Automate Offer Letters with Pabbly Connect and Google Sheets

Learn how to send automated offer letters to new employees using Pabbly Connect with Google Sheets, Docs, and Drive. Follow our detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To start automating offer letters for new employees, access Pabbly Connect. This platform serves as the integration hub connecting Google Sheets, Google Docs, and Google Drive seamlessly.

Begin by logging into your Pabbly Connect account. Once logged in, click on the ‘Create Workflow’ button to initiate a new automation workflow. This will allow you to set up the necessary triggers and actions for sending automated offer letters.

2. Triggering Automation with Google Sheets

In this step, you will connect Google Sheets to Pabbly Connect. The first thing to do is to select Google Sheets as your trigger application. This will allow Pabbly Connect to monitor your Google Sheets for any new entries.

• Choose the trigger event as ‘New Spreadsheet Row’.
• Connect your Google account to Pabbly Connect.
• Select the specific spreadsheet you want to monitor.

After configuring these options, test the trigger to ensure Pabbly Connect can successfully fetch data from your Google Sheets. This step is crucial as it sets the foundation for the automation process.

3. Creating the Offer Letter in Google Docs

Next, you will create the offer letter template in Google Docs. This template will be filled with data pulled from Google Sheets via Pabbly Connect. Open Google Docs and create a new document that serves as your offer letter template.

In the document, use placeholders for the data you want to merge, such as the employee’s name, position, and start date. For example, you could write: ‘Dear {{Name}}, we are pleased to offer you the position of {{Position}} starting on {{Start Date}}.’ This will allow Pabbly Connect to replace these placeholders with actual data.

4. Sending the Offer Letter via Email

Once your Google Docs template is ready, it’s time to set up the action in Pabbly Connect to send the offer letter via email. Select the action application as Gmail (or your preferred email service).

• Choose the action event as ‘Send Email’.
• Map the fields from Google Sheets to the email body, including the link to the generated offer letter.
• Set the recipient’s email address to the one listed in your Google Sheets.

After configuring the email settings, send a test email to verify that everything works correctly. This ensures that your automated offer letters are being sent as intended through Pabbly Connect.

5. Finalizing the Automation Workflow

After testing, it’s time to finalize your automation workflow in Pabbly Connect. Make sure all integrations are correctly set up and functioning. Review the workflow to ensure that every step is in place, from Google Sheets to Google Docs and finally to the email.

Once confirmed, turn on the workflow. This will enable Pabbly Connect to monitor Google Sheets continuously and send automated offer letters whenever a new entry is added. This seamless integration saves time and reduces manual effort in the hiring process.

Conclusion

By utilizing Pabbly Connect, you can efficiently automate the process of sending offer letters to new employees. This integration with Google Sheets, Docs, and Drive streamlines your hiring workflow, ensuring timely communication with candidates.