How to Generate Report Cards using Google Sheets & Google Docs with Pabbly Connect

Learn how to automate report card generation using Google Sheets and Google Docs through Pabbly Connect. Follow this step-by-step tutorial 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

1. Accessing Pabbly Connect for Report Card Generation

To generate report cards using Google Sheets and Google Docs, the first step is accessing Pabbly Connect. This platform enables seamless integration between various applications, allowing you to automate tasks efficiently.

Begin by visiting the Pabbly Connect website. If you are new, you can sign up for free and receive 100 free tasks each month. Existing users should sign in to their accounts to access the dashboard.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will appear, prompting you to name your workflow.

• Enter a descriptive name for your workflow, such as ‘Generate Report Cards using Google Sheets and Google Docs’.
• Select a specific folder to save this workflow, for instance, ‘Google Docs Automations’.
• Click on the ‘Create’ button to finalize the workflow creation.

After creating the workflow, you will see two main sections labeled ‘Trigger’ and ‘Action’. Setting up these components is essential for the automation process.

3. Setting Up the Trigger in Pabbly Connect

To set up the trigger for your workflow, select ‘Google Sheets’ as the trigger application. The trigger event should be set to ‘New or Updated Spreadsheet Row’. This ensures that whenever you enter or update student details in Google Sheets, Pabbly Connect captures the information.

After selecting the trigger, Pabbly Connect provides a unique webhook URL. Copy this URL, as it will be needed to connect Google Sheets with Pabbly Connect.

• Open your Google Sheets document where student results are stored.
• Navigate to ‘Extensions’ > ‘Add-ons’ > ‘Get Add-ons’.
• Search for ‘Pabbly Connect Webhooks’ and install it.

After installation, go back to ‘Extensions’ > ‘Pabbly Connect Webhooks’ and select ‘Initial Setup’. Paste the copied webhook URL and set the trigger column to the final data column where student details will be entered.

4. Setting Up the Action Step in Pabbly Connect

In this step, you will configure the action to create a report card using Google Docs. Select ‘Google Docs’ as the action application and choose the event ‘Create Document from Template’. This allows you to generate a report card based on a pre-designed template.

Connect Google Docs to Pabbly Connect by clicking on ‘Add New Connection’ and signing in with your Google account. Once connected, select the template document you created for the report cards.

Map the student’s name to the document name, ensuring it starts with the student’s name. Specify the location in Google Drive where the report card should be saved. Map all relevant student details to their respective fields in the template.

After mapping the data, click on ‘Save and Send Test Request’. This will create the report card in Google Docs and provide a document ID in the response.

5. Updating Google Sheets with Report Card Links

Now that the report card is created, the final step is to update your Google Sheets with the link to the generated report card. Add another action step in your workflow and select ‘Google Sheets’ as the application, with the action event set to ‘Update Row’.

Connect to Google Sheets again and specify the spreadsheet and sheet you want to update. Map the row index received from the previous step and find the field for the report card link.

Select the report card link generated in PDF format. Click on ‘Save and Send Test Request’ to update the spreadsheet.

Upon successful execution, the link to the report card will be added to the designated cell in your Google Sheets, completing the automation process. This integration using Pabbly Connect ensures that report cards are generated and updated effortlessly.

Conclusion

This tutorial demonstrates how to efficiently generate report cards using Google Sheets and Google Docs through Pabbly Connect. By following these steps, you can automate the process and save valuable time, ensuring accurate documentation for student performance.