Automate Google Docs to PDF Conversion and Email with Pabbly Connect

Learn how to automate the conversion of Google Docs to PDF and send them via email using Pabbly Connect. Step-by-step guide included! Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the conversion of Google Docs to PDF, you first need to access Pabbly Connect. This platform allows you to create workflows that connect various applications seamlessly. If you don’t have an account, you can sign up for a free trial in just a few minutes.

Once logged into Pabbly Connect, navigate to the dashboard. Click on the ‘Create Workflow’ button and give your automation a name, such as ‘Convert Google Docs to PDF and Send Email Attachment’. This sets the stage for the integration process.

2. Setting Up Trigger and Action in Pabbly Connect

In this step, you will configure the trigger and action for your workflow in Pabbly Connect. The trigger will be set to capture new data from Google Sheets, while the action will be to create a document in Google Docs.

• Select Google Sheets as the trigger application.
• Choose the trigger event as ‘New or Updated Spreadsheet Row’.
• Copy the webhook URL provided by Pabbly Connect.
• Go to your Google Sheet, install the Pabbly Connect Webhook add-on, and paste the URL in the initial setup.

After setting up the trigger, test it to ensure that data from your Google Sheets is being captured correctly by Pabbly Connect. This confirms that the integration is working as intended.

3. Creating Documents in Google Docs Using Pabbly Connect

Once the trigger is verified, the next step is to create a document in Google Docs using the data captured from Google Sheets. This is done by selecting Google Docs as the action application in Pabbly Connect.

To create a document:

• Choose ‘Create Document from Template’ as the action event.
• Connect your Google Docs account to Pabbly Connect.
• Select the template you want to use for the certificates.
• Map the data fields (like name and course) from Google Sheets to the document template.

After completing these steps, the document will be generated automatically based on the template you selected, utilizing the data provided from Google Sheets through Pabbly Connect.

4. Converting Document to PDF and Sending via Email

With the document created, the next step is to convert it to PDF format and send it via email. In Pabbly Connect, you will need to add another action for Google Drive.

Follow these steps to convert the document:

Select Google Drive as the application for the next action. Choose the action event as ‘Share a File’ to change the document’s permission. Map the document ID from the previous step to share it with anyone who has the link.

After sharing the file, you will receive a PDF link which can be used in the next action to send the email. This integration allows you to automate the entire process from document creation to sending the PDF via email using Pabbly Connect.

5. Finalizing the Email Sending Process with Pabbly Connect

The final step in this automation is to send the PDF document as an email attachment. You will use the Gmail application within Pabbly Connect to accomplish this.

Steps to send the email include:

Select Gmail as the application for the final action. Choose ‘Send Email’ as the action event. Map the recipient’s email address from Google Sheets. Add the subject and body of the email, including the PDF link as an attachment.

Once you have completed these steps and tested the workflow, every time new data is added to your Google Sheets, a PDF will be generated and sent automatically via email, showcasing the power of Pabbly Connect in automating repetitive tasks.

Conclusion

In summary, using Pabbly Connect to automate the conversion of Google Docs to PDF and sending them via email significantly streamlines your workflow. This step-by-step guide demonstrates how to efficiently set up this integration.