Automate Termination Letters with Pabbly Connect, Google Sheets, and Gmail

Learn how to automate termination letters using Pabbly Connect, Google Sheets, and Gmail with this step-by-step tutorial. Simplify your termination process today! Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating termination letters, access Pabbly Connect by visiting the official website. If you are new to Pabbly, you can sign up for free and receive 100 tasks monthly.

After signing in, you will see the Pabbly Connect dashboard. Click on the button labeled ‘Create Workflow’ in the top right corner. You will then name your workflow, such as ‘Generate Termination Letter with Google Sheets and Share via Gmail,’ and select a folder to save your workflow.

2. Setting Up Trigger in Google Sheets

In this section, you will set up a trigger using Pabbly Connect and Google Sheets. The trigger will activate whenever a new row is added to your employee data spreadsheet.

To do this, choose Google Sheets as your trigger application and select the event as ‘New or Updated Spreadsheet Row.’ Pabbly Connect will provide you with a unique webhook URL, which you will copy and paste into your Google Sheets.

• Open Google Sheets and navigate to Extensions.
• Select Add-ons, then Get Add-ons, and search for Pabbly Connect Webhooks.
• Install the Pabbly Connect Webhooks add-on if not already installed.

Once installed, go back to Extensions, select Pabbly Connect Webhooks, and choose ‘Initial Setup.’ Paste the webhook URL and define your trigger column. Click submit to complete the setup.

3. Defining Action Steps in Pabbly Connect

After setting up the trigger, it’s time to define the action steps using Pabbly Connect. The first action will be to create a document in Google Docs from a template.

Select Google Docs as your action application and choose the event ‘Create Document from Template.’ You will need to authorize Pabbly Connect to access your Google Docs account.

• Select your termination letter template from Google Docs.
• Map the employee details from the Google Sheets step to the respective fields in the template.
• Define the new document’s name to include the employee’s name and save it in the designated folder.

Once the document is created, you can verify it in your Google Drive to ensure it has been populated with the correct employee data.

4. Sending Email with Pabbly Connect

The next step involves sending an email with the termination letter using Pabbly Connect and Gmail. This will ensure that the employee receives their termination letter promptly.

Select Gmail as your action application and choose the event ‘Send Email.’ You will need to authorize Pabbly Connect to access your Gmail account. Map the recipient’s email address from the Google Sheets data and customize the email content.

Set the email subject to include important notice and the employee’s name. Write a personalized message in the email body, expressing regret for the termination. Attach the PDF link of the termination letter generated in the previous steps.

Finally, send a test email to verify that the automation works flawlessly and that the email is sent with the correct attachment.

5. Conclusion

In conclusion, using Pabbly Connect to automate termination letters with Google Sheets and Gmail simplifies the entire process. By following the steps outlined above, you can ensure timely and professional communication with your employees.

This automation not only saves time but also reduces the chances of errors in the termination process. Start using Pabbly Connect today to enhance your operational efficiency in handling employee terminations.