Streamline Offboarding: Automate Resignation Acceptance Letters with Pabbly Connect

Learn how to automate resignation acceptance letters using Pabbly Connect with Google Sheets and Gmail for efficient offboarding. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To streamline offboarding, we start by accessing Pabbly Connect. This powerful integration platform allows us to connect Google Sheets, Google Docs, and Gmail seamlessly.

Open a new tab and visit the Pabbly Connect website. If you are a new user, sign up for a free account to get started. Existing users can simply log in to access their dashboard.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow as ‘Automate Resignation Acceptance Letters with Google Sheets and Gmail’ and select the appropriate folder.

In this workflow, we will set Google Sheets as the trigger application. The trigger event will be ‘New or Updated Spreadsheet Row.’ This means whenever a new entry is made, the workflow will activate.

• Select Google Sheets as the trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the generated webhook URL for later use.

After setting up the trigger, we will connect our Google Sheets document to Pabbly Connect using the webhook URL. This step is crucial for the automation to work effectively.

3. Configuring Google Sheets with Pabbly Connect

In Google Sheets, open the document where you will input employee resignation details. Click on ‘Extensions,’ then ‘Add-ons,’ and select ‘Get Add-ons.’ Search for ‘Pabbly Connect Webhooks’ to install it.

Once installed, navigate back to ‘Extensions’ and find ‘Pabbly Connect Webhooks.’ Click on ‘Initial Setup’ and paste the webhook URL you copied earlier. Set the trigger column to the final data column, typically the last filled column.

• Paste the webhook URL in the setup.
• Select the trigger column where data will be entered.
• Submit the setup and test the connection.

After testing, if successful, the data from Google Sheets will be captured in Pabbly Connect, confirming that the trigger is operational.

4. Creating Documents and PDFs with Google Docs and Drive

Next, we will set Google Docs as the action application in Pabbly Connect. Choose the action event ‘Create Document from Template’ to generate resignation acceptance letters based on a pre-designed template.

Connect your Google Docs account, select the resignation acceptance letter template, and map the employee’s name to create a personalized document. After mapping the necessary fields, save the action.

Select Google Docs as the action application. Map employee details to the document template. Save the document and test the action.

Once the document is created, we will use Google Drive to convert it into a PDF format. This step is essential for sending the document via email later.

5. Sending Emails with Gmail through Pabbly Connect

Finally, select Gmail as the last action application in Pabbly Connect. Choose the action event ‘Send Email’ to dispatch the resignation acceptance letter to the employee’s email address.

Connect your Gmail account and map the recipient’s email from Google Sheets. Fill in the subject and body of the email, ensuring to include dynamic fields for personalization.

Select Gmail as the action application. Map the recipient’s email and document link. Send a test email to verify functionality.

After testing, if successful, employees will receive their resignation acceptance letters as PDFs in their inboxes, completing the automation process.

Conclusion

By utilizing Pabbly Connect, you can efficiently automate resignation acceptance letters using Google Sheets and Gmail. This streamlined process enhances offboarding and ensures timely communication with employees.