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Assembly
Make AI Toolkit

Connect Assembly and Make AI Toolkit

Explore ready-made Assembly and Make AI Toolkit templates and start automating in minutes.

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Create a custom workflow

Integrate Assembly with Make AI Toolkit and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Assembly
Trigger: Watch Activated Clients
Make AI Toolkit
Action: Select an action
1. Select a trigger

  • Triggers when a client is activated in Copilot.

  • Triggers when a task is archived.

  • Triggers when a subscription is canceled.

  • Triggers when a form response is completed.

  • Triggers when a task is completed.

  • Triggers when a client is created in Copilot.

  • Triggers when a company is created.

  • Triggers when a file is created.

  • Triggers when a folder is created in the Files app.

  • Triggers when an internal user is created.

  • Triggers when an invoice is created.

  • Triggers when a link is created in the Files app.

  • Triggers when a message channel is created.

  • Triggers when a note is created.

  • Triggers when a notification has been sent to a client or internal user

  • Triggers when a price is created.

  • Triggers when a product is created.

  • Triggers when a subscription is created.

  • Triggers when a task is created.

  • Triggers when a client is deleted.

  • Triggers when a company is deleted.

  • Triggers when a file is deleted.

  • Triggers when a folder is deleted.

  • Triggers when an internal user is deleted.

  • Triggers when an invoice is deleted.

  • Triggers when a link is deleted from a file channel.

  • Triggers when a message channel is deleted.

  • Triggers when a note is deleted.

  • Triggers when a task is deleted.

  • Triggers when a payment fails.

  • Triggers when an invoice is paid.

  • Triggers when an internal user requests a contract signature from a client.

  • Triggers when an invoice is sent.

  • Triggers when a message is sent.

  • Triggers when a contract is signed.

  • Triggers when a payment is successful.

  • Triggers when a client custom field is updated.

  • Triggers when a client is updated.

  • Triggers when a company is updated.

  • Triggers when a company custom field is updated.

  • Triggers when a file has been renamed or moved within a file channel.

  • Triggers when a folder is renamed or moved.

  • Triggers when an invoice is updated.

  • Triggers when a link has been renamed or moved within a file channel.

  • Triggers when a note is updated.

  • Triggers when a product name or status is updated. Prices added to products will not trigger this module, for this use the Price Created trigger.

  • Triggers when a task is updated.

  • Triggers when an invoice is voided.

2. Select an action

  • Evaluates the tone of a text and determines if it’s `positive`, `neutral`, or `negative`. This is known as the sentiment.

  • Analyzes text and assigns it to categories from a list you define.

  • Splits text into smaller, more manageable pieces. These are known as chunks.

  • Retrieves information that you specify from a text.

  • Detects the language that text is written in.

  • Sends a request for AI to answer. The response will always be in the text format.

  • Adjusts the style and format of text to ensure it’s consistent.

  • Condenses longer text into a shorter summary.

  • Translates text from one language into another.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Assembly and Make AI Toolkit.

Analyze sentiment
Evaluates the tone of a text and determines if it’s `positive`, `neutral`, or `negative`. This is known as the sentiment.
Action
Cancel a Subscription
Cancels a specific subscription. Status must be 'active' or 'not started'.
Action
Categorize text
Analyzes text and assigns it to categories from a list you define.
Action
Chunk text
Splits text into smaller, more manageable pieces. These are known as chunks.
Action
Create a Client
Creates a client in Copilot.
Action
Create a Company
Creates a new company.
Action
Create a File
Creates a file in a specified file channel.
Action
Create a File Channel
Creates a File Channel for a specified client or company.
Action
Create a Folder
Creates a folder in the specified file channel.
Action
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Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.