How to Post Birthday Wishes on Google Chat from Google Sheets Using Pabbly Connect

Learn how to automate posting birthday wishes on Google Chat from Google Sheets using Pabbly Connect. Step-by-step guide with detailed instructions. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate posting birthday wishes on Google Chat from Google Sheets, start by accessing Pabbly Connect. This powerful integration platform allows seamless connections between various applications without any coding skills.

Visit the homepage of Pabbly Connect by typing the URL Pabbly.com/connect in your browser. Here, you can either sign in if you are an existing user or click on the ‘Sign up for free’ button to create a new account. Upon signing up, you will receive 100 free tasks each month to explore its features.

2. Creating a Workflow in Pabbly Connect

After signing in, navigate to the dashboard and click on the ‘Create Workflow’ option. Here, you will need to name your workflow, such as ‘Post Birthday Wishes on Google Chat from Google Sheets’. Select a folder to save your workflow, for instance, ‘Automations for HRM’. using Pabbly Connect

• Click on ‘Create’ to initiate your workflow.
• You will see two windows: one for the trigger and one for the action.

This setup allows you to define when the automation should run (the trigger) and what should happen (the action). In this case, the trigger will be set to schedule the workflow daily at a specific time.

3. Setting Up the Trigger in Pabbly Connect

To run the workflow daily, select the ‘Schedule’ option as your trigger application. This feature in Pabbly Connect allows you to set the frequency of the workflow. Choose ‘Everyday’ as the interval and set the time to 9:00 AM.

After saving the schedule, the next step is to fetch the current date. For this, select the ‘Date Time Formatter’ as your action application and choose the action event as ‘Current Date’. Connect it and select the desired format, such as date-month-year.

• Click on ‘Save and Send Test Request’ to verify that you receive the current date.
• This date will be used to match with employee birthdays listed in Google Sheets.

Once the current date is fetched successfully, you can proceed to the next steps of the automation.

4. Matching Birthdays from Google Sheets

After obtaining the current date, the next task is to match it with the birthdays stored in your Google Sheets. To do this, add an action step and select ‘Google Sheets’ as your action application. Choose the action event ‘Lookup Spreadsheet Row’. using Pabbly Connect

Connect your Google Sheets account and select the spreadsheet containing employee details. Set the lookup column to the one containing the birth dates. Map the current date and month to search for matching entries.

Turn on the advanced response option to capture multiple employees who may share the same birthday. Click on ‘Save and Send Test Request’ to check if the details are retrieved correctly.

This step ensures that the workflow can dynamically send birthday wishes to all relevant employees on their special day.

5. Sending Birthday Wishes on Google Chat

To send birthday wishes, add another action step and select ‘Google Chat’ as your action application. Choose the action event ‘Create Message’ and connect it with the Google Chat space.

For this, you will need to provide the Chat Webhook URL, which can be obtained from your Google Chat space settings. Set up a webhook by naming it (e.g., ‘Birthday Wish’) and paste the copied URL into Pabbly Connect.

Prepare a dynamic message that includes the employee’s name, ensuring it personalizes the birthday wish. Click on ‘Save and Send Test Request’ to check if the message is sent successfully.

After this, you can verify in your Google Chat space that the birthday message has been sent. This completes the automation process using Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate sending birthday wishes on Google Chat from Google Sheets using Pabbly Connect. By setting up triggers and actions, you can ensure personalized messages are sent effortlessly to your team.