Automate Dynamic PDF Creation with Pabbly Connect: A Step-by-Step Guide

Learn how to use Pabbly Connect to automate the creation of dynamic PDFs using Notion and Google Docs. Step-by-step tutorial included. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Automation

To start automating dynamic PDF creation, first access Pabbly Connect. This platform is essential for integrating Notion and Google Docs. Begin by visiting the Pabbly Connect homepage where you can sign in or sign up for a free account.

After logging in, you will land on the dashboard. Here, you can create workflows that will automate the process of generating PDFs from employee details stored in Notion. This functionality saves time and ensures consistency in document creation.

Creating a Workflow in Pabbly Connect

Once you are on the Pabbly Connect dashboard, click on the ‘Create Workflow’ button located at the top right corner. Name your workflow something descriptive, like ‘Automatically Create Dynamic PDFs Using Notion and Google Docs’. Choose a folder for better organization.

To set up the automation, you will need to define a trigger and an action. The trigger will be a new database item in Notion, which will initiate the workflow. The action will be creating a document in Google Docs using a predefined template.

• Click on the ‘Create Workflow’ button.
• Enter a descriptive name for your workflow.
• Select a folder to organize your workflows.

After defining your workflow, you can proceed to set up the trigger and action steps, ensuring a seamless integration between Notion and Google Docs.

Setting Up Notion as the Trigger in Pabbly Connect

In the workflow setup, select Notion as your trigger application. This will allow Pabbly Connect to monitor your Notion database for new entries. Choose the ‘New Database Item’ as the trigger event.

To connect Notion with Pabbly Connect, click on the ‘Connect’ button and follow the prompts to allow access. Once connected, select the specific database where you will be adding employee details. This step is crucial as it ensures that the workflow captures the correct data.

• Select Notion as the trigger application.
• Choose ‘New Database Item’ as the trigger event.
• Connect your Notion account to Pabbly Connect.

With the trigger set up, you can now proceed to map the data fields that will be used in the Google Docs template.

Creating Documents in Google Docs via Pabbly Connect

After successfully setting up Notion as the trigger, the next step is to create a document in Google Docs. Select Google Docs as your action application in Pabbly Connect. Choose the action event ‘Create Document from Template’ to use your pre-designed welcome letter template.

Connect your Google Docs account to Pabbly Connect by clicking on the ‘Connect’ button. Choose the welcome letter template you created earlier. Map the fields from the Notion trigger, such as employee name, joining date, and job title, to the corresponding placeholders in your Google Docs template.

Select Google Docs as the action application. Choose ‘Create Document from Template’ as the action event. Map the employee details from Notion to your Google Docs template.

Once the document is created, you can proceed to convert it into a PDF format and upload it to Google Drive, completing the automation process.

Uploading PDFs to Google Drive Using Pabbly Connect

The final step in this automation process involves uploading the generated PDF to Google Drive. In your Pabbly Connect workflow, select Google Drive as the action application again. This time, choose the action event ‘Upload File’ to store the PDF in a specific folder.

Connect your Google Drive account to Pabbly Connect and map the PDF URL from the previous steps. Specify the folder ID where you want to store the PDF, ensuring it is a shareable folder for easy access. Once all fields are filled, test the action to confirm that the PDF uploads successfully.

Select Google Drive as the action application. Choose ‘Upload File’ as the action event. Map the PDF URL and specify the folder ID.

After completing this step, you will have successfully set up your automation to create dynamic PDFs for new employees using Notion and Google Docs through Pabbly Connect.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of dynamic PDFs from Notion to Google Docs and upload them to Google Drive. This integration simplifies the onboarding process for new employees, ensuring a professional and efficient workflow.