Send Salary Slip Every Month in PDF – Google Sheets WhatsApp Integration

Learn how to automate sending salary slips every month using Google Sheets and WhatsApp through Pabbly Connect in this comprehensive tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start sending salary slips every month, you need to access Pabbly Connect. First, navigate to the Pabbly Connect website and sign in to your account. If you don’t have an account, you can create one easily.

After logging in, you will be directed to the dashboard. From here, you can create a new workflow to automate the process of sending salary slips. This will involve connecting Google Sheets and WhatsApp through Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

Once you are in Pabbly Connect, click on the ‘Create Workflow’ button to start setting up your automation. Name your workflow appropriately, such as ‘Send Salary Slips via WhatsApp’. This will help you identify the workflow later.

• Select Google Sheets as the trigger application.
• Choose the trigger event, for instance, ‘New Spreadsheet Row’.
• Connect your Google account and select the specific spreadsheet you want to use.

After setting up the trigger, you will need to test the connection to ensure it works correctly. This step is crucial as it allows Pabbly Connect to fetch data from your Google Sheets accurately.

3. Setting Up WhatsApp Integration

Next, you will configure WhatsApp as the action application in your Pabbly Connect workflow. Click on ‘Add Action Step’ and select WhatsApp. This allows you to send messages directly through WhatsApp.

• Choose the action event, such as ‘Send Message’.
• Connect your WhatsApp account to Pabbly Connect.
• Customize your message template, including the salary slip details.

Make sure to include dynamic fields from your Google Sheets data in the message. This ensures that each employee receives their specific salary slip information via WhatsApp.

4. Testing and Activating the Workflow

After setting up both Google Sheets and WhatsApp integrations in Pabbly Connect, it’s time to test your workflow. Click on the ‘Test’ button to ensure that the data flows correctly from Google Sheets to WhatsApp.

Once the test is successful, you can activate your workflow. This will automate the process of sending salary slips every month without any manual intervention. Each month, as new rows are added to your Google Sheets, the corresponding salary slips will be sent automatically through WhatsApp.

5. Monitoring and Managing Your Workflow

Finally, it’s essential to monitor your workflow in Pabbly Connect. You can check the task history to see if the messages are being sent correctly. If there are any errors, Pabbly Connect provides detailed logs to help you troubleshoot.

Additionally, you can modify your workflow anytime to adjust the message format or add new features. This flexibility makes Pabbly Connect a powerful tool for automating your salary slip distribution.

Conclusion

In summary, using Pabbly Connect to automate sending salary slips every month via WhatsApp and Google Sheets streamlines the process efficiently. This integration reduces manual work and ensures timely communication with employees.