How to send a Message in Assembly (formerly Copilot) each Month to Company Message Channels
Véronique Cadet
35 steps
2 minutes
Make
As of September 30, 2025, we’ve rebranded to Assembly. The steps below remain the same. When searching in Make, look for Assembly (formerly Copilot) and this logo.
1
Create a new scenario in Make
2
Search for and then Click "Copilot"
3
Search for and then click "List Companies"
4
Click the dropdown to select your account or click on "Add" to add your Copilot account using an API key
5
Remove 10 - There does not need to be a limit
6
Click "OK"
7
Add a new module and select “Copilot”
8
Click "List Message Channels"
9
Click here
10
Click "Company"
11
Click here
12
Click "ID"
13
Remove 10 - there does not need to be a limit
14
Click "OK"
15
Add a new module and select “Copilot”
16
Search for and click "Send a Message"
17
Click here
18
In this field you will write the message you want to send
19
You can use autofill fields from the first module like "Company Name"
20
Click here
21
Click "ID"
22
Click "Sender ID"
23
Click "OK"
24
Click the wrench symbol to add a filter step and then click here
25
For the condition select "Membership Type"
26
Click here
27
Type "company"
28
Click "OK"
29
Click the schedule setting
30
Click "Days of the month"
31
Click the day of the month you want to send the message
32
Click the "Time" field
33
Select the time you want the message to be sent out
34
Click "OK"
35
To save press **[[control]]** + **[[s]]** for PC or **[[cmd]]** + **[[s]]** for Mac
How to send a Message in Assembly (formerly Copilot) each Month to Company Message Channels
Véronique Cadet
35 steps
2 minutes
Make
As of September 30, 2025, we’ve rebranded to Assembly. The steps below remain the same. When searching in Make, look for Assembly (formerly Copilot) and this logo.
1
Create a new scenario in Make
2
Search for and then Click "Copilot"
3
Search for and then click "List Companies"
4
Click the dropdown to select your account or click on "Add" to add your Copilot account using an API key
5
Remove 10 - There does not need to be a limit
6
Click "OK"
7
Add a new module and select “Copilot”
8
Click "List Message Channels"
9
Click here
10
Click "Company"
11
Click here
12
Click "ID"
13
Remove 10 - there does not need to be a limit
14
Click "OK"
15
Add a new module and select “Copilot”
16
Search for and click "Send a Message"
17
Click here
18
In this field you will write the message you want to send
19
You can use autofill fields from the first module like "Company Name"
20
Click here
21
Click "ID"
22
Click "Sender ID"
23
Click "OK"
24
Click the wrench symbol to add a filter step and then click here
25
For the condition select "Membership Type"
26
Click here
27
Type "company"
28
Click "OK"
29
Click the schedule setting
30
Click "Days of the month"
31
Click the day of the month you want to send the message
32
Click the "Time" field
33
Select the time you want the message to be sent out
34
Click "OK"
35
To save press **[[control]]** + **[[s]]** for PC or **[[cmd]]** + **[[s]]** for Mac
