Automate Document Creation with Trigger and P Connect Now Using Pabbly Connect

Learn how to automate document creation using Trigger and P Connect Now with Google Docs and Sheets in this detailed tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Trigger with P Connect Now

To begin automating document creation using P Connect Now, you first need to establish a connection with Google Sheets. This connection will act as a trigger for your automation process. Start by opening your browser and searching for P Connect Now, then sign in or create a new account if you don’t have one.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow to reflect its purpose, such as ‘Automatically Create Documents using Google Docs with Criteria Based Choices.’ Select the appropriate folder where you want to save this workflow and click ‘Create’ to proceed.

2. Configuring Google Sheets as a Trigger

In this section, you will set up Google Sheets as your trigger application within P Connect Now. After creating your workflow, you will see options for trigger and action. Search for Google Sheets and select it as your trigger application.

• Choose ‘New or Updated Spreadsheet Row’ as your trigger event.
• Copy the provided VAB URL, which will connect Google Sheets with P Connect Now.
• Go to your Google Sheets, navigate to Extensions, and select P Connect Vooks to set up the connection.

After pasting the VAB URL in the initial setup, specify the trigger column, which is the last data entry column. For example, if your last column is G for project budget, select that as your trigger column. Click ‘Send Test’ to verify the connection.

3. Creating Documents with Google Docs

Now that you have configured Google Sheets as a trigger, it’s time to set up Google Docs as the action application. This will allow you to create documents based on the data received from Google Sheets. In your workflow, add a new action step and select Google Docs. using Pabbly Connect

Choose ‘Create Document from Template’ as your action event and connect Google Docs with P Connect Now. Select the template you want to use for your proposals, such as a marketing project proposal template. You will map the necessary fields like client name, date, and email from the Google Sheets response to the corresponding fields in your Google Docs template.

• Map the client name from the response to the document.
• Specify the document location in Google Drive where the new document will be saved.
• Click ‘Send Test’ to ensure the document is created successfully.

By completing this setup, you can automatically generate proposals based on the criteria defined in your Google Sheets.

4. Setting Up Conditional Routes for Different Projects

In this step, you will set up conditional routes in P Connect Now to handle different project types, such as marketing and IT projects. You can create a router by selecting ‘Router by P’ in your action steps. using Pabbly Connect

For the first route, rename it to ‘Marketing’ and set the filter to check if the project type equals ‘Marketing.’ This will ensure that whenever a new response is received with the marketing criteria, the corresponding proposal will be generated automatically. Save and test this route.

Create a second route for IT projects, following the same steps. Change the filter value in the second route to ‘IT’ to capture those project requests. Map the IT project template to the second route.

After setting up both routes, you can now automatically create proposals for both marketing and IT projects based on the incoming data.

5. Testing the Automation Process

With everything set up, it’s time to test your automation process. Add a new entry in your Google Sheets for a marketing project or an IT project and observe how the automation works. Ensure that all required fields are filled out correctly.

Upon entering the details, check your Google Drive folder to see if the new document has been created. For example, if you entered a marketing project for ‘Demo Company’ with the name ‘Michael Caris,’ you should see a document titled ‘Demo Company Marketing Project Proposal’ generated automatically.

Repeat this process for an IT project to confirm that both routes are functioning correctly and that the appropriate documents are created based on the project type. This demonstrates the effectiveness of using P Connect Now for automating document creation with Google Docs.

Conclusion

In this tutorial, we explored how to automate document creation using Trigger, P Connect Now, and Google Docs. By setting up triggers and actions, you can streamline your workflow and ensure consistent proposals for different project types. This automation saves time and enhances efficiency in document management.