Automate Employee Evaluation Forms with Google Forms and Google Chat Using Pabbly Connect

Learn how to automate employee evaluation forms with Google Forms and Google Chat using Pabbly Connect in this detailed tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate employee evaluation forms using Pabbly Connect, start by accessing the Pabbly Connect website. After browsing to the site, sign in to your existing account or create a new one for free, which includes 100 free tasks every month.

Once logged in, you will see the Pabbly Apps window. Click on the ‘Access Now’ button for Pabbly Connect, which will take you to the dashboard where you can create your automation workflow.

2. Creating a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button located in the top right corner. A dialog box will prompt you to name your workflow; enter a name like ‘Automate Employee Evaluation Forms with Google Forms and Google Chat’.

• Select a folder to save your workflow.
• Click on ‘Create’ to initiate the workflow.

After creating the workflow, you will see two windows: one for the trigger and another for the action. The trigger application will be Google Forms, and the action application will be Google Chat, which is essential for our automation process.

3. Setting Up the Trigger with Google Forms

To set up the trigger in Pabbly Connect, click on the arrow to choose your trigger application and select Google Forms. The event for this trigger will be ‘New Response Received’. This means that every time a new form submission occurs, it will trigger an action in Google Chat.

Pabbly Connect will provide you with a unique webhook URL. Copy this URL as it will be used to connect Google Forms with Pabbly Connect. Next, open your Google Form and navigate to the ‘Responses’ tab. Click on ‘Link to Sheets’ to create a new spreadsheet for the responses.

• Select ‘Create a New Spreadsheet’.
• This spreadsheet will automatically capture all form submissions.

After creating the spreadsheet, you will need to connect it with Pabbly Connect by using the Pabbly Connect Webhooks add-on in Google Sheets. This ensures that every new response is captured and sent to Pabbly Connect.

4. Connecting Google Chat for Action

After setting up the trigger, it’s time to configure the action step in Pabbly Connect. Select Google Chat as the action application and choose the action event as ‘Create Message’. You will need to connect Google Chat with Pabbly Connect by entering the chat URL.

To get the chat URL, open your Google Chat and navigate to the space you created for employee evaluations. Click on the arrow next to the space name, select ‘Apps & Integrations’, and then choose ‘Webhooks’. Create a new webhook, providing a name and an Avatar URL for the messages.

Copy the webhook URL generated. Paste this URL back into Pabbly Connect for your action setup.

For the message content, write a template that includes dynamic fields from the Google Form responses. This allows the message to reflect the specific feedback from each submission.

5. Testing the Integration

With the setup complete, it’s time to test the integration. Fill out the Google Form with sample data and submit it. This should trigger the workflow in Pabbly Connect and send the evaluation details to your Google Chat space.

Check your Google Chat to confirm that the message appears as expected, including all dynamic fields like employee name, rating, and feedback. If everything is set up correctly, you will see a message confirming the new evaluation submission.

This successful test indicates that you have effectively automated the employee evaluation process using Pabbly Connect, Google Forms, and Google Chat. You can now repeat this process for any future evaluations.

Conclusion

In this tutorial, we demonstrated how to automate employee evaluation forms using Pabbly Connect, Google Forms, and Google Chat. This integration streamlines feedback processes and ensures timely communication of evaluations.