Learn how to automate presentations from Airtable to Google Slides using Pabbly Connect. Step-by-step guide for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To create presentations from Airtable and Google Slides using Pabbly Connect, first access the Pabbly Connect homepage. You can do this by entering the URL Pabbly.com/connect in your browser. This platform allows you to automate tasks without needing coding skills.
Once on the homepage, you will see options to sign in or sign up for free. If you are a new user, click on the ‘Sign up for free’ button to create your account. Existing users can simply sign in. By signing up, you receive 100 free tasks every month to explore Pabbly Connect and test various automations.
2. Creating a Workflow in Pabbly Connect
After signing in, navigate to the ‘All Apps’ section and click on ‘Access Now’ under Pabbly Connect. This will take you to the dashboard where you can view and manage your workflows. To create a new workflow, click on the ‘Create Workflow’ option.
- Click on ‘Create Workflow’ in the top right corner.
- Name your workflow, such as ‘Create Presentations from Airtable and Google Slides using Pabbly Connect’.
- Select a folder for your workflow and click on ‘Create’.
With your workflow created, you will see two windows: one for the trigger and the other for the action. The trigger will be set to Airtable, and the action will be set to Google Slides. This setup will enable Pabbly Connect to automate the process of generating presentations based on new records in Airtable.
3. Setting Up the Trigger with Airtable
In the workflow, the first step is to set up the trigger application, which will be Airtable. Select Airtable as your trigger application and choose the trigger event as ‘New Record’. This means that whenever a new record is created in Airtable, it will trigger the workflow.
Next, you will need to connect Pabbly Connect to your Airtable account. Click on ‘Connect’ and choose ‘Add New Connection’. Follow the prompts to grant access to your Airtable account. Make sure to select the correct base and table where your employee records are stored.
- Select your Airtable base, for example, ‘Employee Achievements and Recognition’.
- Ensure you have a field named ‘Created’ set to ‘Created Time’ to capture the record creation time.
- Click on ‘Save and Send Test Request’ to confirm the connection.
After successfully connecting Airtable with Pabbly Connect, you will receive a response that confirms the last data entered into your Airtable base. This confirms that the integration is working correctly and ready to capture new employee data.
4. Generating Certificates Using Google Slides
With the trigger set up, the next step involves generating certificates using Google Slides. In the action step, select Google Slides as your action application and choose the action event ‘Create Presentation from Template’. This allows you to create certificates based on a pre-defined template.
Connect Pabbly Connect to your Google account by selecting ‘Add New Connection’ and logging into your Google account. Once connected, choose the template presentation you created for certificates. For example, name your presentation ‘Certificate of Achievement for [Employee Name]’.
Select the template presentation name from the dropdown. Map the employee’s name dynamically to replace it in the presentation title. Map other details like achievement, authorized name, and date as needed.
After mapping all necessary details, click on ‘Save and Send Test Request’. You will see a response indicating that the presentation has been successfully created in Google Slides, confirming that the integration with Pabbly Connect is functioning as expected.
5. Emailing Certificates to Employees
The final step is to email the generated certificates to the employees. First, you need to convert the presentation into a PDF format using Google Drive. In the action step, select Google Drive and choose the action event ‘Share a File with Anyone’. This will allow you to share the PDF version of the certificate.
Map the presentation ID received from the previous step to ensure the correct file is shared. After setting this up, click on ‘Save and Send Test Request’ to generate the PDF link for the certificate.
Select the employee’s email address from the Airtable response to send the certificate. Enter the email subject and body content, including the PDF link. Click on ‘Save and Send Test Request’ to send the email.
After sending the email, you will receive a response confirming the email was sent successfully. This completes the process of automating the generation and distribution of certificates using Pabbly Connect, Airtable, and Google Slides.
Conclusion
In this tutorial, we demonstrated how to automate the creation of presentations from Airtable to Google Slides using Pabbly Connect. By following these steps, you can streamline your workflow and efficiently generate certificates for employees based on their achievements.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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