How to Create Google Docs from Airtable Using Pabbly Connect

Learn how to automate Google Docs creation from Airtable records using Pabbly Connect. A step-by-step guide to streamline your workflow! This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Google Docs from Airtable, the first step is accessing Pabbly Connect. Begin by navigating to the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and receive 100 free tasks each month.

After signing in, you will see the Pabbly Connect dashboard. Here, you will find various applications available for integration. Click on the ‘Access Now’ button under Pabbly Connect to start setting up your workflow.

2. Creating a Workflow in Pabbly Connect

Once you are inside Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear asking for a workflow name. Enter a descriptive name, such as ‘Create Google Docs from Airtable’.

• Name your workflow appropriately.
• Select a folder to save the workflow.
• Click on ‘Create’ to finalize your workflow setup.

After creating the workflow, you will see two sections: Trigger and Action. The trigger is the event that starts the workflow, while the action is what happens as a result. In this case, the trigger will be a new record in Airtable.

3. Setting Up the Trigger from Airtable

To set up the trigger in Pabbly Connect, select Airtable as the trigger application. For the trigger event, choose ‘New Record’. This means that whenever a new record is added to Airtable, it will trigger the workflow.

Next, click on ‘Connect’ to link your Airtable account with Pabbly Connect. You may need to authorize the connection by selecting the base that contains the employee details, which is crucial for the workflow to function correctly.

• Choose the base containing your employee records.
• Grant access to allow Pabbly Connect to access your data.
• Ensure you have a ‘Created’ field in your Airtable for capturing timestamps.

Once the trigger is set, click on ‘Save and Send Test Request’ to confirm that Pabbly Connect captures the latest record from Airtable successfully.

4. Setting Up the Action to Create Google Docs

After configuring the trigger, the next step involves setting up the action. Select Google Docs as the action application in Pabbly Connect. Choose the action event ‘Create Document from Template’. This allows you to generate a new document using a predefined template.

Connect your Google Docs account to Pabbly Connect by clicking on ‘Connect’ and authorizing the necessary permissions. After this, select the template you want to use for the welcome letter from your Google Docs.

Select the welcome letter template created in Google Docs. Map the employee’s name to the document’s title. Specify the folder in Google Drive where the document will be saved.

Fill in the required fields by mapping the data from the Airtable record to the variables in your Google Docs template. This ensures that the document reflects the correct employee details.

5. Testing the Integration and Finalizing the Setup

To test the integration, click on ‘Save and Send Test Request’ in Pabbly Connect. If everything is set up correctly, you will receive a positive response indicating that a new document has been created in your Google Drive.

Check your Google Drive folder to confirm that the welcome letter for the employee has been generated successfully. The document should include the employee’s name, joining date, and job title as specified in your template.

This automation between Airtable and Google Docs using Pabbly Connect allows you to streamline your onboarding process efficiently. You can now create customized welcome letters automatically whenever a new employee record is added to Airtable.

Conclusion

In this tutorial, we explored how to create Google Docs from Airtable using Pabbly Connect. By following these steps, you can automate document creation and enhance your workflow efficiency. This integration saves time and ensures accuracy in your employee onboarding process.