Automate Daily Emails with Pabbly Connect and Gmail

Learn how to automate daily emails using Pabbly Connect with Gmail, Google Sheets, and more. Step-by-step tutorial for seamless email automation. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Setting Up Your Spreadsheet for Email Automation

To automate daily emails, the first step is to create a spreadsheet using Google Sheets. This spreadsheet will contain essential details such as recipient email addresses, recipient names, sender names, and optional subjects or attachment links. Using Pabbly Connect, we will integrate this spreadsheet with Gmail to send emails automatically.

Ensure your spreadsheet includes the following columns:

• Recipient Email Address
• Recipient Name
• Sender Name
• Subject (optional)

This structured data will allow Pabbly Connect to fetch the necessary details to send personalized emails every day.

2. Creating Your Pabbly Connect Workflow

After setting up your spreadsheet, navigate to the Pabbly Connect dashboard. Here, you will create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Daily Email Automation,’ and click on ‘Create’ to proceed.

In the workflow setup, you will define a trigger and an action. The trigger will be set to ‘Schedule by Pabbly,’ which allows you to run the workflow daily. Choose the time you want the emails to be sent out. This step is crucial as it determines when Pabbly Connect will check your spreadsheet for new entries.

3. Configuring the Counter and Google Sheets Integration

The next step involves using a counter in Pabbly Connect to keep track of which row in your spreadsheet to fetch data from. Set the counter to start at 1 and configure it to increment by 1 each time the workflow runs. This way, it will fetch the next row’s data each day.

After setting up the counter, connect to Google Sheets using Pabbly Connect. Select the spreadsheet you created earlier, and specify the range from which to pull the data. The range should be formatted as ‘A2:C2’ for the first row, which includes the email address, name, and sender information.

4. Sending Emails via Gmail Integration

Once you have configured Google Sheets, the next action in your workflow will be to connect to Gmail. In this step, you will set the action event to ‘Send Email.’ Here, you will map the recipient’s email address and sender’s name from the previous Google Sheets step. using Pabbly Connect

Fill in the subject line and email body content. For instance, you can write a reminder email, and dynamically insert the recipient’s name and sender’s name from the mapped fields. This ensures that every email sent is personalized based on the data from your spreadsheet.

5. Testing Your Automation Setup

After configuring all steps, it’s crucial to test your automation. Click on ‘Save and Send Test Request’ in the Gmail step. This action will trigger the workflow, sending a test email to the specified recipient. Check your Gmail account to verify that the email was received correctly.

If everything is set up correctly, you will see the personalized email in your inbox. This confirms that Pabbly Connect is functioning as intended, automating your daily email process seamlessly.

Conclusion

By following this tutorial, you can efficiently automate your daily email tasks using Pabbly Connect. This integration not only saves time but also ensures that your emails are sent out consistently and accurately. Start using Pabbly Connect today to streamline your email communications!