How to Automatically Generate Salary Slips from Google Sheets using Pabbly Connect

Learn how to automate the creation of salary slips from Google Sheets using Pabbly Connect. This detailed guide covers every step of the process. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Sheets Integration

To start automating salary slip generation, first visit Pabbly Connect and log in to your account. If you don’t have an account, you can sign up for free. Once logged in, create a new workflow by clicking on the ‘Create Workflow’ button.

When prompted, give your workflow a name, such as ‘Google Sheets to Google Docs Salary Slip Automation’. This will help you identify the workflow later. After naming it, click on the ‘Create’ button to proceed to the workflow setup page.

2. Connecting Google Sheets as the Trigger Application

In the trigger setup, select Pabbly Connect as the application. For the trigger event, choose ‘New Row in Spreadsheet’. This means that every time a new row is added in your Google Sheets, the workflow will be triggered.

• Select Google Sheets as the trigger application.
• Choose ‘New Row in Spreadsheet’ as the trigger event.
• Connect your Google account to allow Pabbly Connect to access your sheets.

Once connected, you will receive a webhook URL. This URL is crucial for linking your Google Sheets with Pabbly Connect. Follow the instructions provided to set up your Google Sheets integration correctly.

3. Creating the Salary Slip Template in Google Docs

Next, you need to create a salary slip template in Google Docs. This template should include placeholders for employee details, such as name, salary, and position. Use double curly braces (e.g., {{EmployeeName}}) for each variable that will change.

After creating the template, return to Pabbly Connect and add a new action step. Select Google Docs and choose the action event ‘Create Document from Template’. Connect your Google account again if prompted.

4. Mapping Employee Data to the Salary Slip Template

In the action setup for Google Docs, you will need to map the employee data from your Google Sheets to the placeholders in your salary slip template. For example, map {{EmployeeName}} to the name field from your Google Sheets data. using Pabbly Connect

• Map the employee’s name from Google Sheets to the {{EmployeeName}} placeholder.
• Map the salary to the {{Salary}} placeholder.
• Map the position to the {{Position}} placeholder.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to create a test salary slip. Check your Google Drive to confirm that the salary slip was created correctly.

5. Sending the Salary Slip via Email

Finally, to send the generated salary slip to the employee, add another action step in Pabbly Connect and select Gmail as the application. Choose ‘Send Email’ as the action event.

In the email setup, map the employee’s email address from Google Sheets to the recipient field. Include a subject line like ‘Your Salary Slip’ and attach the generated salary slip document using the document link from the previous step.

Click on ‘Save and Send Test Request’ to send a test email. Verify that the employee receives the email with the attached salary slip in their inbox.

Conclusion

By using Pabbly Connect, you can automate the entire process of generating and sending salary slips from Google Sheets to employees effortlessly. This integration saves time and reduces manual errors, making payroll management more efficient.