Automate NDAs with Pabbly Connect, Google Sheets, Google Docs & Gmail

Learn how to automate NDAs using Pabbly Connect with Google Sheets, Google Docs, and Gmail. Step-by-step guide to ensure confidentiality in your agreements. 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. Setting Up Pabbly Connect for NDA Automation

To automate NDAs using Pabbly Connect, the first step is accessing the platform. Visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and get 100 tasks every month.

Once you’re logged in, click on the ‘Create Workflow’ button at the top right corner. A dialog box will prompt you to name your workflow. For this automation, name it ‘Automate NDAs with Google Sheets and Send via Gmail’. Select a folder to save your workflow, such as ‘Gmail Automations’, and then click ‘Create’ to proceed.

2. Trigger Setup with Google Sheets in Pabbly Connect

In this section, we will set up the trigger using Pabbly Connect and Google Sheets. The goal is to create a non-disclosure agreement (NDA) whenever a new employee’s details are added to Google Sheets. Click on the trigger application and select Google Sheets.

• Select the trigger event as ‘New or Updated Spreadsheet Row’.
• Copy the unique webhook URL provided by Pabbly Connect.
• Open your Google Sheets and click on Extensions, then select Add-ons and Get Add-ons.

Search for ‘Pabbly Connect Webhook’ and install it if you haven’t already. Go back to Extensions, click on Pabbly Connect Webhooks, and select ‘Initial Setup’. Paste the webhook URL and set the trigger column to capture data effectively.

3. Creating NDAs with Google Docs through Pabbly Connect

Next, we will create the NDA document using Google Docs via Pabbly Connect. After ensuring that the trigger captures the employee data, we will add an action step. For this, select Google Docs as the action application.

• Choose ‘Create Document from Template’ as the action event.
• Connect your Google account to Pabbly Connect if prompted.
• Select your NDA template document from Google Docs.

Map the employee details from the previous step to fill in the NDA template. Ensure that the document is saved in the appropriate folder in Google Drive, such as ‘Non-Disclosure Agreements’.

4. Sharing NDAs via Gmail with Pabbly Connect

After creating the NDA document, the next step is to share it via Gmail using Pabbly Connect. Add another action step and select Gmail as the action application. Choose ‘Send Email’ as the action event.

Map the recipient’s email address from the Google Sheets data. Set the email subject to include the employee’s name and ‘Non-Disclosure Agreement’. Compose the email body, reminding the recipient to sign the NDA.

Attach the PDF version of the NDA document created earlier. After setting up the email details, click ‘Save and Send Test Request’ to check if the email is sent successfully.

5. Final Verification and Testing of NDA Automation

Finally, verify that the entire automation process works as intended using Pabbly Connect. Enter new employee details in your Google Sheets to trigger the workflow. Check your Gmail for the email sent with the NDA attached in PDF format.

Ensure that the document contains all the correct employee details as per the data entered in Google Sheets. This verification is crucial to confirm that the automation is functioning correctly and that confidentiality is maintained through the use of NDAs.

Once everything is set up, you can automate the process for all new hires, ensuring that NDAs are sent out promptly and securely. This automation saves time and enhances the efficiency of handling confidential agreements.

Conclusion

Using Pabbly Connect, you can effectively automate NDAs with Google Sheets, Google Docs, and Gmail. This integration streamlines the process, ensuring confidentiality and efficiency for your organization.