Streamlining Document Creation with Pabbly Connect: Automate NDA Sending via Google Forms

Learn how to automate the creation and sending of NDAs using Pabbly Connect, Google Forms, and PDF Monkey. Streamline your HR processes with this step-by-step tutorial.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Document Automation

To streamline the process of creating and sending non-disclosure agreements (NDAs), we will use Pabbly Connect to automate this workflow. Start by accessing Pabbly Connect through your browser. If you don’t have an account, you can sign up for free, which only takes a couple of minutes.

Once logged in, navigate to the dashboard. Here, you will create a new workflow by clicking the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Automate NDA Sending via Google Forms’. Select the folder where you want to save this workflow for easy access later.

2. Configuring Google Forms as the Trigger in Pabbly Connect

In this step, we will set Google Forms as the trigger application within Pabbly Connect. This means that the workflow will initiate whenever a new form submission is received. Search for Google Forms in the trigger application section and select it.

• Choose the trigger event as ‘New Response Received’.
• Connect Google Forms with Pabbly Connect using the provided webhook URL.
• Copy the webhook URL and paste it into your Google Form settings.

After setting up the trigger, make sure to save your changes. This setup ensures that every new submission to your Google Form will trigger the workflow in Pabbly Connect.

3. Connecting Google Sheets to Capture Form Responses

Next, we will connect Google Sheets to capture the responses from the Google Form submissions. This is crucial, as Pabbly Connect will pull data from this spreadsheet to create the NDA documents.

In your Google Sheet, navigate to the Extensions menu, and look for the Pabbly Connect add-on. If you haven’t installed it yet, go to Add-ons > Get add-ons and search for ‘Pabbly Connect VAB Books’. Install it and refresh your spreadsheet.

• Open the Pabbly Connect add-on and choose ‘Initial Setup’.
• Paste the webhook URL you copied earlier.
• Set the trigger column to the last data entry column (e.g., Column N).

Once you complete the setup, your Google Sheets will be ready to send responses to Pabbly Connect whenever a new form submission occurs.

4. Creating NDA Documents Using PDF Monkey

After capturing the form responses, the next step is to generate the NDA document using PDF Monkey through Pabbly Connect. In your workflow, add an action step and select PDF Monkey as the application.

Choose the action event as ‘Generate Document’. You will need to connect your PDF Monkey account with Pabbly Connect by providing your API key. To find this key, log into your PDF Monkey account and navigate to API authentication in your profile settings.

Copy the API key and paste it into the connection settings in Pabbly Connect. Provide the template ID for the NDA document you created in PDF Monkey. Map the employee details from the Google Form responses to the NDA template.

Once configured, the NDA document will be generated automatically for each new employee based on the responses received.

5. Sending the NDA via Gmail

The final step in this automation process is to send the generated NDA document via Gmail using Pabbly Connect. Add another action step in your workflow and select Gmail as the application.

Choose the action event as ‘Send Email’. Connect your Gmail account with Pabbly Connect and fill in the necessary details such as recipient email, subject, and body content. You can map the recipient’s email from the Google Form responses to ensure the NDA reaches the correct employee.

Set the email subject, e.g., ‘Confidentiality Agreement for Your Review’. Write the email body, including instructions on how to review and sign the NDA. Attach the NDA document using the download URL provided by PDF Monkey.

Once everything is set up, every time a new form submission occurs, the NDA will automatically be sent to the employee’s email, streamlining your HR processes.

Conclusion

In this tutorial, we successfully demonstrated how to automate the creation and sending of NDAs using Pabbly Connect, Google Forms, and PDF Monkey. This integration not only saves time but also ensures that all necessary documents are handled efficiently and accurately, enhancing your HR processes.