Automate Document Creation from Exit Form Responses Using Pabbly Connect

Learn how to automate document creation from exit form responses using Pabbly Connect, Google Forms, Docs, and Drive. Step-by-step tutorial for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

In this tutorial, we will learn how to automate document creation using Pabbly Connect. This integration will help you streamline the process of generating documents from exit form responses collected via Google Forms.

To get started, visit Pabbly Connect’s website. You can either sign up for a new account or log in if you are an existing user. Once logged in, navigate to the dashboard where you can create a new automation workflow.

2. Creating an Automation Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Here, you will name your workflow, for instance, ‘Google Forms to Google Docs to Google Drive.’ This name reflects the applications involved in the automation. using Pabbly Connect

• Click on the ‘Create’ button to initiate your workflow.
• Select the trigger app, which in this case is Google Forms.
• Choose the trigger event as ‘New Response Received.’

Now, Pabbly Connect will provide you with a webhook URL, which you will use to connect your Google Form. Copy this URL and proceed to your Google Form settings to set up the integration.

3. Setting Up Google Forms for Pabbly Connect Integration

In Google Forms, ensure that the last question is marked as required. This is crucial for the webhook to function correctly. After that, switch to the ‘Responses’ tab and click on the ‘Link to Sheets’ button to create a new spreadsheet. using Pabbly Connect

Once your spreadsheet is ready, go to ‘Extensions’ and then ‘Add-ons’ to search for the Pabbly Connect Webhooks add-on. Install this add-on and refresh your Google Sheets.

• After refreshing, go back to ‘Extensions’ and select Pabbly Connect Webhooks.
• Choose ‘Initial Setup’ and enter the webhook URL from Pabbly Connect.
• Set the trigger column as the last data entry column in your spreadsheet.

After submitting the setup, your Google Form will now send responses directly to Pabbly Connect whenever a new submission is made.

4. Mapping Data from Google Forms to Google Docs

Once the Google Form is connected, the next step involves sending the data to Google Docs using Pabbly Connect. In your workflow, add an action step and choose Google Docs as the application.

Select the action event as ‘Create Document from Template.’ Connect your Google Docs account with Pabbly Connect by signing in and allowing necessary permissions. Next, choose the template document that you created for exit forms.

Map the employee name from the Google Form responses to the document title. Fill in other fields by mapping the corresponding responses from the form. Save and send a test request to ensure everything is set correctly.

This step will generate a new document in Google Docs populated with the exit form responses, ready for review and sharing.

5. Uploading the Generated PDF to Google Drive

After creating the document, the next step is to upload the generated PDF to Google Drive. In your Pabbly Connect workflow, add another action step and select Google Drive. using Pabbly Connect

Choose the action event as ‘Share a File with Anyone’ and connect your Google Drive account. In the file ID field, map the document ID received from the previous Google Docs step, ensuring that the share permission is set to allow anyone with the link to access it.

After setting the share permissions, add another Google Drive action step to upload the PDF file. Map the PDF URL from the previous response and specify the folder where the PDF should be stored. Save and send a test request to complete the upload process.

With this final step, all generated PDFs will be automatically uploaded to the specified folder in Google Drive, making document management efficient and accessible.

Conclusion

By using Pabbly Connect, you can effectively automate the document creation process from exit form responses collected via Google Forms. This integration simplifies workflows and ensures that all documents are generated and stored efficiently.