Create PDF from Google Sheets Data & Add it to Google Drive Using Pabbly Connect

Learn how to create a PDF from Google Sheets data and upload it to Google Drive using Pabbly Connect in this detailed 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. Accessing Pabbly Connect for Integration

To create a PDF from Google Sheets data and upload it to Google Drive, you need to access Pabbly Connect. Start by logging into your Pabbly Connect account. This platform will allow you to automate the process seamlessly.

Once logged in, navigate to the dashboard. Here, you can set up a new workflow that will connect Google Sheets and Google Drive through Pabbly Connect. This integration is crucial for automating the PDF creation process.

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow within Pabbly Connect. Click on the ‘Create Workflow’ button and give your workflow a name that reflects its purpose, such as ‘Generate PDF from Google Sheets’.

• Select Google Sheets as the trigger application.
• Choose the trigger event, such as ‘New Spreadsheet Row’.
• Connect your Google Sheets account to Pabbly Connect.

After setting the trigger, you will need to test it to ensure that Pabbly Connect can fetch data from your Google Sheets. This step is essential for confirming that your integration is functioning correctly.

3. Setting Up the PDF Creation Process

Next, you will set up the action that creates a PDF file using the data from Google Sheets. In your workflow, select ‘PDF Monkey’ or a similar PDF generation tool as the action application. This is where Pabbly Connect plays a key role in linking the data.

• Select the action event, such as ‘Create PDF’.
• Map the fields from Google Sheets to the PDF template.
• Test the PDF creation to ensure it pulls the correct data.

Testing this step is crucial as it verifies that the PDF is generated correctly with the relevant information from your Google Sheets data through Pabbly Connect.

4. Uploading the PDF to Google Drive

Once the PDF is created, the next step is to upload it to Google Drive. In the same workflow, add another action step in Pabbly Connect and select Google Drive as the application.

Choose the action event ‘Upload File’. Connect your Google Drive account to Pabbly Connect. You will need to specify the folder where the PDF should be uploaded and map the PDF file generated in the previous step.

5. Finalizing the Workflow and Testing

After setting up the upload process, review your entire workflow in Pabbly Connect. Ensure all steps are correctly configured, from the Google Sheets trigger to the PDF creation and the Google Drive upload.

Finally, run a test of the entire workflow. This test will confirm that data flows smoothly from Google Sheets to the PDF creation tool and then to Google Drive. If everything works as intended, your automation is set!

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In this tutorial, you learned how to automate the process of creating a PDF from Google Sheets data and uploading it to Google Drive using Pabbly Connect. This integration simplifies the workflow and enhances productivity by automating repetitive tasks.