Automate Certificate Creation from Google Sheets to Google Slides Using Pabbly Connect and WhatsApp

Learn how to automate personalized certificate creation from Google Sheets to Google Slides and send them via WhatsApp using Pabbly Connect in this detailed tutorial.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Sheets and Google Slides Integration

To automate the process of creating personalized certificates, you first need to set up Pabbly Connect. Start by logging into your Pabbly Connect account. If you don’t have an account, you can create one for free in just a few minutes.

Once logged in, navigate to the Pabbly Connect dashboard and click on ‘Create Workflow’. Choose a relevant name for your workflow, such as ‘Google Sheets to Google Slides’. This will help you identify the workflow later. Now, select Google Sheets as the trigger application.

2. Connecting Google Sheets to Pabbly Connect

After setting up the workflow, you need to connect your Google Sheets account. In the trigger setup, select the event as ‘New Spreadsheet Row’. This means that whenever a new row is added to your Google Sheets, it will trigger the workflow. using Pabbly Connect

• Authorize your Google account to allow Pabbly Connect access.
• Select the specific Google Sheet you want to use for the certificates.
• Map the fields in your Google Sheet that will be used in the certificates, such as student names and titles.

After completing these steps, test the trigger to ensure that Pabbly Connect can fetch data from your Google Sheets. This is crucial for the next steps in the workflow.

3. Creating Certificates in Google Slides Using Pabbly Connect

Now that you have connected Google Sheets, the next step is to set up Google Slides as the action application in Pabbly Connect. Choose the action event as ‘Create Presentation from Template’. This allows you to use a pre-designed certificate template.

In this step, you will need to:

• Select your Google Slides template that you want to use for the certificates.
• Map the fields from Google Sheets to the respective fields in the Google Slides template.
• Ensure that the mapped fields align correctly to display the student names and titles on the certificates.

Once the mapping is complete, test the action to create a sample certificate. This will confirm that Pabbly Connect is correctly generating certificates from your template.

4. Sending Certificates via WhatsApp Using Pabbly Connect

The final step is to send the generated certificates to students via WhatsApp. For this, you will add another action in the same workflow using Pabbly Connect. Choose WhatsApp as the action application and select the event ‘Send Message’.

In this step, you will:

Authorize your WhatsApp account in Pabbly Connect. Map the recipient’s phone number from Google Sheets to the WhatsApp message. Compose the message that will accompany the certificate, including the link to the generated certificate.

Test this action to ensure that the message is sent correctly to the intended recipient. This step is crucial for confirming that the entire workflow is functioning seamlessly.

5. Finalizing the Workflow in Pabbly Connect

After successfully testing all the actions, it’s time to finalize your workflow in Pabbly Connect. Ensure that all steps are correctly configured and functioning as intended. Click on the ‘Save’ button to keep your workflow active.

You can now automate the entire process of creating personalized certificates from Google Sheets to Google Slides and sending them via WhatsApp. This integration saves time and ensures that students receive their certificates promptly.

Conclusion

In this tutorial, we explored how to automate the creation of personalized certificates using Pabbly Connect, Google Sheets, Google Slides, and WhatsApp. This streamlined process enhances efficiency and ensures timely delivery of certificates to students.