Automate Document Creation with Pabbly Connect and Google Sheets

Learn how to automate document creation using Pabbly Connect, Google Sheets, and Documentaro for seamless workflows without coding. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To automate document creation, we start by accessing Pabbly Connect. This integration tool allows you to connect various applications seamlessly. Begin by signing up for a free account on the Pabbly Connect website, then log in to access the dashboard.

From the dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. After naming it, click the ‘Create’ button to load the workflow page. Here, you will set up the trigger and action, which are essential components of your automation.

2. Trigger Setup with Google Sheets

The first step in your workflow is to set the trigger using Google Sheets. Select Google Sheets as the application for the trigger event. Choose the event as ‘New or Updated Spreadsheet Row’. This means that every time a new row is added or updated in your spreadsheet, it will trigger the automation. using Pabbly Connect

• Search for Google Sheets in the trigger setup.
• Select ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect to connect Google Sheets.

Follow the instructions provided by Pabbly Connect to set up the connection with Google Sheets. Once the connection is established, you can test it by adding a new row in your spreadsheet. This will allow you to capture test data for the next steps in your automation.

3. Connecting Documentaro for Document Generation

After setting up the trigger with Google Sheets, the next step is to connect with Documentaro using Pabbly Connect. In the action event, select Documentaro and choose ‘Generate Document and Send as Email Attachment’. This action will create the document based on the data from Google Sheets.

Click on the ‘Connect’ button and select ‘Add New Connection’. You will need to enter the API key from your Documentaro account. To find your API key, navigate to your Documentaro dashboard, click on your profile icon, and access the ‘Your Account’ section to copy the API key.

4. Mapping Data and Testing the Workflow

With the connection established, you will need to map the relevant data from Google Sheets to Documentaro. For instance, map the email address from the Google Sheets data to the email field in Documentaro. This ensures that the generated document is sent to the correct recipient. using Pabbly Connect

• Enter the recipient’s email address in the email field.
• Provide a relevant subject for the email, such as ‘Your Document is Ready’.
• Type a message for the recipient, including mapped data like the recipient’s name.

Once all fields are filled, click on the ‘Save and Send Test Request’ button. This will trigger the workflow and generate the document based on the mapped data. You should receive a confirmation message indicating that the document was successfully generated and emailed.

5. Finalizing Your Automation Workflow

After testing the workflow, you can finalize your automation setup. Ensure that all mappings are correct and that the document template used in Documentaro is set up properly. You can create or upload a template that includes variables for the name, email, and address fields.

Once everything is configured, the automation will run seamlessly. Each time you add a new row to your Google Sheets, Pabbly Connect will automatically generate and send the document to the specified recipient without any manual intervention.

Conclusion

In summary, using Pabbly Connect to automate document creation and sharing with Google Sheets and Documentaro streamlines your workflow. This integration eliminates manual tasks, allowing you to focus on more important activities.