Integrate Microsoft Excel with Pabbly Connect for Automated Document Creation

Learn how to use Pabbly Connect to automate document creation and email sending from Microsoft Excel. Step-by-step guide for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, first access the platform by clicking on the link provided in the video description. Pabbly Connect is essential for integrating Microsoft Excel with other applications, like Document Hello. using Pabbly Connect

If you’re a new user, sign up in just a few minutes. Existing users can simply log in to reach the dashboard. Once logged in, you will see the ‘Create Workflow’ tab on the right side, which is crucial for setting up your automation.

2. Setting Up the Workflow in Pabbly Connect

After accessing the dashboard, click on ‘Create Workflow’ to begin. You will be prompted to name your workflow, which is vital for organization. For this tutorial, name it something descriptive like ‘Create and Send Documents as Email Attachments in Document Hello for New Microsoft Excel Rows’. using Pabbly Connect

• Click ‘Create’ to proceed.
• Select Microsoft Excel as the trigger application.
• Choose ‘New Row in Worksheet’ as the trigger event.

This setup allows Pabbly Connect to monitor your Excel sheet for new data every 8 hours, ensuring timely document creation and email sending.

3. Connecting to Microsoft Excel

To connect Pabbly Connect with Microsoft Excel, click on ‘Connect’ after selecting your trigger event. You will need to add a new connection by logging into your Microsoft Excel account. using Pabbly Connect

Upon successful login, grant the necessary permissions. Once connected, select the workbook you want to use, such as ‘Test Sheet’. Pabbly Connect will automatically detect the available worksheets. Click ‘Save and Send Test Request’ to verify the connection.

4. Creating and Sending Documents via Document Hello

Next, you will set up the action application in Pabbly Connect. Select Document Hello and choose the action event as ‘Generate Document and Send as Email Attachment’. This step is critical for automating the document creation process. using Pabbly Connect

• Connect to Document Hello using your API key.
• Map the email address and other details from the previous response to ensure accurate data transfer.
• Select the document template you wish to use for the generated document.

By mapping the email address and other variables, you ensure that every new entry in Excel triggers the creation of a personalized document sent to the correct recipient.

5. Testing the Integration Successfully

After setting up the document generation, click on ‘Save and Send Test Request’ to initiate the process. Pabbly Connect will generate the document and send it to the designated email address. using Pabbly Connect

Upon success, you will see a confirmation message indicating that the document has been created and sent. This confirms that your integration between Microsoft Excel and Document Hello via Pabbly Connect is successful.

Conclusion

This tutorial demonstrated how to effectively use Pabbly Connect to automate document creation and emailing from Microsoft Excel. By following these steps, you can streamline your workflow and enhance productivity.