Automatically Generate & Send Increment Letters with Google Sheets, Google Docs & Gmail Using Pabbly Connect

Learn how to automatically generate and send increment letters using Google Sheets, Google Docs, and Gmail through Pabbly Connect. Follow this detailed tutorial for step-by-step guidance.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To start automating the process of generating and sending increment letters, the first step is to access Pabbly Connect. Begin by navigating to the Pabbly Connect website and signing up for a free account if you don’t have one.

After logging in, click on the ‘Access Now’ button under Pabbly Connect. This will take you to the dashboard where you can create new workflows. Click on the ‘Create Workflow’ button to start setting up your integration.

2. Creating Your Workflow in Pabbly Connect

In this section, you will create a workflow that integrates Google Sheets, Google Docs, and Gmail through Pabbly Connect. Name your workflow something descriptive, like ‘Generate and Send Increment Letters’. Select a folder to save this workflow.

• Click on ‘Create’ to finalize the workflow setup.
• You’ll see two main boxes for Trigger and Action.
• Select Google Sheets as your Trigger application.

Now, choose the trigger event as ‘New or Updated Spreadsheet Row’. This event will initiate the workflow whenever a new row is added or updated in your Google Sheet.

3. Connecting Google Sheets to Pabbly Connect

To link Google Sheets with Pabbly Connect, you will need to set up a webhook. Copy the provided webhook URL from Pabbly Connect. Then, open your Google Sheet where you have the employee data.

Go to the ‘Extensions’ menu, select ‘Pabbly Connect Webhooks’, and open the ‘Initial Setup’ option. Paste the webhook URL into the designated field and set the Trigger Column to the last data entry column in your sheet.

• Select the column that will trigger the webhook when updated.
• After configuration, click on ‘Send Test’ to verify the connection.

Once the test is successful, submit the setup. This ensures that any new employee data added to the Google Sheet will trigger the workflow in Pabbly Connect.

4. Generating Increment Letters with Google Docs

Now that Google Sheets is connected, the next step is to generate the increment letters using Google Docs through Pabbly Connect. In the Action step, select Google Docs as the application and choose the action event ‘Create Document from Template’.

Next, connect your Google Docs account to Pabbly Connect. Select the template document you created for the increment letters. This document should have placeholders for employee details such as name, designation, and salary.

Map the employee details from Google Sheets to the respective placeholders in the Google Docs template. Ensure to provide a unique name for each newly created document.

This process will create a personalized increment letter for each employee based on the data in your Google Sheet, facilitated by Pabbly Connect.

5. Sending Increment Letters via Gmail

The final step is to send the generated increment letter to employees using Gmail through Pabbly Connect. Add another Action step and select Gmail as the application. Choose the action event ‘Send Email’.

Connect your Gmail account to Pabbly Connect and fill in the required fields, including the recipient’s email address, subject, and body of the email. Map the details from Google Sheets for personalization.

Attach the generated increment letter using the PDF link from Google Drive. Review all mapped fields to ensure accuracy.

Once everything is set, click on ‘Save and Send Test Request’. After receiving a positive response, your setup is complete. Now, every time you add a new employee’s data in Google Sheets, the increment letter will be generated and emailed automatically using Pabbly Connect.

Conclusion

This tutorial demonstrates how to effectively use Pabbly Connect to automate the generation and sending of increment letters using Google Sheets, Google Docs, and Gmail. By following these steps, you can streamline your HR processes and save valuable time.