Automating Grievance Reporting with Pabbly Connect: Google Forms and Google Chat Integration

Learn how to automate grievance reporting using Pabbly Connect with Google Forms and Google Chat in this detailed step-by-step tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Grievance Reporting

To automate grievance reporting, the first step is to access Pabbly Connect. This platform allows you to connect various applications seamlessly. Start by opening your browser and searching for Pabbly Connect to reach its landing page.

Once on the landing page, you will see options for signing in or signing up. If you do not have an account, click on the ‘Sign Up for Free’ button. This process takes only a couple of minutes and grants you 100 tasks free every month. If you already have an account, simply sign in to proceed.

2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the dashboard of Pabbly Connect. Here, click on the ‘Create Workflow’ button to start building your grievance reporting automation. You will need to name your workflow, for instance, ‘Automate Grievance Reporting Using Google Forms and Google Chat Integration.’ Select the appropriate folder to save your workflow.

• Click on the ‘Create’ button to proceed.
• You will see two main boxes: Trigger and Action.
• Set up the Trigger first, which will initiate the workflow.

Now, search for the trigger application, which is Google Forms. Select it and choose the trigger event, which will be ‘New Response Received’. This sets up the initial condition for your automation.

3. Connecting Google Forms to Pabbly Connect

To connect Google Forms to Pabbly Connect, you will need to use the webhook URL generated by Pabbly. Copy this webhook URL and go to your Google Form. Here, you will need to connect your form responses to a Google Sheet, where all submissions will be recorded.

Once in the Google Sheet, navigate to the ‘Extensions’ menu, and select the Pabbly Connect add-on. If you don’t have the add-on installed, go to ‘Add-ons’ and click on ‘Get Add-ons’ to find and install it. After installation, refresh the spreadsheet and go back to the Pabbly Connect extension.

• Select ‘Initial Setup’ from the Pabbly extension.
• Paste the copied webhook URL into the designated field.
• Specify the trigger column, which should be the final data column, for example, ‘Edge’.

After setting this up, click on ‘Submit’ to confirm your configuration. This will allow the Google Sheet to send data to Pabbly Connect whenever a new form submission is recorded.

4. Setting Up Google Chat Integration with Pabbly Connect

Now that your Google Forms are connected to Pabbly Connect, the next step is to set up the action to send messages to Google Chat. In Pabbly Connect, search for Google Chat as your action application and select it. The action event you will choose is ‘Create Message’.

To configure this, you need to connect Google Chat to Pabbly Connect by providing the chat webhook URL where messages will be sent. Open your Google Chat space, go to ‘Apps and Integrations,’ and add a new webhook. Name it, for example, ‘Grievance Report,’ and save it to obtain the webhook URL.

Copy the webhook URL and paste it back into Pabbly Connect. Compose the message you want to send, including details like employee name, department, and issue description. Use mapping to dynamically insert form response data into your message.

After mapping all necessary details, click on ‘Save and Send Test Request’ to ensure everything is functioning correctly. This will send a test message to your Google Chat space.

5. Testing the Integration for Grievance Reporting

To test your integration, go back to your Google Form and submit a new grievance report. Fill out the form with the required details and click ‘Submit.’ This action will trigger the workflow you set up in Pabbly Connect.

After submission, check your Google Sheet to confirm that the new row with the form details has been added. Then, check your Google Chat space to see if the message containing the grievance report details has been successfully sent.

Ensure that all details, such as employee name, department, and issue description, are correctly displayed in the Google Chat message. Repeat the test with different submissions to confirm consistent performance. Adjust any settings in Pabbly Connect if the data does not appear as expected.

With successful testing, you have now automated grievance reporting using Google Forms and Google Chat through Pabbly Connect. This setup ensures timely responses to employee grievances and improves overall communication within your organization.

Conclusion

In this tutorial, we explored how to automate grievance reporting using Pabbly Connect, Google Forms, and Google Chat. By following the steps outlined, you can efficiently manage grievances and enhance communication in your organization.