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. Follow our step-by-step 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 Automation

To generate a transfer letter using Google Sheets and Google Docs, you first need to access Pabbly Connect. This platform is essential for automating the process of letter generation by integrating different applications seamlessly.

Start by visiting the Pabbly Connect website and signing in or creating a new account. Once logged in, navigate to the dashboard where you can create your workflow. This is where you will set up the integration between Google Sheets and Google Docs.

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect to automate the transfer letter generation. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Generate Transfer Letter’.

• Select the folder where you want to save your workflow.
• Set the trigger application as Google Sheets.
• Choose the trigger event as ‘New or Updated Spreadsheet Row’.

After setting up the trigger, you will connect Google Sheets to Pabbly Connect by copying the webhook URL provided. This URL will allow data from your Google Sheets to flow into Pabbly Connect whenever a new row is added.

3. Setting Up Google Sheets for Employee Details

Next, you will set up your Google Sheets to hold the employee details necessary for generating the transfer letter. Make sure your sheet includes fields such as employee name, email, phone number, and transfer details. using Pabbly Connect

Go to your Google Sheets, click on ‘Extensions’, and select ‘Pabbly Connect Webhook’ to configure the connection. Paste the webhook URL you copied earlier and specify the trigger column, which is typically the last column where data will be entered.

4. Integrating Google Docs with Pabbly Connect

Now it’s time to set up the action application in your workflow, which will be Google Docs. This is where the actual transfer letter will be created using a predefined template.

Select Google Docs as the action application and choose the action event as ‘Create Document from Template’. Connect your Google Docs account to Pabbly Connect and select the transfer letter template you created earlier. Fill in the required fields by mapping the data from Google Sheets, ensuring all employee details are included.

5. Making the Transfer Letter Sharable via Google Drive

After generating the transfer letter, the next step is to make it sharable. You will add another action step in Pabbly Connect using Google Drive.

Select Google Drive as the action application and choose the action event ‘Share a File with Anyone’. Connect your Google Drive account and dynamically map the file ID of the newly created document. This will allow anyone with the link to access the transfer letter.

Finally, save your workflow in Pabbly Connect and test it by adding a new employee detail in Google Sheets. A transfer letter will automatically be generated and shared via Google Drive.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate the generation of transfer letters using Google Sheets and Google Docs. By following these steps, you can streamline your HR processes efficiently.