How to Get Task Summary from Pabbly Connect via Email

Learn how to automate task summaries via email using Pabbly Connect. This detailed tutorial walks you through the integration with Facebook, YouTube, and Gmail. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Task Summary Automation

To start automating task summaries via email, you need to access Pabbly Connect. Begin by logging into your Pabbly Connect account to set up the integration.

Once logged in, navigate to the dashboard where you can view your workflows. Here, you can also monitor task usage based on workflows. This is essential for tracking how many tasks are being consumed in your Pabbly Connect account.

2. Setting Up the Workflow in Pabbly Connect

Next, you’ll set up a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Task Usage Summary’. This name will help you identify the automation later.

• Click on ‘Create’.
• Select the trigger event as ‘Schedule’.
• Set it to run daily at your preferred time, e.g., 9 AM.

After setting the schedule, you will need to configure the action step to fetch the task usage summary from your Pabbly Connect account. This step is crucial for receiving the summary via email.

3. Fetching Task Usage Summary with Pabbly Connect Manager

In this step, you will use the Pabbly Connect Manager to fetch the task usage summary. In the action window, search for and select ‘Pabbly Connect Manager’ as your app. using Pabbly Connect

Choose the action event as ‘Tasks Usage Summary’ and connect your Pabbly account using the API token found in your account settings. This connection allows Pabbly Connect to access your task data securely.

• Select the specific workflow you want to track.
• Map the date range for which you want the summary.
• Click ‘Save and Send Test Request’ to verify the setup.

Once the test request is successful, you will receive the task usage details for the selected workflow.

4. Sending the Task Summary via Gmail

To send the task summary via email, you will need to add another action step in your Pabbly Connect workflow. Select ‘Gmail’ as the app and choose the action event ‘Send Email’.

Connect your Gmail account to Pabbly Connect by following the prompts. Enter the recipient’s email address where you want to receive the task summary. You can also customize the sender’s name, subject line, and email body.

Map the data fields from the task usage summary into the email body. Include details like total tasks executed, paid tasks, and free tasks consumed. Click ‘Save and Send Test Request’ to ensure the email is sent successfully.

After sending the test email, check your inbox to confirm the task summary has been received correctly.

5. Conclusion: Automating Task Summaries with Pabbly Connect

In conclusion, using Pabbly Connect to automate task summaries via email is a straightforward process. By following the steps outlined above, you can easily set up a workflow that sends daily summaries of task usage to your email.

This automation not only saves time but also helps you keep track of your task consumption effectively. With Pabbly Connect, you can integrate various applications to streamline your workflows and enhance productivity.