Is Make.com in Trouble?

Key Takeaways

• Prompt-to-workflow AI already in production across vendors
• Gumloop raised $50M, serving Shopify, Ramp, Instacart
• Incumbents like Make add conversational builders since 2025
• Perplexity Computer runs 19 models, 400+ apps, $200M ARR
• Visual canvas risk becoming secondary UI layer

Summary

No-code automation platforms built on visual canvases face a rapid shift as agentic AI enables full workflow creation from a single prompt. Companies like Gumloop have already commercialized prompt‑to‑workflow generators, raising $50 million and serving major enterprises such as Shopify and Instacart. Major incumbents—including Make, Tray.ai, and GoHighLevel—have added conversational builders since late 2025, while Perplexity Computer demonstrates large‑scale orchestration with 19 AI models and $200 million ARR. The visual builder is increasingly becoming a secondary output rather than a core moat.

Pulse Analysis

The rise of agentic AI is redefining the no‑code automation landscape that long relied on drag‑and‑drop canvases. Platforms such as Make and Zapier built their moat around visual workflow design, but the emergence of prompt‑to‑workflow technology compresses the creation cycle to a single natural‑language instruction. This shift mirrors how Google Stitch is poised to transform design tools like Figma, turning the visual interface into a downstream output rather than the primary interaction point. For businesses, the speed and flexibility of conversational builders present a compelling alternative to legacy UI constraints.

Proof of concept has moved into production at scale. Gumloop, a YC‑backed startup, secured a $50 million Series B and now powers daily automations for Shopify, Ramp, Instacart, and Opendoor through its Gummie agent, which translates plain‑language requests into editable visual workflows. Simultaneously, incumbents such as Make, Tray.ai, and GoHighLevel have rolled out their own AI‑driven builders, acknowledging that the visual canvas is becoming an output layer. On the broader AI frontier, Perplexity Computer orchestrates 19 models across 400+ integrations, reporting an estimated $200 million annual recurring revenue, confirming the economic viability of large‑scale, prompt‑generated automation.

For enterprise buyers, the strategic implication is clear: reliance on static visual editors may erode competitive advantage as AI accelerates workflow deployment. Organizations should evaluate the total cost of ownership, data governance, and integration depth of AI‑centric platforms versus traditional tools. Early adopters that embed conversational automation into their processes can achieve faster time‑to‑value, reduce developer bottlenecks, and better align with shifting IT budgets that now favor infrastructure and AI capabilities over legacy software licenses. Monitoring vendor roadmaps and pilot‑testing prompt‑to‑workflow solutions will be essential to stay ahead of the automation curve.