Automate Weekly Accountability Emails with Pabbly Connect

Learn how to send automated accountability emails to your employees and clients weekly using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start sending automated accountability emails to your employees, you first need to access Pabbly Connect. This platform is essential for integrating various applications such as Google Sheets and Gmail to streamline your workflow.

Visit the Pabbly Connect landing page and either sign in if you’re an existing user or click on the ‘Sign up free’ button to create a new account. Signing up is quick and gives you access to 100 free tasks every month.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard to create a new workflow. Click on the icon to create a new folder, naming it something like ‘Google Sheets to Gmail’ for organization.

• Click on ‘Create Workflow’.
• Name your workflow, e.g., ‘Send Accountability Emails to Employees Weekly’.
• Select the folder you created earlier.

After creating the workflow, you will set up triggers and actions. The trigger application will be ‘Schedule by Pabbly’, and the action applications will be Google Sheets and Gmail.

3. Setting Up Trigger and Action in Pabbly Connect

In this step, you’ll configure the trigger using Pabbly Connect. Select ‘Schedule by Pabbly’ as your trigger application and set it to run weekly on Mondays at 9:00 AM, based on your account’s time zone, which is Asia/Kolkata.

Next, set the action application to Google Sheets. Choose the action event ‘Get Rows’ to retrieve employee details from your Google Sheets. Connect your Google Sheets account by selecting ‘Add New Connection’ and signing in with your Google account.

• Map your spreadsheet ID, selecting the ‘Employee Details’ sheet.
• Define the range (A2 to C30) to include all necessary data.

After configuring the Google Sheets action, click on ‘Save and Send Test Request’ to ensure data retrieval works correctly.

4. Processing Data with Iterator in Pabbly Connect

After successfully retrieving data from Google Sheets, the next step is to process this data. Use the Pabbly Connect Iterator application to handle the retrieved rows. This application allows you to process each row individually.

Select the action event ‘Process Arrays’ to execute steps for each value received from the previous step. Ensure that the response from the Google Sheets step is selected automatically. Click ‘Save and Send Test Request’ to confirm the data is correctly formatted row by row.

With the data processed, you can now set up the final action to send emails via Gmail. This is where Pabbly Connect truly shines by seamlessly connecting the previous steps to automate your email sending process.

5. Sending Emails with Gmail via Pabbly Connect

To finalize the workflow, select Gmail as your action application in Pabbly Connect. Choose the action event ‘Send Email’ to send the accountability emails to your employees.

Connect your Gmail account by selecting ‘Add New Connection’ and allowing necessary permissions. Enter the recipient email address, which can be dynamically mapped from the previous iterator step. Specify the subject line, such as ‘Weekly Accountability Check-in’, and compose your email content.

Set the email content type as plain text or HTML. Click ‘Save and Send Test Request’ to send a test email.

Check your Gmail account to confirm the email was received successfully. This completes your automated workflow for sending accountability emails weekly to employees and clients using Pabbly Connect.

Conclusion

Using Pabbly Connect, you can effectively automate the process of sending accountability emails to your employees and clients weekly. This tutorial outlines the exact steps to integrate Google Sheets and Gmail for a seamless workflow.