How to Use Make.com Managed Services
Make.com offers a Managed Services program that lets certified experts design, build, and maintain your automations. This step-by-step guide explains how to request work, approve estimates, and track progress so you can get the most from the service.
What Are Make.com Managed Services?
Managed Services is a professional program where Make.com experts handle your automation projects from start to finish. Instead of building every scenario yourself, you submit a request and a professional team scopes, estimates, and delivers the work.
Typical services include:
- Designing and architecting new automations
- Optimizing and refactoring existing scenarios
- Connecting new apps and APIs to your workspace
- Maintaining and monitoring key workflows
The service is delivered remotely and coordinated through your existing account, so your data and scenarios remain in your Make.com environment.
Prerequisites for Using Make.com Managed Services
Before you can use Managed Services, your organization must meet a few basic conditions.
Account and Plan Requirements
- You must have an active Make.com account.
- Your organization should have an appropriate plan that supports your expected automation volume.
- You need permission to invite external experts (if required by your internal policies).
Information You Should Prepare
When you are ready to begin, prepare the following details:
- A clear description of the business process you want to automate
- Any apps, services, or APIs that must be connected
- Existing Make.com scenarios that might be affected
- Internal stakeholders and decision makers for approvals
How to Request Make.com Managed Services
The workflow for requesting Managed Services is structured to keep each step transparent and easy to follow.
Step 1: Submit Your Service Request
Start by submitting a request to the Managed Services team. Use the official instructions and contact points provided by Make.com here: Make Managed Services documentation.
In your request, include:
- Project goals and expected outcomes
- Scope of work (new build, optimization, maintenance, or troubleshooting)
- Critical deadlines or launch dates
- Any security or compliance constraints
Step 2: Provide Access to Your Make.com Environment
To let experts work efficiently, you need to provide appropriate access:
- Create or confirm a user account for the Managed Services team.
- Grant the minimum required role and permissions in Make.com.
- Share any necessary API keys using secure methods defined by your policies.
Always follow your company’s security rules. Limit access to only the workspaces and data that are needed for the project.
Step 3: Align on Scope and Priorities
Once the team reviews your request, they may schedule a scoping discussion. During this step you will:
- Clarify business rules and edge cases
- Confirm which systems are in scope
- Prioritize features into must-have and nice-to-have groups
- Agree on success metrics for the Make.com automation
This alignment step ensures that the upcoming estimate matches your expectations.
How Estimates Work in Make.com Managed Services
After scoping, the Managed Services team prepares an estimate that outlines the proposed work.
Step 4: Review the Time and Cost Estimate
The estimate typically contains:
- A summary of objectives and assumptions
- Breakdown of tasks and deliverables
- Estimated effort in hours or story points
- Target timelines and milestones
Carefully review this document to confirm that all critical elements for your Make.com scenarios are included.
Step 5: Approve or Request Changes
You can either approve the estimate or request modifications. When you request changes, be specific:
- Identify features to add, remove, or postpone
- Clarify any ambiguous rules or integrations
- Adjust deadlines if they are not realistic
Once you approve the estimate, the project is scheduled and delivery work begins.
How Make.com Experts Deliver Your Project
After approval, Make.com experts start building or optimizing your automations according to the agreed plan.
Step 6: Implementation in Your Workspace
The team typically works directly in your Make.com workspace to ensure full transparency. Implementation can include:
- Creating new scenarios and modules
- Configuring connections to third-party tools
- Setting up error handling and logging
- Optimizing scenario scheduling and performance
You may be asked to validate partial results or provide sample data to test the flows.
Step 7: Testing and Validation
Before go-live, the Managed Services team tests the automations. Your role is to:
- Review test results and sample runs
- Confirm that business rules are correctly implemented
- Check that data is routed to the right systems
- Verify that notifications and alerts behave as expected
When everything looks good, you approve the solution for production use.
Ongoing Support in Make.com Managed Services
For larger initiatives, Managed Services can also include ongoing support and enhancements.
Step 8: Production Monitoring and Maintenance
Depending on your agreement, the team may help with:
- Monitoring scenario runs and error rates
- Adjusting schedules for peak loads
- Updating scenarios when APIs or apps change
- Improving performance and reliability over time
Keep sharing feedback so the Make.com experts can refine your workflows as your business evolves.
Step 9: Requesting Iterations and New Projects
When you want to add features or start a new automation, you can repeat the same process:
- Submit a new request to Managed Services.
- Align on scope and success criteria.
- Review and approve the estimate.
- Support testing and go-live.
This iterative model helps you continuously expand your automation coverage on Make.com.
Best Practices for Working with Make.com Managed Services
To get the best results, follow a few collaboration best practices.
Share Clear Documentation
Provide written documentation for your processes, including:
- Business rules and exceptions
- Sample data and test cases
- Existing Make.com scenarios and their purpose
- Security requirements and approval workflows
Assign a Single Point of Contact
Designate one person to coordinate with the Managed Services team. This helps:
- Centralize decisions and feedback
- Reduce conflicting instructions
- Keep approvals and deadlines on track
Plan for Knowledge Transfer
At the end of each engagement, ask for:
- A walkthrough of your new Make.com scenarios
- Configuration notes and comments
- Guidelines for making safe changes
- Known limitations and future improvement ideas
This ensures your internal team can support and evolve the solution after delivery.
Where to Learn More
You can find the official, most up-to-date details about Managed Services directly from Make.com here: Managed Services help article.
If you need broader automation strategy, system design, or integration consulting beyond Managed Services, consider working with a specialized automation consultancy such as Consultevo.
By following the steps in this guide and collaborating closely with the Managed Services team, you can leverage Make.com to build reliable, scalable automations while relying on experienced professionals to handle the technical details.
Need Help With Make.com?
If you want expert help building, automating, or scaling your Make scenarios, work with ConsultEvo — certified workflow and automation specialists.