Automate Inspection Checklists with Google Forms and Google Docs Using Pabbly Connect

Learn how to automate inspection checklists with Google Forms and Google Docs using Pabbly Connect, streamlining your workflow effectively. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate inspection checklists with Google Forms and Google Docs, we will use Pabbly Connect. Start by visiting the Pabbly Connect website and signing up for a free account if you do not have one. This platform allows you to create workflows that integrate various applications seamlessly.

After signing in, you will see the dashboard where you can create new workflows. Click on the ‘Create Workflow’ button to initiate your automation process. Here, you will name your workflow, such as ‘Automate Inspection Checklist with Google Forms and Google Docs,’ and select a folder to save it.

2. Setting Up the Trigger with Google Forms

The first step in your workflow is to set up the trigger using Google Forms. In Pabbly Connect, select Google Forms as the trigger application. The trigger event will be ‘New Response Received’ which activates whenever a new form submission is made.

• Select Google Forms as the trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Connect your Google Forms account to Pabbly Connect.

To connect, you will need a webhook URL provided by Pabbly Connect. Copy this URL and paste it into your Google Forms settings under the extensions menu. This setup allows the responses from Google Forms to be sent directly to Pabbly Connect for further processing.

3. Creating Documents in Google Docs

Once the trigger is set, the next step is to create documents using Google Docs. In Pabbly Connect, select Google Docs as your action application. The action event will be ‘Create Document from Template,’ allowing you to generate a new document based on a pre-defined template.

After connecting your Google Docs account to Pabbly Connect, select your inspection checklist template. Map the fields from the Google Forms responses to the corresponding fields in your template, such as product name, inspection date, and results.

• Select the inspection checklist template from Google Docs.
• Map Google Forms response fields to your template.
• Create a new document using the mapped data.

This allows you to automatically generate a new checklist document each time a form is submitted, streamlining your inspection process.

4. Uploading the Document to Google Drive

The final step in the automation process is to upload the newly created document to Google Drive. In Pabbly Connect, select Google Drive as your action application. Choose the action event ‘Upload a File’ to save the document in your desired folder.

Connect your Google Drive account and specify the folder where you want to save the inspection report. You can map the document ID from the previous step to ensure the correct file is uploaded. This process ensures that all generated documents are stored systematically in Google Drive.

After setting up the upload action, test your workflow by submitting a new form response. Check your Google Drive to verify that the document appears as expected. This confirms that Pabbly Connect has successfully automated the entire process.

5. Making Files Sharable with Google Drive

To ensure that your team can access the newly created inspection checklists, you need to make the files sharable. In Pabbly Connect, add another action step selecting Google Drive again. This time, the action event will be ‘Share a File with Anyone’.

Connect your Google Drive account and map the document ID from the previous step. This will allow anyone with the link to access the checklist. After setting this up, your team can easily view and verify the inspection checklists without hassle.

Select ‘Share a File with Anyone’ as the action event. Map the document ID for sharing. Test the sharing feature to ensure accessibility.

By following these steps, you will have fully automated your inspection checklist process using Pabbly Connect, Google Forms, Google Docs, and Google Drive, enhancing efficiency in your operations.

Conclusion

Using Pabbly Connect, you can easily automate inspection checklists with Google Forms and Google Docs. This integration streamlines your workflow, making it quicker and more efficient. Now you can focus on quality control without the hassle of manual processes.