Build a Conditional AI Workflow in Make

Route, iterate, and handle errors in Make while using AI for classification or generation.

Scenario

New form submission → AI classifies intent → different actions per category. E.g., "sales" → CRM, "support" → ticket system, "other" → review queue.

Step 1: Trigger

Add a trigger (Google Forms, Typeform, Webhook). Map the form fields to the next module.

Step 2: OpenAI or Claude module

Add an AI module. Prompt: "Classify this submission into one of: sales, support, partnership, other. Return only the category word." Input: {{form_response}} or the relevant field.

Step 3: Router

Add a Router. Create a route per category. Filter: {{AI_output}} equals "sales", "support", etc. Each route continues to a different branch.

Step 4: Actions per route

  • Sales route: Add to HubSpot/CRM, send internal Slack.
  • Support route: Create Zendesk/Freshdesk ticket, notify support team.
  • Other: Add to Google Sheet for manual review.

Step 5: Error handling

Add an Error Handler to the AI module. If it fails (timeout, rate limit), route to a fallback: e.g., add to "needs review" sheet and send alert.

Step 6: Test

Run with sample data. Check each route. Verify error handling by simulating a failure (wrong API key, invalid input).

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