Setting Up Make and Zapier

Before building AI automations, you need to set up your accounts and understand how each platform works. This lesson walks you through getting started with both Make and Zapier.

Creating Your Accounts

Zapier Setup

1. Go to zapier.com and click "Sign up free"
2. Create an account with your email or Google account
3. You will land on the Zapier dashboard

The free plan gives you 100 tasks per month and 5 active Zaps. This is enough to follow along with every example in this course.

Make Setup

1. Go to make.com and click "Get started free"
2. Create an account with your email or Google account
3. You will land on the Make dashboard

The free plan gives you 1,000 operations per month and 2 active scenarios. Plenty for learning.

Getting Your AI API Key

To connect AI to your automations, you need an API key. We will use OpenAI (ChatGPT) as the primary example, but the same concepts apply to Anthropic (Claude) and other providers.

OpenAI API Key

1. Go to platform.openai.com
2. Sign in or create an account (separate from your ChatGPT account)
3. Navigate to API Keys in the left sidebar
4. Click "Create new secret key"
5. Give it a name like "Make-Zapier-Automations"
6. Copy the key immediately (you will not see it again)

Important: The API has usage-based pricing. Add a spending limit under Settings → Limits to avoid unexpected charges. For this course, $5-10 is more than enough.

Anthropic API Key (Optional)

1. Go to console.anthropic.com
2. Sign in or create an account
3. Navigate to API Keys
4. Click "Create Key"
5. Copy and store it securely

Navigating Zapier

The Zapier Dashboard

When you log in, you will see:

• Home - Overview of your Zaps and recent activity
• Zaps - All your automated workflows
• Tables - Zapier's built-in database (useful for storing data between runs)
• Interfaces - Forms and pages that can trigger Zaps

Creating Your First Zap

1. Click the "+ Create" button, then select "New Zap"
2. You will see the Zap editor with two blocks: Trigger and Action
3. Click the Trigger block to choose the app that starts your workflow
4. Click the Action block to choose what happens next

Key Zapier Concepts

• Trigger - The event that starts a Zap (e.g., "New Email in Gmail")
• Action - A task the Zap performs (e.g., "Send Message in Slack")
• Filter - A condition that decides if the Zap should continue
• Path - Branching logic (available on paid plans)
• Formatter - Built-in tools for transforming text, numbers, and dates

Navigating Make

The Make Dashboard

When you log in, you will see:

• Scenarios - Your automated workflows
• Templates - Pre-built workflows you can customize
• Connections - Your linked apps and API keys
• Devices - Webhooks and custom integrations

Creating Your First Scenario

1. Click "Create a new scenario"
2. You will see a blank canvas with a "+" button in the center
3. Click "+" to add your first module (the trigger)
4. Click the wrench icon on the module to configure it
5. Click the "+" connector that appears to add the next module

Key Make Concepts

• Module - A single app action (trigger or action) represented as a circle on the canvas
• Connection - A saved authentication for an app (set up once, reuse across scenarios)
• Router - Splits the workflow into multiple paths
• Filter - A condition between two modules that controls data flow
• Iterator - Processes arrays one item at a time
• Aggregator - Combines multiple items back into one

Setting Up Your AI Connection

In Zapier

1. Create a new Zap
2. For any action step, search for "OpenAI (GPT, DALL-E, Whisper)"
3. Select an action like "Conversation"
4. Zapier will ask you to sign in to OpenAI
5. Paste your API key when prompted
6. The connection is saved for future Zaps

In Make

1. Create a new scenario
2. Click "+" and search for "OpenAI (ChatGPT, DALL-E, Whisper)"
3. Select a module like "Create a Completion"
4. Click "Add" next to the Connection field
5. Paste your API key
6. Click "Save"
7. The connection is saved for future scenarios

Quick Test: Verify Your Setup

Let's verify everything works with a simple test.

Zapier Quick Test

1. Create a new Zap
2. Trigger: Choose "Schedule by Zapier" → "Every Day"
3. Action: Choose "OpenAI" → "Conversation"
4. Configure the prompt: "Say hello in one sentence"
5. Click "Test action"
6. If you see a response from ChatGPT, your setup is complete

Make Quick Test

1. Create a new scenario
2. Add a module: "OpenAI" → "Create a Completion"
3. Set the prompt to: "Say hello in one sentence"
4. Click "Run once" (the play button at the bottom left)
5. If you see a green checkmark with a response, your setup is complete

Key Takeaways

• Both Make and Zapier offer free tiers sufficient for learning
• You need an OpenAI or Anthropic API key to add AI to your workflows
• Set a spending limit on your API account to control costs
• Zapier uses Zaps (linear); Make uses Scenarios (visual canvas)
• Always test your connection with a simple prompt before building complex workflows