An enquiry comes in.
Your agreed website form collects the details needed to understand the request.
One clear starting point
BUSINESS AUTOMATION / ENQUIRY CAPTURE & ACKNOWLEDGEMENT
Enquiry capture & replies
Enquiries are getting lost.
Give each website enquiry a place to go. Record the details, send an acknowledgement you have approved and notify the person who will respond.
WORKING DEMOSample data only
Try the workflow.
Change the input. Run the example. See what happens.
01 / YOUR SAMPLE INPUT
Run the example twice to test duplicate handling, or choose another status to see when it stops.
Your result appears here when you run the example.
This demo runs locally in your browser. Nothing is sent or saved to a business account. A commissioned workflow connects your agreed applications after testing and approval.
CDM SETUP FEE
Setup: individually quoted
Configuration, agreed testing, instructions and handover. You approve the scope and fee before work starts.
YOUR CHOICE
Support: optional, quoted separately
Choose an agreed maintenance allowance or manage the workflow using your handover notes.
PAID TO YOUR SUPPLIERS
Software and usage: separate
Subscriptions and usage charges belong to your own accounts. These are not CDM’s setup or support fee.
See the running-cost allowance ↓THE WORKFLOW, STEP BY STEP
Every enquiry gets a clear next step.
An illustrative route from a valid form submission to a person taking responsibility.
Follow the steps, at your pace.
Illustrations explain the process. They are not a live activity feed.Check it and record it once.
The workflow checks required information and duplicate references before adding the enquiry to your tracker.
A traceable enquiry record- Human decision
Acknowledge, then hand to a person.
Your approved acknowledgement confirms receipt. The owner is notified to review the request and prepare the answer; uncertain delivery is flagged.
The customer knows it arrived; you decide the response
Where you stay in control
You approve the wording and recipients before launch. A person qualifies the enquiry, answers questions and keeps its status up to date. An acknowledgement is not a quote or a promise of availability.
Stop rules: A repeated submission with the same reference does not create another enquiry or acknowledgement. Failed or uncertain delivery goes to review before retrying.
Trigger and actions — the detailed workflow
A valid submission arrives through an agreed website form.
- Check required fields and record the enquiry with a unique reference.
- Send your approved acknowledgement and notify the named owner.
- Show failed deliveries so someone can follow up manually.
What you provide and which applications can connect
- Form fields, privacy wording and an agreed place to store enquiries
- Access to the form, business email account and record system
- A named enquiry owner, notification preferences and approved wording
Your website form with Microsoft Lists or Google Sheets, and Outlook or Gmail. Make can connect compatible applications.
Connections depend on subscription, permission and compatibility checks. Use named access in your own accounts; do not send passwords in an enquiry.
Setup deliverables, testing and handover
- Map one enquiry source and its required fields
- Set up recording, acknowledgement and owner notification
- Test duplicates, incomplete submissions and delivery failures
- Document failure handling, controlled retries and a manual fallback
- Provide the workflow map, configuration notes and a handover walkthrough
Extra sources, additional connections, historical data cleanup and later changes may need a separate quote. Your proposal confirms the included scope before work starts.
SETUP, RUNNING COSTS & OWNERSHIP
Know the cost. Keep control.
Start with the applications you already use. Review the setup cost, running costs and handover together before you decide to go ahead.
A quote built around your working day
Show me the task you want to improve. I’ll map the steps and quote for connecting your applications, checking the workflow and showing you how to use it. You can review the cost before committing.
A form subscription, business mailbox or paid form connector may be needed. Volume affects the automation allowance.
Ownership and handover
Your written quote confirms what is included, responsibilities, exclusions and any applicable VAT. Your accounts belong to you, with subscriptions normally paid directly to suppliers.
You receive a workflow map, configuration notes, template copies and a walkthrough. Access is granted through your accounts, with the permissions needed for the job. We agree how CDM access is removed or retained at handover.
Running costs are separate
- Automation platform subscription and usage allowance
- Additional email accounts or software upgrades
- Paid CRM/API access, forms, electronic signatures, SMS, storage or document processing where required
- Optional CDM maintenance with agreed limits and response arrangements
- Future changes, extra workflows or increased usage
For planning, allow approximately £10–£30/month for a small Make-based workflow, excluding existing application subscriptions and CDM maintenance. This is an indicative allowance, not a supplier quote or a guaranteed ceiling. Check current Make plans, usage, currency, billing term and taxes before purchase.
Care after handover
Your team owns day-to-day status updates and reviews failed runs. Optional maintenance can cover agreed monitoring, connection checks and small changes; scope and limits are written into the proposal. Without maintenance, the handover explains how to pause, retry and recover manually. These five starting workflows do not require runtime AI. Any later AI processing needs a separate explanation of purpose, review and charges.
Explore the other workflows.
A useful website. A connected process.
Your website, forms and internal workflow need to work together.