Learn how to integrate Automation with PAB and WhatsApp to send personalized video messages effortlessly. Follow this detailed tutorial for seamless automation. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Introduction to Automation and PAB

Automation is a powerful tool that simplifies tasks, and when combined with PAB, it enhances efficiency. In this tutorial, we will explore how to use Automation to send personalized messages via WhatsApp.

Using PAB, we can create workflows that automatically send messages based on specific triggers. This integration allows businesses to engage with employees or clients effectively, especially for occasions like birthdays.

2. Setting Up the Workflow in PAB

To begin, log into your PAB account and navigate to the dashboard. Click on the ‘Create Workflow’ button to initiate the process. You will need to name your workflow, such as ‘Send Birthday Messages’.

After naming your workflow, you will set up the trigger and actions. The trigger will be a scheduled event that checks for birthdays in your Google Sheets. Here are the steps to follow:

  • Click on ‘Schedule’ in PAB to set the workflow frequency.
  • Choose to run the workflow daily at a specific time, e.g., 10:00 AM.
  • Save your settings to confirm the schedule.

This setup ensures that your workflow checks for birthdays every day at the designated time, making it efficient and timely.

3. Fetching Current Date and Lookup in Google Sheets

The next step involves fetching the current date to compare it with the birthdays listed in your Google Sheets. Use the PAB feature called ‘Date Time Formatter’ to retrieve the current date.

After fetching the current date, you’ll need to look up the corresponding birthday in your Google Sheets. Follow these steps:

  • Select ‘Google Sheets’ as your next action application.
  • Choose ‘Lookup Spreadsheet Row’ as the action event.
  • Connect your Google account to allow PAB to access your sheets.

Ensure you select the correct spreadsheet that contains the employee birthday data. This will allow the workflow to fetch the relevant information accurately.

4. Creating Personalized Video Messages with Be Human

Once you have the birthday data, the next step is to create personalized video messages using the Be Human application. Start by adding a new action step and selecting Be Human as your application. using Pabbly Connect

In this step, you will generate a video message. Here’s how to set it up:

Select ‘Generate Video’ as the action event in Be Human. Connect your Be Human account using the Client ID and Client Secret from your Be Human settings. Map the variables such as the name of the employee to personalize the message.

After setting up the video generation, you can add a delay to allow processing time before sending the video. This ensures that the video is ready for distribution.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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5. Sending Messages on WhatsApp and Conclusion

Finally, once the personalized video is ready, you can send it to employees via WhatsApp. This step involves adding another action in your workflow to share the generated video link.

To send the video on WhatsApp, follow these steps:

Select WhatsApp as the final action application. Map the video URL to send it to the employee’s contact number. Test the workflow to ensure that the message sends successfully.

This integration allows you to automate birthday wishes seamlessly, enhancing employee engagement. In conclusion, using PAB and Automation with WhatsApp simplifies the process of sending personalized messages, saving time and effort while making your team feel valued.