How to Post Work Anniversary Wishes on Slack Channel from Google Sheets Using Pabbly Connect

Learn how to automate posting work anniversary wishes on Slack from Google Sheets using Pabbly Connect. Step-by-step guide to streamline your workflow. 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 post work anniversary wishes, you first need to access Pabbly Connect. Open your browser and type in Pabbly.com/connect to reach the landing page.

Here, you will find options to sign in or sign up for free. If you’re a new user, click on the ‘Sign up for free’ button. Existing users can sign in directly. Remember, each month you receive 100 tasks for free!

2. Creating a Workflow in Pabbly Connect

Once signed in, navigate to the dashboard of Pabbly Connect. To create a new workflow, click on the ‘Create Workflow’ button in the top right corner. A dialog box will appear.

• Name your workflow, for example, ‘Post Work Anniversary Wishes on Slack Channel from Google Sheets’.
• Choose a folder to save your workflow, like ‘Auto Greetings’.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see a window with options for trigger and action, essential for setting up your automation.

3. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger using Pabbly Connect. Select ‘Schedule by Pabbly’ as your trigger application. This will allow you to automate sending messages daily.

Set the schedule to run every day at 8:00 a.m. and click ‘Save’. This ensures that your workflow checks for work anniversaries at the specified time daily.

4. Fetching Data from Google Sheets

Next, you will fetch the current date using the ‘Date Time Formatter’ by Pabbly Connect. This step is crucial to match the current date with the work anniversaries listed in your Google Sheets.

• Select the format as ‘DD-MM-YY’ and click ‘Save and Send Test Request’.
• Now, add another action and choose ‘Google Sheets’ to lookup the spreadsheet rows.

Connect your Google account and select the spreadsheet containing employee details. Specify the lookup column for the work anniversary date, which should be column D.

5. Sending Work Anniversary Wishes to Slack

Finally, it’s time to send the wishes on Slack. Add another action step in Pabbly Connect and select Slack as your action application. Choose the action event ‘Send Channel Message’.

Connect to Slack, and select the channel where you want to send the message. Compose your message, including the employee’s name using mapped data from the previous steps. Click ‘Save and Send Test Request’ to send the message.

Conclusion

Using Pabbly Connect, you can efficiently automate posting work anniversary wishes from Google Sheets to Slack. This integration streamlines your workflow and ensures timely recognition of employee milestones.