How to Generate Offer Letters Using Pabbly Connect with Google Sheets and Google Docs

Learn how to automate offer letter generation using Pabbly Connect, Google Sheets, Google Docs, and Slack. Step-by-step guide for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for Offer Letter Generation

To generate offer letters using Google Sheets and Google Docs, start by setting up Pabbly Connect. This integration platform allows you to automate workflows seamlessly. Visit the Pabbly Connect dashboard and create a new workflow by clicking on the ‘Create Workflow’ button.

Give your workflow a name, such as ‘Automatically Generate Offer Letters.’ Once you create this workflow, you will be presented with a trigger and action window. The trigger will be Google Sheets, and the action will involve Google Docs and Slack, all facilitated by Pabbly Connect.

Linking Google Sheets to Pabbly Connect

Next, you will link your Google Sheets to Pabbly Connect. In the trigger step, select Google Sheets and choose the trigger event as ‘New or Updated Spreadsheet Row.’ This will allow Pabbly Connect to monitor when new candidate details are added to the sheet.

After selecting the trigger event, Pabbly Connect will provide a webhook URL. Copy this URL and navigate to your Google Sheets. Go to Extensions > Add-ons > Get Add-ons, and search for ‘Pabbly Connect Webhooks.’ Install this add-on, then refresh your Google Sheets.

• Select the sheet containing candidate details.
• Paste the webhook URL in the designated field.
• Set the trigger column, usually the last column of data.

Click on ‘Send Test’ to validate the connection. Once confirmed, your Google Sheets will be successfully linked to Pabbly Connect.

Generating the Offer Letter Using Google Docs

With Google Sheets linked, the next step is to generate the offer letter in Google Docs using the data entered. In the action step of Pabbly Connect, select Google Docs and choose the action event as ‘Create Document from Template.’ This allows you to use a predefined template for the offer letter.

After connecting your Google Docs account, select the template document you prepared earlier. For the new document name, you can use dynamic fields from the previous steps, such as the candidate’s name followed by ‘Offer Letter.’ This ensures each document is uniquely named based on the candidate.

• Map the candidate’s name, address, and other details from Google Sheets.
• Ensure all dynamic fields in the template are correctly filled.
• Click ‘Save and Send Test Request’ to create the document.

Once the document is created, it will be saved in your Google Drive, and you can verify this by checking the specified folder.

Sharing the Offer Letter via Slack

The final step involves sharing the generated offer letter with your HR team on Slack. In this action step, select Google Drive and choose the action event ‘Share a File with Anyone.’ This will allow you to adjust the sharing settings of the offer letter.

Connect your Google Drive account to Pabbly Connect and map the document ID received from the previous Google Docs step. After mapping, change the sharing permissions to ensure the document is accessible to your HR team.

Select the channel on Slack where you want to send the message. Create a message that includes the candidate’s name and a link to the PDF file. Click ‘Save and Send Test Request’ to send the message.

Now, your HR team will receive a message on Slack with the link to the generated offer letter, completing the automation process.

Testing the Automation Workflow

To ensure everything functions correctly, it’s crucial to test the entire automation workflow. Enter the details of a new candidate in your Google Sheets and set the status to ‘Generate.’ This action should trigger the workflow in Pabbly Connect.

Monitor the Google Drive folder to see if the offer letter is generated. Then, check your Slack channel for the message that includes the candidate’s details and the link to the PDF offer letter.

If the status is not set to ‘Generate,’ the automation will not proceed, demonstrating the effectiveness of the filter condition you set earlier. Adjusting the status will allow you to see the complete automation in action.

Conclusion

By using Pabbly Connect, you can automate the process of generating offer letters from Google Sheets and Google Docs, sharing them seamlessly on Slack. This integration enhances efficiency and reduces manual errors in HR processes.