Creating Dynamic PDF Files from Microsoft Excel Using Pabbly Connect

Learn how to automate the creation of dynamic PDF files from Microsoft Excel using Pabbly Connect, Google Docs, and Google Drive. Follow our step-by-step guide.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Dynamic PDF Creation

To create dynamic PDF files from Microsoft Excel, we will use Pabbly Connect, a powerful automation and integration platform. Start by visiting the Pabbly Connect website, where you can sign up for free or log in to your existing account. Once logged in, you will see the dashboard that allows you to access various applications.

After logging into Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner. You will be prompted to enter a name for your workflow. For this tutorial, we will name it ‘Creating Dynamic PDF Files from Microsoft Excel’. Select a folder to save your workflow, such as ‘Microsoft Excel Automations,’ and click on the ‘Create’ button.

Setting Up Trigger with Microsoft Excel

In this step, we will set up the trigger using Microsoft Excel within Pabbly Connect. The trigger action will be set to ‘New Row in Worksheet’. This means that whenever a new participant’s details are entered into the Excel worksheet, it will automatically trigger the workflow.

To configure this, follow these steps:

• Select Microsoft Excel as the trigger application.
• Choose ‘New Row in Worksheet’ as the trigger event.
• Connect your Microsoft Excel account to Pabbly Connect.

After connecting, select the workbook named ‘Participants Details’ and the worksheet as ‘Sheet1’. Click on ‘Save and Send Test Request’ to confirm that the integration is working correctly. You should see the participant’s details captured successfully.

Creating Participation Letter with Google Docs

Next, we will create a letter of participation for each participant using Google Docs through Pabbly Connect. The action application will be Google Docs, and the action event will be ‘Create Document from Template’. This will allow us to generate personalized letters based on a predefined template.

To set this up, follow these steps:

• Select Google Docs as the action application.
• Choose ‘Create Document from Template’ as the action event.
• Connect your Google Docs account to Pabbly Connect.

After connecting, select the template you created for the letter of participation. Map the participant’s first name and last name from the previous step to create a personalized document. Name the document as ‘[Participant Name] Letter of Participation’ and save it in the specified Google Drive folder.

Sharing the Document on Google Drive

To ensure that the participation letters are accessible to everyone, we will add another action in Pabbly Connect to share the generated document on Google Drive. The action application will be Google Drive, and the action event will be ‘Share a File with Anyone’.

Follow these steps to set up the sharing action:

Select Google Drive as the action application. Choose ‘Share a File with Anyone’ as the action event. Connect your Google Drive account to Pabbly Connect.

Map the document ID received from the previous step to share the file. Once completed, the document will now be accessible to anyone with the link, ensuring all participants can view their letters of participation.

Uploading PDF File to Google Drive

Finally, we will upload the generated PDF file into a designated folder in Google Drive using Pabbly Connect. The action application will again be Google Drive, and the action event will be ‘Upload a File’. This step ensures that the PDF version of the participation letter is stored in the correct location.

To upload the PDF, follow these steps:

Select Google Drive as the action application. Choose ‘Upload a File’ as the action event. Connect your Google Drive account to Pabbly Connect.

Map the Pabbly URL of the PDF file received from the previous step and specify the folder ID where the PDF will be uploaded. Click ‘Save and Send Test Request’ to complete the process. The PDF file will now be successfully uploaded to Google Drive, completing the automation.

Conclusion

In this tutorial, we demonstrated how to create dynamic PDF files from Microsoft Excel using Pabbly Connect, Google Docs, and Google Drive. By automating the process, we can efficiently generate personalized letters of participation for event participants, saving time and ensuring accuracy. This integration showcases the power of Pabbly Connect in streamlining workflows across multiple applications.