Automate Google Docs with Pabbly Connect and Airtable

Learn how to automate Google Docs document creation using Pabbly Connect and Airtable in this step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating your Google Docs templates, first, you need to access Pabbly Connect. Visit the Pabbly website and sign in with your account. If you’re a new user, you can sign up for free, which gives you 200 tasks per month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create new workflows and manage existing ones. Click on the ‘Create Workflow’ button to begin setting up your automation.

2. Setting Up the Trigger with Airtable

In this section, we will set up Airtable as the trigger application in Pabbly Connect. Select Airtable as your trigger and choose the event as ‘New Record’. This means that every time a new record is added to Airtable, it will trigger the workflow.

• Select ‘New Record’ as the trigger event.
• Connect your Airtable account by clicking on ‘Add New Connection’.
• Choose your base and table from Airtable.

After connecting, you can add details to your Airtable base. Once the details are added, Pabbly Connect will receive the data, confirming that the connection is successful.

3. Setting Up Google Docs as the Action

Next, we will set Google Docs as the action application in Pabbly Connect. Choose ‘Create Document from Template’ as the action event. This action will generate a new document based on the template you select.

To connect Google Docs, you will need to sign in and grant the necessary permissions. Once connected, select your invoice template from Google Docs. You can then map the fields from your Airtable response to the corresponding fields in your Google Docs template.

4. Finalizing the Integration with Google Drive

After setting up Google Docs, the next step is to integrate Google Drive for storing the generated documents. In Pabbly Connect, add another action step and select Google Drive, setting the action event to ‘Share a File with Anyone’.

• Connect your Google Drive account.
• Enter the file ID of the document created in Google Docs.
• Save and send a test request to ensure everything is working correctly.

Once this step is complete, you can check your Google Drive to see if the document has been created successfully. The automation should now be fully functional, generating invoices automatically.

5. Testing the Automation Workflow

To ensure that your automation is working, go back to Airtable and add a new record. This will trigger the workflow in Pabbly Connect, and after a short delay, you should see the new document created in Google Drive.

Check that all the details from Airtable are correctly filled into the Google Docs invoice template. This testing ensures that your automation between Airtable and Google Docs via Pabbly Connect is functioning as intended.

Conclusion

In this tutorial, we demonstrated how to automate Google Docs document creation using Pabbly Connect and Airtable. By setting up triggers and actions, you can streamline your workflow and save time on repetitive tasks. Enjoy the benefits of automation with Pabbly Connect!