How to Generate Transfer Letter Using Google Sheets & Google Docs with Pabbly Connect

Learn how to automate the generation of transfer letters using Google Sheets and Google Docs with Pabbly Connect. Step-by-step guide included. 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 Automation

To start generating transfer letters using Google Sheets and Google Docs, you first need to access Pabbly Connect. This integration platform allows you to automate tasks without coding. Simply visit the Pabbly website and sign in or create a free account.

Once logged in, click on the Pabbly Connect option. Here, you can create a new workflow by clicking on the Create Workflow button. Name your workflow, for example, ‘Generate Transfer Letter,’ and select the appropriate folder to save it. This initial setup is crucial for organizing your automated tasks.

2. Setting Up Google Sheets as the Trigger

In this step, you will set Google Sheets as the trigger application in Pabbly Connect. Select Google Sheets from the trigger application options. The trigger event should be set to New or Updated Spreadsheet Row.

• Select the Google Sheets app as your trigger.
• Choose the event as New or Updated Spreadsheet Row.
• Connect your Google Sheets account to Pabbly Connect.

After connecting, copy the generated webhook URL. In your Google Sheets, go to Extensions and select the Pabbly Connect Webhook add-on to set up the initial configuration. Paste the webhook URL and set the trigger column to the last data entry column. This will ensure that any new data added will trigger the workflow.

3. Creating Transfer Letter Using Google Docs

After setting up Google Sheets, the next step is to create the transfer letter using Google Docs templates. In Pabbly Connect, select Google Docs as the action application. Choose the action event as Create Document from Template.

Connect your Google Docs account to Pabbly Connect. Then, select the template you have created for the transfer letter. You will need to map the fields from Google Sheets to the template variables in Google Docs. This mapping process will ensure that the employee details are filled in correctly.

• Select the transfer letter template from Google Docs.
• Map employee details like name, designation, and transfer date from Google Sheets.
• Name the document using the employee’s name and ‘Transfer Letter’.

After mapping the necessary fields, save the document in your chosen Google Drive folder. This process automatically creates a new transfer letter each time a new row is added to Google Sheets.

4. Making the Transfer Letter Sharable

Once the transfer letter is created, you will want to make it sharable. For this, add another action step in Pabbly Connect and select Google Drive as the action application. Choose the action event as Share a File with Anyone.

Connect Google Drive to Pabbly Connect if not already done. Map the document ID generated from the previous step to make the file sharable. This allows anyone with the link to access the transfer letter.

Select the document ID for the file you just created. Set sharing permissions to allow anyone with the link to view the document. Save the action to finalize the sharing settings.

Now your transfer letter is sharable, making it easy to distribute to employees or managers who need to access it.

5. Saving the Transfer Letter as a PDF

The final step in this process is to save the transfer letter as a PDF file in Google Drive. In Pabbly Connect, add another action step and select Google Drive. Choose the action event as Upload a File.

Map the PDF link generated from the previous action to upload the file into a specific folder in Google Drive. This ensures that the transfer letter is not only sharable but also stored in a secure, non-editable format.

Use the PDF link from the share file action. Specify the folder ID where you want to save the PDF. Name the PDF file using the employee’s name and ‘Transfer Letter PDF’.

After saving, you will receive a confirmation that the PDF has been uploaded successfully. This completes the automated process of generating and sharing transfer letters using Google Sheets and Google Docs through Pabbly Connect.

Conclusion

In this tutorial, we covered how to generate transfer letters using Google Sheets and Google Docs with Pabbly Connect. By automating this process, you can save time and ensure accuracy in employee documentation. This integration not only streamlines your workflow but also enhances productivity.