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

Learn how to automatically generate and send increment letters using Pabbly Connect, Google Sheets, Google Docs, and Gmail in this step-by-step tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Increment Letters

To automatically generate and send increment letters, start by accessing Pabbly Connect. This powerful integration platform allows you to connect multiple applications seamlessly. First, go to the Pabbly Connect website and either sign in or sign up for a free account.

Once logged in, click on the ‘Access Now’ button under the Pabbly Connect section. This will take you to the dashboard, where you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Generate and Send Increment Letters’.

2. Configuring the Trigger with Google Sheets

The first step in your workflow is to set up a trigger using Google Sheets. Select Google Sheets as your trigger application. The trigger event will be ‘New or Updated Spreadsheet Row’, which will activate the workflow whenever a new row is added or updated in your Google Sheet. using Pabbly Connect

• Select Google Sheets as the trigger application.
• Choose the trigger event: New or Updated Spreadsheet Row.
• Connect your Google Sheets account to Pabbly Connect.

After connecting, you’ll need to specify the spreadsheet that contains the employee increment details. This integration allows Pabbly Connect to pull data directly from your Google Sheets, making the process efficient and automated.

3. Creating Increment Letters in Google Docs

Next, you will set up an action in your workflow to create increment letters using Google Docs. Select Google Docs as your action application and choose the action event ‘Create Document from Template’. This will allow you to use a pre-defined template for your increment letters.

Once you connect Google Docs to Pabbly Connect, select the template document you created earlier. This template should include placeholders for employee details such as name, designation, and new CTC. Mapping these variables will ensure that the correct information is filled in for each employee.

• Choose the template document that you created in Google Docs.
• Map employee details from Google Sheets to the template.
• Provide a name for the new document, such as ‘Employee Name Increment Letter’.

This step is crucial as it automates the letter generation process, saving you significant time and effort.

4. Sharing Documents via Google Drive

After creating the increment letter, the next step is to share it using Google Drive. Add another action in your workflow and select Google Drive as the application. The action event will be ‘Share a File with Anyone’. This setup allows you to make the newly created document accessible to the intended recipients.

Connect your Google Drive account to Pabbly Connect, and map the document ID from the previous step. This ID corresponds to the increment letter you just created. By sharing the document, you ensure that employees can access their increment letters easily.

Select the document ID from the previous step for sharing. Choose the sharing settings to allow anyone with the link to access the file. Click on Save and Test to ensure the document is shared successfully.

This action is vital for ensuring that the increment letters are not only created but also accessible to the employees without any manual intervention.

5. Sending Emails with Gmail

The final step in your workflow involves sending the increment letter via email using Gmail. Select Gmail as your action application, and choose the action event ‘Send Email’. This allows you to automate the email process, ensuring that employees receive their increment letters promptly.

Connect your Gmail account to Pabbly Connect, and fill in the required fields such as recipient email (which you will map from Google Sheets), subject, and email content. Make sure to include the PDF link of the increment letter as an attachment.

Map the recipient’s email address from Google Sheets. Customize the email subject and body content. Attach the PDF link of the increment letter to the email.

Once everything is set up, click on Save and Send Test Request. This completes the workflow, allowing you to automatically generate and send increment letters to your employees with ease.

Conclusion

In this tutorial, we explored how to automatically generate and send increment letters using Pabbly Connect, Google Sheets, Google Docs, and Gmail. By following the steps outlined, you can streamline your HR processes and ensure timely communication with your employees.