How to Auto-Generate PDFs and Save in Google Drive Using Pabbly Connect

Learn how to automate PDF generation and save documents in Google Drive using Pabbly Connect. Step-by-step guide for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for PDF Generation

To auto-generate PDFs and save them in Google Drive, you will first need to access Pabbly Connect. This platform allows you to create workflows that integrate various applications seamlessly.

Start by visiting the Pabbly Connect homepage. You will find options to sign in or sign up for free. New users can create an account and receive 300 tasks every month to explore the software. Existing users can simply sign in to access their workflows.

2. Creating a New Workflow in Pabbly Connect

Once you are signed into Pabbly Connect, navigate to the dashboard where you will see a button labeled ‘Create Workflow’ in the top right corner. Click on this button to start creating your new workflow.

• Enter a name for your workflow, such as ‘Auto-generate PDFs and Save in Google Drive’.
• Select a folder to save your workflow, or create a new one.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will need to set up a trigger and an action. The trigger will be Google Docs, and the action will be Google Drive, enabling the automation process.

3. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger in Pabbly Connect. Select Google Docs as your trigger application and choose ‘New Document’ as the trigger event. This will allow the workflow to activate every time a new document is created.

Click on ‘Connect’ to establish a new connection. If you have previously connected your Google Docs account, you can select that existing connection. Otherwise, click on ‘Sign in with Google’ and grant the necessary permissions to allow Pabbly Connect to access your Google Docs.

4. Filtering Documents with Pabbly Connect

Next, you will add a filter step in Pabbly Connect to ensure that only documents owned by you are converted to PDFs. This is crucial to avoid processing shared documents unintentionally.

• Choose ‘Filter by Pabbly’ as your action application.
• Set the filter values to match your email address.
• Click ‘Save and send test request’ to confirm the filter works correctly.

Once the filter is set, you can proceed to the next action step to generate the PDF link using Google Drive.

5. Uploading PDFs to Google Drive Using Pabbly Connect

In this final step, you will set up another action in Pabbly Connect to upload the generated PDF to your Google Drive. Select Google Drive as the action application and choose ‘Upload a File’ as the action event.

Connect to your Google Drive account again, and map the necessary fields, including the PDF URL and folder ID where you want to save the PDFs. After filling in these details, click ‘Save and send test request’ to complete the setup.

Once the test is successful, you can check your Google Drive to confirm that the PDF has been uploaded successfully. You will see the PDF with the original document name saved in the specified folder.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to auto-generate PDFs and save them in Google Drive. By following these steps, you can automate your document management process efficiently.