How to Autofill Google Docs Template from Microsoft Excel Using Pabbly Connect

Learn how to automate the creation of Google Docs templates from Microsoft Excel using Pabbly Connect. This guide provides detailed steps for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To start the automation process using Pabbly Connect, first access the platform by visiting the official website. If you are a new user, you can sign up for free and get 100 free tasks every month. Existing users should log in to their accounts to proceed with the setup.

Once logged in, you will see the Pabbly Connect dashboard. From here, you can begin creating your automation workflow. Click on the ‘Create Workflow’ button located in the top right corner. This initiates the process of setting up your integration between Microsoft Excel and Google Docs.

Creating a Workflow in Pabbly Connect

After clicking on ‘Create Workflow’, a dialog box will appear asking for the workflow name and folder selection. Enter a name like ‘Autofill Google Docs Template from Microsoft Excel’ and choose a folder for saving the workflow. This organization helps in managing multiple workflows efficiently within Pabbly Connect.

Next, select the folder where you want to save this workflow. For instance, you can create a folder named ‘Microsoft Excel Automations’. After naming your workflow and selecting the folder, click on the ‘Create’ button to finalize the creation process.

• Enter a descriptive workflow name.
• Select the appropriate folder for organization.
• Click ‘Create’ to establish the workflow.

Now, your workflow is ready, and you will see two sections: Trigger and Action. The next step is to set up the trigger for this automation using Pabbly Connect.

Setting Up Trigger with Microsoft Excel

In this step, we will configure the trigger application as Microsoft Excel. This means whenever a new participant’s data is entered into your Excel sheet, Pabbly Connect will capture that information. Select ‘Microsoft Excel’ as your trigger application and choose the trigger event as ‘New Row in Worksheet’.

After selecting the trigger, click on the ‘Connect’ button to link your Microsoft Excel account with Pabbly Connect. A window will pop up prompting you to add a new connection. Click on ‘Add New Connection’ and follow the authorization steps to connect your Excel account.

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

Once connected, select the workbook and worksheet containing your participants’ details. For example, choose ‘Participants Details’ as the workbook and ‘Sheet1’ as the worksheet. Click on ‘Save and Send Test Request’ to ensure that the connection is established correctly.

Setting Up Action with Google Docs

Now that the trigger is set up, it’s time to configure the action step using Google Docs. Select ‘Google Docs’ as the action application and choose the action event ‘Create Document from Template’. This action will generate a letter of participation for each participant based on the details captured from Microsoft Excel.

After selecting the action application, click on the ‘Connect’ button to establish a connection with your Google Docs account. You will be prompted to allow access. Click on ‘Allow’ to proceed. Once authorized, you need to select the template document you created for the letters of participation.

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

Next, select the template document (e.g., ‘Letter of Participation Template’) and map the required fields such as participant’s name, event date, competition name, and contribution. This mapping allows Pabbly Connect to fill in the details automatically when a new participant is added.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of generating Google Docs from Microsoft Excel. This integration not only saves time but also ensures accuracy in creating personalized letters for participants.

By following these detailed steps, you can efficiently set up your automation to streamline event management tasks. With Pabbly Connect, you can easily integrate various applications and enhance your productivity.