Training course · Make · SMEs & Mid-Sized Businesses

Make for SMEs

Automation with Make (formerly Integromat) and AI modules: build scenarios, routers and AI steps while keeping data protection in check.

Duration
2 days (14 hrs)
Format
Online or on-site
Language
German or English
Participants
open dates or exclusive for your team
Certificate
Certificate of attendance

Overview

“Make for SMEs” is designed for roles such as Owners and managing directors of SMEs, Sales, purchasing and administration staff and HR managers in small and mid-sized companies and shows step by step how to use Make productively, safely and transparently in SMEs & Mid-Sized Businesses – from the fundamentals to advanced workflows.

Make, formerly known as Integromat, is a visual automation platform that lets you connect applications and automate recurring processes without writing code. Over two days you will learn to build scenarios systematically, from triggers and modules through routers and filters to iterators, aggregators and data stores. You will understand how data flows through a scenario, how to reshape it with functions and how to keep an eye on operations consumption.

The second focus is AI. You connect language models through Make’s AI modules and provider integrations to classify text, extract information from emails and documents, draft replies or enrich content. You learn to catch errors with error handlers, test scenarios and document them clearly. Finally, you address data protection topics such as hosting region, data processing agreements and data minimisation, so that your automations can be run safely within your organisation.

Small and medium-sized enterprises are the backbone of the economy – and are hit especially hard by skills shortages and growing administrative burdens. Generative AI offers mid-sized businesses big opportunities precisely because it can be used without an IT department or major investment. Owners and staff use AI assistants to write quotes and customer correspondence, review tenders and contracts, draft job adverts, capture the know-how of experienced employees and create marketing content. Simple automations and AI agents connect email, spreadsheets and industry software. The key is a pragmatic start with clear rules that delivers noticeable benefits quickly and brings the whole team along.

The course is delivered live – either online in a virtual classroom or on-site in our training rooms in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run it exclusively for your team.

Who is this course for?

  • Owners and managing directors of SMEs
  • Sales, purchasing and administration staff
  • HR managers in small and mid-sized companies
  • Digitalisation and operations leads
  • Trades businesses and family-owned companies

Typical challenges we address

  • Skills shortages and heavy workloads in small teams
  • Growing administrative and documentation requirements
  • No dedicated IT or digital transformation department
  • Uncertainty about data protection, costs and the right way to start with AI

What you will be able to do

  • You can build Make scenarios independently using triggers, routers, filters and data transformations.
  • You can process lists and records with iterators, aggregators and data stores.
  • You can integrate AI modules for classification, extraction and text generation into your processes.
  • You can safeguard scenarios with error handlers, validation and human approval.
  • Apply AI pragmatically in sales, administration, HR and marketing in your company.
  • Define clear, privacy-compliant rules for AI use in your team.
  • Identify processes that can be improved with AI and automation without an in-house IT department.

Course outline

Day 1

Module 1 Fundamentals: scenarios, modules and data flow
  • Interface layout, scenario editor and execution history
  • Triggers, actions and searches: module types and their role in a scenario
  • Understanding bundles, mapping and data types and using them deliberately
  • Choosing between schedules, webhooks and instant triggers
Module 2 Logic: routers, filters, iterators and aggregators
  • Using routers and filters for branching and conditional flows
  • Splitting lists with iterators and combining them with aggregators
  • Applying text, date and maths functions to transform data
  • Using data stores and variables for interim values and duplicate checks
Module 3 AI building blocks in Make
  • Connecting language models via AI modules and provider integrations
  • Automating classification, structured data extraction and text generation
  • Building prompts from scenario variables and processing output as JSON
  • Combining AI agents in Make with tools and scenarios as actions
Module 4 Integrations, error handling and testing
  • Connecting common business applications and any API via the HTTP module
  • Applying error handlers such as Resume, Ignore, Break and Rollback
  • Validating AI output and routing unusable results to a person
  • Testing scenarios, optimising operations and documenting them for the team

Day 2

Module 5 Data protection, governance and operations
  • Assessing hosting region, data processing agreements and data flows to AI providers
  • Applying data minimisation and pseudonymisation within scenarios
  • Managing connections, teams and permissions across the organisation
  • Defining approval steps, monitoring and ownership for live operation
Module 6 Practice lab: SMEs & Mid-Sized Businesses
  • Quotes and customer correspondence
  • Reviewing tenders and contracts
  • Recruitment
  • Preserving know-how
  • Marketing without an agency
  • Automating workflows
Module 7 Data protection, quality & transfer to daily work
  • SMEs must also comply with the GDPR when using AI, for example through data processing agreements and clear rules on which customer and employee data may be entered. The EU AI Act requires businesses to ensure adequate AI literacy among staff, and trade secrets and customer data belong only in approved tools.
  • Ground rules for safe AI use in your team
  • Checking results: facts, sources, tests and the four-eyes principle
  • Personal action plan for the next 30 days
  • Open questions, outlook and resources for further learning

Practical scenarios from your field

Quotes and customer correspondence

AI drafts quote text, service descriptions, follow-up emails and replies to customer enquiries based on your templates and price lists – you review and send.

Reviewing tenders and contracts

Tender documents, suppliers' terms and framework agreements are summarised for requirements, deadlines, liability and special conditions so you can decide faster. Key exclusion criteria are highlighted clearly.

Recruitment

Job adverts, careers page copy, interview guides and onboarding plans are written for the target audience to stand out in the competition for skilled staff.

Preserving know-how

The experience of long-serving employees is captured in interviews and structured with AI into work instructions, FAQs and onboarding material before it is lost to retirement.

Marketing without an agency

Website copy, newsletters, social posts, case studies and trade fair materials are created with AI and adapted to the language of your customers. Your company gains visibility without a marketing department.

Automating workflows

Recurring processes such as sorting incoming invoices, routing enquiries or producing reports from spreadsheets are connected using no-code tools and AI agents. This noticeably relieves small teams and reduces errors.

Prerequisites

You should be comfortable with common office and cloud applications and have some experience with AI assistants. No programming skills are required. Working in a small or medium-sized business; no technical background required.

Technical requirements

You will need a laptop with an up-to-date browser and a Make account; the free plan covers most exercises. API access for a language model is set up together during the course.

Data protection & compliance

SMEs must also comply with the GDPR when using AI, for example through data processing agreements and clear rules on which customer and employee data may be entered. The EU AI Act requires businesses to ensure adequate AI literacy among staff, and trade secrets and customer data belong only in approved tools.

Suggested dates

All dates are suggestions – your preferred date is always possible.

  • Tue, 24 November 2026 – Wed, 25 November 2026 Online Request
  • Mon, 30 November 2026 – Tue, 1 December 2026 Hanover Request
  • Wed, 16 December 2026 – Thu, 17 December 2026 Online Request
  • Thu, 14 January 2027 – Fri, 15 January 2027 Online Request
  • Thu, 28 January 2027 – Fri, 29 January 2027 Munich Request
  • Thu, 4 February 2027 – Fri, 5 February 2027 Online Request

Frequently asked questions

Is Make the same as Integromat?

Yes. Integromat was renamed Make and substantially developed along the way. The core principle of visual scenarios made of connected modules remains, while a redesigned interface, many new integrations and AI building blocks have been added. If you used Integromat in the past, you will quickly feel at home and discover the new capabilities on the course.

How do I keep operation costs under control?

Every module that runs consumes operations or credits, and AI calls also use quota with the respective model provider. On the course you learn to design scenarios so that filters apply early, unnecessary runs are avoided and data is processed in batches. This keeps your automations economical and predictable as volumes grow.

Can Make be used in a GDPR-compliant way?

In principle yes, provided you set up the framework deliberately. This includes choosing the hosting region, signing a data processing agreement, reviewing connected AI services and applying data minimisation. On the course you work through these points with a checklist and learn to filter or pseudonymise sensitive data within scenarios.

How should a small business get started with AI?

Start with two or three concrete, time-consuming tasks such as quotes, correspondence or job adverts. Choose a privacy-compliant tool, set simple rules and let the team practise together. In the course you develop exactly this kind of starter plan for your company.

Do we need our own IT department?

No. Common AI assistants and no-code automations can be used without programming skills. What matters is deliberate tool selection, data processing agreements and clear responsibilities. For integrations with industry software, occasional external support may help, but getting started is something you can do yourselves.

How much does “Make for SMEs” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 2 training day(s) with a live trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. Our suggested dates are just a guide. In the request form you can always describe your preferred date or period in free text – we check availability and confirm within one working day.

Is the course online or on-site?

Both are possible: live online in a virtual classroom or on-site in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart or Kaiserslautern. We can also run the course exclusively for your team.

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