Automate Google Docs with Pabbly Connect: A Step-by-Step Guide

Learn how to use Pabbly Connect to automate Google Docs by integrating with Airtable. Follow this detailed guide for seamless automation. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start using Pabbly Connect for automating Google Docs, first visit the Pabbly Connect website. Simply type ‘Pabbly.com/connect’ in your browser to access the platform.

After reaching the website, you need to sign in. Click on the ‘Sign In’ button at the top right corner. If you are a new user, select ‘Sign Up for Free’ to get started with 200 free tasks monthly. Once logged in, you will see the Pabbly Connect dashboard.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a new workflow in Pabbly Connect to automate the process. Click on the ‘Create Workflow’ button. You will need to name your workflow and choose a folder to save it in.

• Name the workflow as ‘Autofill Google Doc Template from Airtable’.
• Select the folder where you want to save this workflow.

After naming and selecting the folder, click on the ‘Create’ button. This will generate two boxes: one for the trigger and another for the action. The trigger will be Airtable, while the action will be Google Docs.

3. Setting Up the Airtable Trigger

To set up the trigger in Pabbly Connect, choose Airtable as your trigger application. Select ‘New Record’ as the trigger event. Click on ‘Connect’ to establish a connection with Airtable.

If you don’t have an existing connection, click on ‘Add New Connection’. You will be prompted to select your Airtable base, which should be named ‘Invoice’. Grant the necessary permissions to allow Pabbly Connect to access your Airtable data.

4. Configuring Google Docs Action

Next, we will configure the action step in Pabbly Connect using Google Docs. Select Google Docs as the action application and choose ‘Create Document from Template’ as the action event. Click on ‘Connect’ to link your Google account.

• Select the template document from Google Docs.
• Map the fields from the Airtable response to the Google Docs template fields.

After entering all required details, click on ‘Save and Send Test Request’. This will generate a document in Google Drive with the mapped details from Airtable.

5. Testing the Integration

To ensure everything is working correctly, go back to Airtable and enter new details. After entering the data, wait for a few minutes as Airtable uses polling to send data to Pabbly Connect.

After the waiting period, check your Google Drive to see if the document was created successfully. If all details are correctly populated, the integration is successful. You can now use this automation to streamline your workflow.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate Google Docs by integrating it with Airtable. This step-by-step guide allows you to create automated invoices efficiently. With Pabbly Connect, you can enhance your productivity and streamline your processes effortlessly.