Automate Production Reports with Pabbly Connect: A Step-by-Step Guide

Learn how to automate production reports using Pabbly Connect with Google Chat and Google Forms. Follow our detailed tutorial for seamless integration. 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 Automation

To automate production reports, start by accessing Pabbly Connect. Open your browser and type in Pabbly.com/connect to reach the landing page. Here, you will find options to sign in or sign up for free, which allows you to create a new workflow for automation.

Once signed in, navigate to the Pabbly Connect dashboard by selecting it from the applications page. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard to begin setting up your automation.

2. Creating a Workflow in Pabbly Connect

Creating a workflow is essential to automate production reports using Pabbly Connect. After clicking the ‘Create Workflow’ button, a dialog box will appear. Name your workflow, for example, ‘Automate Production Reports with Pabbly Connect,’ and select a folder to save it in.

• Name the workflow clearly for easy identification.
• Choose a relevant folder to keep your workflows organized.

After naming, click on ‘Create’ to proceed to the important window where you can set up the trigger and action for your automation process.

3. Setting Up Trigger and Action in Pabbly Connect

In Pabbly Connect, the trigger and action are crucial for automation. For this setup, select Google Forms as your trigger application and choose the event ‘New Response Received’. This will activate the workflow whenever a new form submission occurs.

Next, set Google Chat as your action application. The action event will be ‘Create a New Message’. This configuration ensures that every time an employee submits a work report, an automatic update is sent to your HR team on Google Chat.

4. Configuring Google Forms and Sheets

To integrate Google Forms with Pabbly Connect, you need to link the Google Form responses to Google Sheets. In your Google Form, navigate to the ‘Responses’ tab and click on ‘Link to Sheets’. Name the spreadsheet, for example, ‘HR Update Employee Daily Work Report’ and click ‘Create’.

After creating the spreadsheet, go to the extensions menu and ensure the Pabbly Connect Webhooks extension is installed. If not, search for it in the add-ons section and install it. Once installed, go to the Pabbly Connect Webhooks extension and select ‘Initial Setup’ to configure the webhook URL from Pabbly Connect.

• Copy the webhook URL from Pabbly Connect.
• Paste it into the Google Sheets setup.
• Specify the trigger column as the final data column (e.g., column G).

After completing these steps, click ‘Submit’ to finish the configuration. This setup ensures that whenever a new form response is received, the details will be sent to Pabbly Connect.

5. Sending Updates to Google Chat

Once the trigger is set up and linked to Google Sheets, it’s time to send updates to Google Chat using Pabbly Connect. In the Google Chat application, create a webhook URL for the HR team space. This involves navigating to ‘Apps and Integrations’ and selecting ‘Webhooks’ to add a new webhook.

After creating the webhook, copy the URL and return to your Pabbly Connect action setup. Paste the Google Chat webhook URL in the appropriate field. Then, frame the message you want to send to your HR team, including dynamic fields like employee name, ID, and task summary. This mapping ensures that the message reflects the latest submission details.

Map the employee name, ID, and task summary in the message. Click ‘Save and Send Test Request’ to verify the integration.

Upon successful testing, your HR team will receive updates on Google Chat every time a new form submission occurs, fully automating the production reporting process through Pabbly Connect.

Conclusion

By following this tutorial, you have learned how to effectively automate production reports using Pabbly Connect, Google Chat, and Google Forms. This integration streamlines communication and ensures timely updates for your HR team, enhancing productivity.