slack: ping billing with the details.
5. ClickUp: create a task to follow up.

This is the failed-payment alerts scenario. If you use Stripe, the trigger can be a Stripe event instead of a mailhook. See Stripe failed payment alerts.

6. Invoice paid confirmation

1. Trigger: payment platform event for a paid invoice.
2. Google Sheets: update the client billing row.
3. Slack: post a short note to the finance channel.

Sales scenarios

7. Positive cold email reply alert

1. Trigger: Custom webhook from your cold email tool on reply.
2. Filter: only replies marked positive.
3. Slack: ping the sales team with the reply.
4. Google Sheets: log the lead in the outreach sheet.
5. ClickUp: create or update the lead task.

This is the positive-reply sales alert I built.

8. Form lead to CRM with dedupe

1. Trigger: Custom webhook from the website form.
2. CRM module: search contact by email.
3. Router: exists vs new.
4. CRM: update or create the contact, then create the deal.
5. Slack: notify the assigned rep.

Reporting scenarios

9. Weekly client summary to Slack

1. Trigger: scheduled weekly.
2. Google Sheets: get rows from the reporting sheet.
3. Array aggregator or text aggregator: build one summary per client.
4. Slack: post to each client's internal channel.

10. Missing data check

1. Trigger: scheduled daily.
2. Google Sheets: search rows where key fields are empty.
3. Text aggregator: build a list.
4. Filter: only if the list is not empty.
5. Slack: send the list to ops.

Operations scenarios

11. New team member setup

1. Trigger: form or HR tool event.
2. Google Workspace: create accounts or folders as your admin setup allows.
3. ClickUp: add to the right spaces and create an onboarding checklist.
4. Slack: invite to channels and post a welcome.

12. Scenario error digest

1. Trigger: Custom webhook that other scenarios call from their error handler routes.
2. Data store: add a record of the error.
3. Scheduled companion scenario: daily, read the data store, aggregate and post one summary to Slack.

This keeps the error channel readable when you have many scenarios.

Make scenario ideas by tool

If you prefer to start from your stack:

• ClickUp: task status changes to Slack, overdue tasks digest, new project from form. See ClickUp automations examples.
• Google Sheets: new row to Slack, row updates to CRM, daily summaries. See Make.com Google Sheets.
• Slack: message shortcut to ClickUp task, channel message to log, alerts from any tool.
• Gmail: parse lead or billing emails into structured data.

Building a template once, reusing it per client

Agencies often want the same scenario for every client: the same onboarding, the same weekly summary, the same alerts. There are two ways to do that in Make.

1. One scenario per client. Export a working scenario as a blueprint, import it for each new client, and change the connections and settings. Simple, but every improvement has to be repeated in each copy.
2. One shared scenario with a lookup. Keep client-specific values, like Slack channel, ClickUp list and owner, in a Google Sheet or data store. The scenario looks up the client by ID and uses those values. One change updates every client.

For more than a handful of clients, I nearly always choose the second approach. It is easier to maintain and easier to monitor, because there is one scenario history to check instead of twenty.

How I build this

I build these scenarios for agencies with consistent naming, error alerts and documentation, in your Make account so you own them. The fixed-price Agency Onboarding Engine covers the onboarding scenarios, and the Agency Reporting and Alerts Pack covers health, billing and reporting alerts. To see which would help most, request a free 15-minute Loom teardown.

FAQ

Does Make.com have templates?

Yes. Make has a public template gallery for common app combinations, and you can also export and import your own scenarios as blueprints.

How do I share a Make.com scenario?

Export the scenario as a blueprint file and import it into another account or team. Connections are not included, so the recipient reconnects their own apps.

What is the best first Make scenario for an agency?

Client onboarding is usually the highest value, because it replaces many manual setup steps with one form submission and runs every time you win a client.

Are Make templates safe to use as-is?

Use them as a starting point. Check the field mappings, trigger start point and connections, and add error handling before switching them on.