How to Send Monthly Email Reminder via Gmail Using Pabbly Connect

Learn how to automate sending monthly email reminders via Gmail using Pabbly Connect. Follow our step-by-step guide for seamless integration. 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. Access Pabbly Connect to Automate Email Reminders

To send a monthly email reminder via Gmail, first access Pabbly Connect. Sign in to your Pabbly Connect account and navigate to the dashboard. Here, you will find options to create a new workflow.

Click on the ‘Create Workflow’ button. A prompt will appear asking for a name; you can name it ‘Send Monthly Emails with Gmail’. After naming, click on the ‘Create’ button to proceed to the workflow setup.

2. Setup Scheduler in Pabbly Connect

The first step in your automation is to set up a scheduler using Pabbly Connect. This scheduler will trigger the email to be sent monthly. Select ‘Scheduler’ as your trigger application.

• Choose ‘Every Month’ from the options.
• Specify the day of the month; for instance, select the 5th.
• Set the time in UTC format, e.g., 12:00 AM.

After setting up the scheduler, click on ‘Save’. This ensures that every 5th of the month at midnight, the email reminder will be triggered automatically.

3. Connect Gmail with Pabbly Connect

Next, you will connect Gmail to Pabbly Connect for sending the email. Choose ‘Gmail’ as the action application. Click on ‘Add New Connection’ to initiate the linking process.

You will be prompted to select your Google account. Choose the appropriate account and click ‘Allow’ to grant necessary permissions. This connection allows Pabbly Connect to send emails on your behalf.

4. Draft Your Monthly Email Reminder

Now that Gmail is connected to Pabbly Connect, it’s time to draft your email reminder. In the recipient email address field, enter the email of the manager or the intended recipient.

• Input the subject line, e.g., ‘Monthly Compilation’.
• Draft the body of the email with your reminder message.
• You can add CC or BCC if needed.

Once your email is drafted, click on ‘Save and Send Test Request’ to verify that the email is sent correctly. Check your Gmail to confirm receipt of the test email.

5. Finalize Your Automation with Pabbly Connect

With your email reminder drafted and tested, you can finalize the automation in Pabbly Connect. Ensure all settings are correct, and close the workflow settings window.

This setup ensures that every month, on the specified date, your email reminder will be sent automatically to your recipient. You can always revisit Pabbly Connect to make adjustments or monitor the workflow.

Conclusion

In summary, using Pabbly Connect to send monthly email reminders via Gmail simplifies your communication process. By following the steps above, you can automate your reminders effectively, ensuring timely notifications without manual effort.