How to Send Work Anniversary Wishes on Microsoft Teams from Google Sheets Using Pabbly Connect

Learn how to send work anniversary wishes on Microsoft Teams from Google Sheets using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send work anniversary wishes on Microsoft Teams from Google Sheets, the first step is to access Pabbly Connect. You can do this by typing ‘Pabbly.com/connect’ in your browser. This is the platform that will facilitate the integration between Google Sheets and Microsoft Teams.

Once you reach the Pabbly Connect landing page, you will find options to either sign in or sign up for free. If you’re a new user, click on the ‘Sign up for free’ button. Existing users can simply sign in. After signing in, you will be directed to the dashboard where you can create a new workflow.

2. Creating a Workflow in Pabbly Connect

After accessing your dashboard in Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located in the upper right corner. A dialog box will appear where you can name your workflow. For this integration, you might name it ‘Post Work Anniversary Wishes on Microsoft Teams from Google Sheets’.

• Click on the ‘Create’ button after naming your workflow.
• You will see a window with options for Trigger and Action.

In this window, you will set up the trigger that starts the workflow. For sending work anniversary wishes, you will need to select the trigger application as ‘Schedule by Pabbly’. This will allow you to run the workflow daily at a specified time.

3. Setting Up the Trigger for Daily Messages

To schedule the workflow, select ‘Schedule by Pabbly’ as the trigger application. Set the trigger event to run daily at 8:00 AM. This ensures that the workflow checks for work anniversaries every day at the specified time. After selecting the time, click on the ‘Save’ button to confirm your settings. using Pabbly Connect

Next, you will need to add an action step to fetch the current date. Search for ‘Date Time Formatter by Pabbly’ as your action application. Set the action event to ‘Current Date’ to retrieve today’s date in the desired format. Click ‘Connect’ and select the basic format as ‘dd-mm-yyyy’. Finally, click on ‘Save and Send Test Request’ to ensure that the current date is fetched correctly.

4. Integrating Google Sheets to Fetch Employee Data

The next step in Pabbly Connect is to integrate Google Sheets to look up employee details. Search for ‘Google Sheets’ as the action application and select ‘Lookup Spreadsheet Rows’ as the action event. Connect your Google account to Pabbly Connect to allow access to your Google Sheets.

• Select the spreadsheet named ‘Employee Details’ which contains the work anniversary dates.
• Choose the date column (D) for the lookup.

After setting up the lookup column, you will need to map the current date fetched from the previous step to compare with the dates in the Google Sheet. This mapping is crucial to ensure that the workflow identifies the correct employee whose anniversary matches the current date.

5. Sending Anniversary Wishes via Microsoft Teams

With the employee details fetched successfully, the final step involves sending the work anniversary wishes through Microsoft Teams. In Pabbly Connect, add another action step and search for ‘Microsoft Teams’ as the action application. Choose ‘Send Message in a Channel’ as the action event.

Connect your Microsoft Teams account to Pabbly Connect, and select the appropriate team and channel where you want to send the message. You can craft a personalized message that includes the employee’s name using the mapped data from the previous steps. Once your message is ready, click on ‘Save and Send Test Request’ to send a test message to verify that everything works as intended.

Conclusion

This tutorial demonstrated how to send work anniversary wishes on Microsoft Teams from Google Sheets using Pabbly Connect. By following these steps, you can automate the process and ensure that your team members receive timely and personalized messages on their special day. Utilize Pabbly Connect to streamline your workflows and enhance communication in your organization.