Automate Employment Contract Generation with Pabbly Connect, Google Sheets, and Google Docs

Learn how to automate employment contract generation using Pabbly Connect with Google Sheets and Google Docs. Step-by-step guide included. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Contract Automation

To automate employment contract generation, you first need to access Pabbly Connect. This platform allows you to integrate various applications, including Google Sheets and Google Docs, seamlessly.

Start by visiting the Pabbly Connect website. If you’re an existing user, click on the ‘Sign In’ button. If you are new, select ‘Sign Up Free’ to create an account. This process is quick and provides you with 100 free tasks every month.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘Create Employment Contracts’. This will set up the automation process.

• Click on the ‘Create Workflow’ button.
• Name your workflow, e.g., ‘Create Employment Contracts’.
• Select Google Sheets as the trigger application.

After naming your workflow, set the trigger application to Google Sheets. Choose the trigger event as ‘New or Updated Spreadsheet Row’. This event will initiate the workflow whenever new employee details are added to your Google Sheets.

3. Configuring Google Sheets as a Trigger

To configure Google Sheets with Pabbly Connect, you will receive a Webhook URL. Copy this URL and head to your Google Sheets account. Here, go to Extensions, then Add-ons, and select Get Add-ons to install the Pabbly Connect Webhooks add-on.

Once installed, access the Pabbly Connect Webhooks add-on, and paste the Webhook URL in the initial setup. Specify the trigger column as the final data column, which is typically column J in your sheet. After setting this up, send a test request to confirm the connection.

4. Setting Up Google Docs Action in Pabbly Connect

Next, set up Google Docs as the action application in your Pabbly Connect workflow. Choose the action event ‘Create Document from Template’. This action will generate the employment contract based on the template you have created.

Connect your Google Docs account by selecting ‘Add New Connection’ and authenticate your account. Once connected, select your template document, which should include tags for employee details like name and job title. Map these details from the Google Sheets response to ensure they populate correctly in the generated document.

• Choose ‘Create Document from Template’ as the action event.
• Select your employee contract template document.
• Map the employee details from Google Sheets.

After mapping the necessary fields, save your settings and send a test request. This will confirm that the document is created correctly with the employee’s details integrated.

5. Uploading the Contract to Google Drive

As a final step in your Pabbly Connect workflow, you need to upload the generated contract to Google Drive. Add Google Drive as another action application and select the action event ‘Upload a File’. Connect your Google Drive account as you did with Google Docs.

For the upload, specify the folder ID where you want the PDF files to be saved. Map the file URL from the previous step and provide a name for the PDF file, ensuring it reflects the employee’s name. After completing these settings, save and send a test request to confirm the upload.

Once you finish all these steps, you can test the entire workflow by adding a new employee’s details in Google Sheets. Check your Google Drive to see if the PDF file has been created successfully with the correct details.

Conclusion

This tutorial demonstrates how to automate employment contract generation using Pabbly Connect, Google Sheets, and Google Docs. By following these steps, you can streamline your HR processes effectively.