How to Create Dynamic PDF Files using Pabbly Connect and Microsoft Excel

Learn how to automate the creation of dynamic PDF files from Microsoft Excel using Pabbly Connect in this detailed tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start, access Pabbly Connect by visiting their website. If you are a new user, you can sign up for free and get 100 free tasks every month. Existing users can log in to their accounts.

Once logged in, you will see the dashboard where you can manage your workflows. Click on the ‘Access Now’ button for Pabbly Connect to begin your automation process.

2. Creating a Workflow in Pabbly Connect

To create a workflow, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will prompt you to enter a name for your workflow.

• Enter a descriptive name for your workflow, such as ‘Creating Dynamic PDF Files from Microsoft Excel’.
• Select a folder to save your workflow.
• Click on the ‘Create’ button to finalize.

After creating your workflow, you will see two main sections: Trigger and Action. The trigger defines what starts the automation, while actions are the tasks that happen as a result. This is where Pabbly Connect facilitates the integration between applications.

3. Setting Up the Trigger in Pabbly Connect

For this integration, the trigger application will be Microsoft Excel. Click on the arrow to select Microsoft Excel as your trigger app.

Choose the event ‘New Row in Worksheet’ to capture participant details. This means whenever a new participant’s information is added to your Excel sheet, Pabbly Connect will automatically trigger the process.

• Connect to your Microsoft Excel account.
• Authorize the connection by clicking on ‘Accept’ when prompted.
• Select the workbook and worksheet that contains participant details.

Once connected, you can test the trigger to ensure it captures the data correctly. This is a crucial step in using Pabbly Connect effectively.

4. Creating the Letter of Participation Using Google Docs

Now that your trigger is set, the next step is to create a letter of participation using Google Docs. Select Google Docs as your action application and choose the event ‘Create Document from Template’.

Connect to your Google Docs account and authorize the necessary permissions. Select the template you created for the letter of participation, and map the participant’s data from the previous step to personalize the document.

Map the participant’s name and competition name using the dynamic data feature. Specify the location in Google Drive where the document will be saved. Click on ‘Save and Send Test Request’ to create the document.

Once completed, you will receive a response indicating that the document has been created. This process showcases how Pabbly Connect streamlines document generation.

5. Uploading the PDF File to Google Drive

The final step is to upload the generated PDF file to Google Drive. For this, add another action step and select Google Drive as the application.

Choose the event ‘Upload a File’ and connect your Google Drive account. Map the PDF file URL you received from the previous step to ensure the file is accessible to everyone.

Specify the folder ID where the PDF file will be uploaded. Set the file name and format as PDF. Click on ‘Save and Send Test Request’ to upload the file.

After successfully uploading, you will see the PDF file in your designated Google Drive folder. This finalizes the automation process using Pabbly Connect, allowing for efficient document management.

Conclusion

In this tutorial, we demonstrated how to automate the creation of dynamic PDF files from Microsoft Excel using Pabbly Connect. By integrating Microsoft Excel, Google Docs, and Google Drive, you can streamline your workflow and enhance productivity.