Make Automation for SaaS: 10 Workflows That Save 20+ Hours Per Week

Automation is the operational backbone of every SaaS company we build. These 10 Make workflows are the ones we implement for almost every client — they save real time, prevent real problems, and run 24/7 without manual intervention. Here are the exact scenarios.

Workflow 1: New User Onboarding Sequence

Trigger: new row in Supabase users table.
Actions: (1) Send welcome email via SendGrid, (2) Create contact in HubSpot, (3) Post to #new-users Slack channel, (4) Schedule Day 3 check-in email, (5) Add to Airtable new-user tracking base.

This workflow runs automatically for every signup — no manual intervention, no missed welcome emails.

Workflow 2: Stripe Subscription Events

Trigger: Stripe webhook (subscription.created, subscription.updated, subscription.deleted).
Actions: (1) Update user plan in Supabase (role: free/starter/pro/enterprise), (2) Send plan confirmation email via SendGrid, (3) Update HubSpot deal stage, (4) Post to #revenue Slack channel for upgrades.

This ensures your app always knows the current subscription status — even if the user manages their subscription via the Stripe customer portal.

Workflow 3: Churn Risk Alert

Trigger: Supabase scheduled webhook — runs every Monday at 9am.
Actions: Query users who signed in less than once in the last 14 days AND are paying. Send list to Slack #cs-team channel with user names, plan, and last login date.

This gives your customer success team a weekly list of at-risk accounts before they churn.

Workflow 4: B2B Lead Qualification

Trigger: new form submission (Typeform, Webflow form, or WeWeb form via webhook).
Actions: (1) Enrich company data via Clearbit, (2) Score lead based on company size, industry, and job title, (3) Route high-score leads to Pipedrive with a task for the AE, (4) Route mid-score leads to a drip email sequence, (5) Route low-score leads to a self-serve email only.

Workflow 5: Invoice and Contract Generation

Trigger: new row in Supabase projects table (status = "confirmed").
Actions: (1) Generate PDF invoice via PDFMonkey from a Supabase project template, (2) Send to client via SendGrid with payment link, (3) Create project folder in Google Drive, (4) Post to #projects Slack channel.

Eliminate manual invoice creation entirely.

Workflow 6: Support Ticket Routing

Trigger: new Intercom conversation or support email.
Actions: (1) Classify urgency using OpenAI (Critical / High / Normal / Low), (2) If Critical: page on-call via PagerDuty, (3) If High: assign to senior support and notify Slack, (4) Log all tickets in Airtable support tracker with category and resolution time.

Workflow 7: Weekly Revenue Report

Trigger: every Monday at 8am.
Actions: (1) Query Stripe for last 7 days MRR, new subscriptions, cancellations, and expansion revenue, (2) Query Supabase for new signups, DAU, and feature usage, (3) Format as a structured report, (4) Post to #leadership Slack channel and email to founders.

Your KPIs land in your inbox every Monday without manual pulling.

Workflows 8–10: More High-Value Scenarios

Workflow 8 — NPS Survey Automation: trigger 30 days after signup, send NPS survey via Delighted, route Detractors to customer success for immediate follow-up.

Workflow 9 — Trial Conversion Sequence: trigger when trial expires. Day 0: upgrade prompt email. Day 3: case study email. Day 7: founder personal email. Day 14: cancellation confirmation with win-back offer.

Workflow 10 — Data Backup: every night at 2am, export Supabase tables to encrypted CSV files in Google Drive. Simple but critical — SaaS companies that skip this eventually regret it.