Integrating Google Docs with Airtable Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate Google Docs creation from Airtable records using Pabbly Connect. This guide covers the entire integration process step by step. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, first, access Pabbly Connect by visiting the official website. Here, you can log in to your existing account or sign up for a new account to get started. Pabbly Connect allows you to automate tasks between different applications seamlessly.

Once logged in, you will see the Pabbly Connect dashboard. From here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This step is crucial as it sets the stage for connecting Airtable and Google Docs through Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow that connects Airtable to Google Docs. Start by clicking the ‘Create Workflow’ button on the top right corner of your Pabbly Connect dashboard. Enter a name for your workflow, such as ‘Create Google Docs from Airtable’.

• Select a folder where you want to save your workflow.
• Click ‘Create’ to finalize the creation of your workflow.

After creating the workflow, you will see two sections labeled ‘Trigger’ and ‘Action’. The trigger will be set to Airtable, and the action will be set to Google Docs. This setup is essential for automating the document creation process using Pabbly Connect.

3. Setting Up the Trigger with Airtable

Now, it’s time to set up the trigger in Pabbly Connect. Select Airtable as your trigger application and choose the event as ‘New Record’. This means that every time a new record is created in Airtable, it will trigger the workflow.

Click on ‘Connect’ to establish a connection with Airtable. A new window will prompt you to add a new connection. You will need to select the base and table from your Airtable account. Make sure to grant access so that Pabbly Connect can pull the necessary data.

• Choose the base that contains your employee records.
• Select the table that holds the relevant data.
• Ensure you have a ‘Created Time’ field to capture the new record’s creation time.

Once the setup is complete, click on ‘Save and Send Test Request’ to test the connection. If successful, you will see the last created record captured in the response, confirming that the trigger is working correctly.

4. Setting Up the Action with Google Docs

After successfully setting up the trigger, proceed to configure the action step in Pabbly Connect. Select Google Docs as your action application and choose the event ‘Create Document from Template’. This allows you to generate a new document based on a pre-existing template.

To connect Google Docs, click on ‘Connect’ and authorize Pabbly Connect to access your Google account. Once connected, select the template you want to use for the welcome letter. Ensure that the template contains the necessary variables for employee details.

Map the employee’s name, joining date, and job title from the previous step. Specify a name for the new document that incorporates the employee’s name. Select the folder in Google Drive where the document will be saved.

Finally, click on ‘Save and Send Test Request’ to create the document. If successful, a new welcome letter will be generated in Google Drive, confirming the action step was executed correctly.

5. Conclusion

In this tutorial, we explored how to automate the creation of Google Docs from Airtable records using Pabbly Connect. By setting up a trigger in Airtable and an action in Google Docs, you can streamline your workflow efficiently.

This integration not only saves time but also ensures that every new employee receives a personalized welcome letter automatically. With Pabbly Connect, managing your business processes becomes simpler and more effective.