Learn how to automate the creation of Google Slides from Google Sheets and send them via WhatsApp using Pabbly Connect. Step-by-step guide included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To automate the process of sending course completion certificates, we need to set up Pabbly Connect. First, visit the Pabbly Connect website and sign in or create a free account. Once logged in, you will have access to the dashboard where you can create workflows.

Click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this process, name it ‘Create Google Slides from Google Sheets and Send via WhatsApp’. After naming your workflow, select the appropriate folder for organization.

2. Connecting Google Sheets to Pabbly Connect

In this section, we will integrate Google Sheets with Pabbly Connect. Start by selecting Google Sheets as your trigger application. Choose the trigger event as ‘New or Updated Spreadsheet Row’. This means whenever a new row is added to your Google Sheets, it will trigger the workflow.

  • Select the Google Sheets account you want to connect.
  • Copy the provided Webhook URL from Pabbly Connect.
  • In Google Sheets, go to Extensions > Add-ons > Get Add-ons and search for ‘Pabbly Connect Webhooks’.

After installing the add-on, refresh your spreadsheet. Go to Extensions > Pabbly Connect Webhooks > Initial Setup. Paste the Webhook URL and set the trigger column to the last column of your data. Click ‘Send Test’ to verify the connection.

3. Creating Certificates in Google Slides Using Pabbly Connect

Next, we will create personalized certificates using Google Slides. Select Google Slides as your action application in Pabbly Connect. Choose the action event as ‘Create Presentation from Template’. This allows you to use a pre-designed template for the certificates.

For this step, ensure you have a Google Slides template ready. Map the fields such as the student’s name and course name from the previous Google Sheets response. This ensures that each certificate is personalized based on the data.

  • Select the template name for your certificate.
  • Map the title of the presentation to include the student’s name and course name.
  • Choose the location in Google Drive to save the presentation.

After setting up these details, click on ‘Save and Send Test Request’ to create the certificate. Verify that the certificate is generated correctly in your Google Drive.

4. Sending Certificates via WhatsApp Using Pabbly Connect

Now that the certificates are created, the next step is to send them via WhatsApp. For this, select WhatsApp as your action application in Pabbly Connect. Choose the action event as ‘Send Template Message’. This will allow you to send a personalized message along with the certificate link.

To set this up, you will need to connect to the WhatsApp API. Enter your API key from your WhatsApp service provider and create a new campaign for sending the messages. Map the student’s phone number and the PDF link of the certificate into the message template.

Input the mobile number along with the country code. Map the template parameters for the student’s name and course name. Send a test message to ensure everything is working correctly.

Once the setup is complete, click ‘Save and Send Test Request’. Check WhatsApp for the confirmation message sent to the student.

5. Finalizing the Automation with Pabbly Connect

To ensure that all students receive their certificates automatically, you must finalize the automation. Go back to Google Sheets and set the extension to send all data. This ensures that every student listed will receive their certificate.

Additionally, you can set up the workflow to send certificates automatically whenever a new row is added in Google Sheets. This way, every new student will receive their certificate without manual intervention.

To summarize, we integrated Google Sheets, Google Slides, and WhatsApp using Pabbly Connect to automate the process of sending personalized course completion certificates. This method saves time and ensures that every student receives their certificate promptly.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

Thanks for following along with this tutorial! Remember to subscribe to the channel for more helpful content like this.

If you found this guide useful, please consider giving it a thumbs up and sharing it with others who might benefit from it.

In conclusion, this tutorial demonstrates how to automate the creation and sending of Google Slides certificates via WhatsApp using Pabbly Connect. Following these steps will streamline your workflow and enhance efficiency in your communication with students.