Alex runs a service company with 75 full-time employees and has to onboard 100 extra people every peak season. Maria runs an e-commerce shop that ships across Europe, and about 80% of her business is making the client gifts for Alex's company. With a baby on the way, they're hunting for every wasted hour they can eliminate. This Saturday morning, they're at the farmers' market, wandering between the cheese stall and the flower stand, and Maria just casually mentioned that her entire order processing runs automatically.
Alex stopped walking. "What do you mean, automatically?"
"When a customer places an order on my shop, a task gets created in #ClickUp with all the details. The supplier gets notified. The shipping label template fills itself in. I don't touch anything until it's time to check the package before it goes out."
"How?"
"Automation, Alex. Welcome to the future."
"MÃra, is this real?" Alex asked me.
"Very real," I said. "Let's talk about what's out there."
"Start with what I use," Maria said. "#Make. Formerly Integromat. It's where all my automations live."
"#Make is one of the most powerful visual automation tools on the market," I said. "You build scenarios by connecting modules, like building blocks. One block watches for a new order, the next creates a task in #ClickUp, the next sends a confirmation email, the next updates a spreadsheet. The visual builder makes complex automations understandable even if you're not technical. And the number of integrations is enormous: hundreds of apps, all connectable."
"It looks like a flowchart," Maria explained to Alex. "If this happens, then do that. And that. And that."
"And #Make gives you a generous number of operations on the free plan," I added. "For the paid plans, the pricing is based on how many operations you run, not how many automations you build. So you can experiment freely."
"But wait," Alex said. "Doesn't #ClickUp have its own automations?"
"Absolutely," I said. "**#ClickUpAutomations** handle everything that happens inside your workspace. When a task status changes, assign it to someone. When a due date arrives, send a notification. When a task moves to a specific List, apply a template. Over 100 triggers and actions, no code needed. For workflows that live entirely inside #ClickUp, the built-in automations are fast, free, and easy to set up."
"So what's the difference?" Alex asked.
"Think of it this way," I said. "#ClickUpAutomations is the smart assistant inside your office. #Make is the messenger that connects your office to every other building in town. You need both."
"That's actually a good explanation," Maria said.
"What about #Zapier?" Alex asked. "I've heard the name a million times."
"#Zapier is the most well-known automation platform in the world," I said. "Over 6,000 app integrations, and the setup is beginner-friendly. You create Zaps: a trigger in one app causes an action in another. New email in #Gmail? Create a task in #ClickUp. New row in a spreadsheet? Send a #Slack message. The multi-step Zaps let you chain actions together, and the filters and paths let you build logic without coding."
"So if #Make is building blocks, #Zapier is...?" Alex trailed off.
"Recipe cards," I said. "Follow the steps, get the result. #Zapier is excellent at making automation accessible to people who've never automated anything."
"#IFTTT is the simplest version of this," I continued. "If This Then That. One trigger, one action. Turn on my smart lights when I leave the office. Save my Instagram photos to Google Drive. Log my work hours to a spreadsheet. For personal automations and smart home connections, #IFTTT keeps it beautifully simple."
"I use that for my porch light," Maria smiled.
"#PowerAutomate is Microsoft's automation tool," I said. "If Alex's company runs on Microsoft 365, this is the native choice. It connects to #Outlook, #Teams, #SharePoint, #Excel, and every Microsoft app seamlessly. Desktop flows can automate things on your actual computer, like filling in forms or extracting data from PDFs. For enterprises in the Microsoft ecosystem, #PowerAutomate is the obvious pick."
Alex's eyes widened. "It can fill in forms automatically?"
"It can click buttons, type text, move files, and do basically anything a human does on a computer, but without the coffee breaks."
"My developer told me about #n8n," Maria said.
"#n8n is the open-source automation platform," I said. "Self-host it for free, full control over your data, and a visual builder that rivals #Make in power. The community shares workflows, the customization is unlimited if you know a bit of code, and there are no operation limits when you self-host. For technical teams that want maximum flexibility and data sovereignty, #n8n is a favourite."
"#Workato is the enterprise beast," I continued. "It handles automations at massive scale with security, governance, and compliance features that large companies require. The recipes are powerful, the community library is huge, and the platform can orchestrate complex workflows across hundreds of enterprise apps. For Alex's company as it grows, #Workato is what the big players use."
"#Tray.io is similar in the enterprise space," I said. "A visual workflow builder with the power to handle complex business logic. The Merlin AI assistant helps you build automations by describing what you want in plain language. For operations and revenue teams that need sophisticated automation without writing code, #Tray.io bridges that gap."
Maria found another one on her phone. "#PabblyConnect?"
"#PabblyConnect is the value champion," I said. "One-time payment or very affordable subscriptions, unlimited workflows, and unlimited operations. No per-task pricing that surprises you at the end of the month. For small businesses that need solid automation without worrying about usage limits, #PabblyConnect is remarkably generous."
"Unlimited operations," Alex repeated. "That's like an all-you-can-eat buffet."
"Exactly. And the quality is good too."
"#Integrately is designed to be the simplest automation tool," I continued. "One-click automations for popular use cases, ready to go without any configuration. For someone who just wants to connect two apps and doesn't want to think about triggers and filters, #Integrately removes the complexity."
"#Albato focuses on marketing automation specifically," I said. "Connecting your CRM, email platform, ad accounts, and analytics. For marketing teams that need their lead data flowing automatically between platforms, #Albato is focused and effective."
"#Relay.app adds a human-in-the-loop feature," I continued. "The automation runs, but at a specific step, it pauses and asks a human to approve before continuing. For workflows where you need oversight, like approving a refund or confirming a hire, #Relay.app gives you automation with a safety net."
"A safety net," Alex said. "I like that."
"#Pipedream is for developers who want to build automations with code," I said. "Run Node.js, Python, or Go in each step, connect to any API, and the free tier is generous. For technical teams that outgrow visual builders and need raw programming power, #Pipedream is the developer's playground."
"#LeadsBridge specializes in connecting ad platforms to CRMs," I continued. "Facebook Ads, Google Ads, LinkedIn Ads, all syncing leads directly to your CRM or email tool in real time. For businesses running paid advertising that need leads to arrive instantly, #LeadsBridge closes the gap between the ad click and the follow-up."
"And #Celigo is the integration platform for mid-market and enterprise companies," I finished. "Pre-built integrations for ERP, e-commerce, and CRM platforms. If your company uses NetSuite, Shopify, Salesforce, or similar systems, #Celigo gets them talking to each other with minimal custom development."
-Where Do We Start? This Feels Like a Lot."
Alex bought a round of cheese from the stall and handed Maria a piece. "I'm convinced. I waste hours every week on things that could be automatic. But I'm also overwhelmed."
Maria took the cheese. "Start small. That's what I did. One automation at a time."
"Maria's right," I said. "Here's what makes sense for you two."
Inside #ClickUp, they set up **#ClickUpAutomations** for the internal workflows: task assignments, status-change notifications, due-date reminders, template application when new projects start. No extra tools needed, all built in.
For connecting the outside world, Maria already had **#Make** running her shop-to-ClickUp automations, and it made sense for Alex to use the same platform. His first scenario: when a new client signs a contract in #QuickBooks, #Make creates a project in #ClickUp with the full onboarding checklist, assigns the account manager, and notifies the team. What used to take 45 minutes of Monday morning data entry now takes three seconds and zero humans.
They started with five automations each. Within a month, they had twenty. The system builds itself once you start seeing the patterns.
Between eliminating manual data entry, automatic notifications, and connected workflows across their tools, they estimated saving about 10 hours a week combined.
Ten hours. That's two full evenings back. That's Maria reading pregnancy books in the bath while Alex cooks something ambitious from that Italian cookbook he bought and never used. That's a Sunday with absolutely nothing planned, lying in the grass at the park, watching clouds, talking about whether the baby will have Maria's eyes or Alex's stubborn chin, and not once reaching for a phone because nothing at work needs them.
The automation tools? #ClickUpAutomations is included. #Make costs about the same as a bag of really good pasta per month. For a system that does ten hours of work while they live their lives, that's the best trade they've ever made.
Alex looked at the cheese in his hand. "Is this what the future tastes like?"
Maria bumped his shoulder. "The future tastes like Saturdays at the market with nothing on your to-do list."