Make.com links apps so work can move between them. A set of linked steps is called a scenario.
For a real estate team, one task might start with a row in a sheet. The next step could make a draft deal file. A person then checks it.
Check the data first
Use a clear property name and record ID. Check that key fields are filled in. Use the right version of each form.
Save each file where the team can find it. Keep a clear name and date.
Check before follow-up
Read the latest reply before the next message. Check the lead record too. Stop if the lead has replied or asked you to stop.
The Chec project links property rows, draft files, email, and lead records. People still check key actions.
Test these cases
- A row has a blank field.
- The same row runs twice.
- The form has changed.
- A lead replies during a run.
- One app is offline.
The tool should show what failed. The team should know what to do next.
Keep clear states
Show if work is a draft, checked, sent, paused, or failed. Do not call a task done just because one step ran.
Check the saved file and the final record. Keep a person in charge of deal forms and sends.