Automate Google Docs with Microsoft Excel Using Pabbly Connect

Learn how to automate the creation of Google Docs from Microsoft Excel using Pabbly Connect. Step-by-step guide to streamline your document generation process. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating Google Docs with Microsoft Excel, first access Pabbly Connect. Visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free, which includes 100 tasks each month.

Once signed in, the Pabbly Connect dashboard will appear. From here, you can create a new workflow to automate the process of generating documents. Click on the ‘Create Workflow’ button to begin your automation.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow named ‘Autofill Google Docs Template from Microsoft Excel’ using Pabbly Connect. After clicking on ‘Create Workflow’, a dialog box will prompt you to name your workflow and choose a folder to save it in. Select the desired folder, such as ‘Microsoft Excel Automations’.

• Name your workflow appropriately.
• Choose the folder for organization.

After naming and selecting the folder, click on ‘Create’. You will then see two sections labeled ‘Trigger’ and ‘Action’. The trigger is what initiates the workflow, while the action is what happens as a result. In this case, the trigger will be a new entry in Microsoft Excel.

3. Setting Up the Trigger with Microsoft Excel

To set up the trigger, select Microsoft Excel as the trigger application in Pabbly Connect. The event will be set to ‘New Row in Worksheet’. This means that every time a new participant’s details are added to your Excel sheet, the automation will trigger.

Click on the ‘Connect’ button to link Microsoft Excel with Pabbly Connect. You will need to authorize the connection by clicking on ‘Add New Connection’ and following the prompts to grant access. Once authorized, select the workbook and worksheet where your participant data is stored.

• Select the workbook named ‘Participants Details’.
• Choose the worksheet titled ‘Sheet1’.

After selecting the workbook and worksheet, click on ‘Save and Send Test Request’ to capture the participant details. This confirms that your Microsoft Excel is successfully connected to Pabbly Connect.

4. Setting Up the Action Step with Google Docs

Now, you will configure the action step to create a document in Google Docs using Pabbly Connect. Select Google Docs as the action application and choose the action event ‘Create Document from Template’. This allows you to use a predefined Google Docs template for generating letters of participation.

Next, click on the ‘Connect’ button to link Google Docs with Pabbly Connect. Authorize the connection by clicking on ‘Sign in with Google’ and granting the necessary permissions. After authorization, select the template document you created earlier for the letters of participation.

Choose the ‘Letter of Participation Template’ as your document template. Map the participant’s details to the template variables.

Fill in the required fields such as the document name, event date, competition name, and participant contributions. After completing the mapping, click ‘Save and Send Test Request’ to create the document. This will generate a personalized letter for each participant based on the data entered in Microsoft Excel.

5. Conclusion: Automating Document Creation with Pabbly Connect

By following these steps, you can effectively automate the creation of Google Docs from Microsoft Excel using Pabbly Connect. This integration not only saves time but also ensures accuracy in the documents generated for each participant.

With the automation in place, every new entry in your Microsoft Excel sheet will trigger the creation of a personalized letter in Google Docs, streamlining your workflow as an event organizer. Embrace the power of automation with Pabbly Connect to enhance your productivity.