Automate PDF Generation with Pabbly Connect and Google Docs

Learn how to automatically generate PDFs from Google Docs and save them in Google Drive using Pabbly Connect. Step-by-step guide with detailed instructions. 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 PDF Automation

To begin automating your PDF generation, first access Pabbly Connect by visiting the official website. Here, you will find options to sign in or sign up for a free account, which allows you to explore the software with 300 tasks per month.

Once you log in, you will be directed to the Pabbly Connect dashboard. This interface is where you can create and manage your workflows. Click on the ‘Create Workflow’ button to start setting up the automation process.

2. Creating a Workflow in Pabbly Connect

After clicking on ‘Create Workflow’, you need to name your workflow. For this example, name it ‘Autogenerate PDFs and Save in Google Drive’. You can also choose a folder for better organization. using Pabbly Connect

• Name your workflow appropriately.
• Select a folder for your workflows.

Next, you need to set up a trigger by selecting Google Docs as the trigger application and choosing the event as ‘New Document’. Click on ‘Connect’ to establish a connection with your Google Docs account.

3. Setting Up the Trigger in Pabbly Connect

In the trigger setup, select ‘New Document’ as the trigger event. If you want to restrict the automation to specific folders, you can choose ‘New Document in a Folder’ instead. After selecting the appropriate event, click on ‘Add New Connection’. using Pabbly Connect

Log in with your Google account and allow access to Pabbly Connect. Once authenticated, click on ‘Save and Send Test Request’ to ensure the connection is successful. You should receive a response confirming that the trigger is set up correctly.

4. Adding a Filter Step in Pabbly Connect

To ensure only your documents are converted to PDFs, add a filter step using Pabbly Connect. Select ‘Filter by Pabbly’ as the action and set the filter condition to match your email address.

• Choose ‘Filter by Pabbly’ as your action application.
• Set the condition to filter documents owned by you.

After setting the filter, click on ‘Save and Send Test Request’. This step ensures that only your documents will be processed further in the workflow, optimizing your automation.

5. Generating PDF and Uploading to Google Drive

Now, add another action step to generate a PDF link using Google Drive. Choose ‘Share a File with Anyone’ as the action event. Connect your Google Drive account if not already connected, and map the file ID from the previous steps. using Pabbly Connect

After mapping the file ID, click on ‘Save and Send Test Request’. You will receive a successful response with the PDF link. Next, add another action to upload the file to Google Drive, specifying the folder ID where you want to save the PDFs.

Conclusion

In this tutorial, you learned how to use Pabbly Connect to automate the generation of PDFs from Google Docs and save them in Google Drive. This process enhances efficiency by eliminating manual tasks and ensuring your documents are always accessible in PDF format.