How to Post Birthday Wishes on Slack Channel from Google Sheets Using Pabbly Connect

Learn how to post birthday wishes on a Slack channel from Google Sheets using Pabbly Connect. Step-by-step tutorial for seamless integration. 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 Integration

To post birthday wishes on a Slack channel from Google Sheets, you first need to access Pabbly Connect. Open your browser and type in Pabbly.com/connect to reach the landing page.

Here, you will see options to sign in or sign up for free. As an existing user, click on the sign-in button. If you are new, choose the sign-up option to get started. Once logged in, navigate to the dashboard by clicking on ‘Access Now’ under Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to automate birthday wishes. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. Name your workflow something like ‘Post Birthday Wishes on Slack Channel from Google Sheets’.

• Choose a folder to save your workflow, for example, ‘Auto Greetings’.
• Click on ‘Create’ to move to the next step.

After creating the workflow, you will see options for setting up triggers and actions. Pabbly Connect allows you to define these to automate your process effectively.

3. Setting Up Trigger and Action in Pabbly Connect

Now, set up the trigger for your workflow. Choose ‘Schedule by Pabbly’ to run your workflow every day at 8:00 AM. Click on ‘Save’ to schedule the workflow.

Next, you will need to fetch the current date for comparison. Select ‘Date Time Format by Pabbly’ as the action event to retrieve the current date. Choose the basic format as dd-mm-yy and click on ‘Save and Send Test Request’. You should see today’s date as a response.

• Add another action step to look up employee details in Google Sheets.
• Select Google Sheets as your action application and the action event as ‘Lookup Spreadsheet Rows’.

With Pabbly Connect, you can seamlessly fetch employee details based on their birthdays.

4. Fetching Employee Details from Google Sheets

In this step, you will connect Pabbly Connect to Google Sheets. Sign in with your Google account and allow access. Select the spreadsheet containing employee details and the specific sheet.

For the lookup column, choose the birthday column (D) to match with the current date. You will need to split the date format to ensure it matches the Google Sheets format. Use ‘Text Format by Pabbly’ to split the date into day, month, and year.

Map the date values accordingly and test the request. Process the arrays using ‘Iterator by Pabbly’ to handle multiple employee records.

This allows you to prepare the workflow for sending personalized birthday wishes through Pabbly Connect.

5. Sending Birthday Wishes on Slack Channel

Now that you have the employee details, it’s time to send birthday wishes via Slack. Search for Slack in the action application and select ‘Send Channel Message’ as the action event.

Connect Pabbly Connect to Slack by entering your Slack token. Map the employee’s email to fetch their username, which will be used to tag them in the birthday message.

Select the Slack channel where you want to send the message. Compose your birthday message and include the tagged username.

Once everything is set, click ‘Save and Send Test Request’. If successful, you will see the birthday message appear in your selected Slack channel. This confirms that your integration is working perfectly with Pabbly Connect.

Conclusion

This tutorial demonstrated how to post birthday wishes on a Slack channel from Google Sheets using Pabbly Connect. By following these steps, you can automate birthday messages effortlessly, ensuring no employee misses their special day.