Streamline HR Candidate Approvals: Google Sheets and Slack Integration Using Pabbly Connect

Learn how to automate candidate approvals in HR using Google Sheets and Slack integration with Pabbly Connect. Step-by-step guide to streamline your workflow. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Sheets and Slack Integration

To begin automating candidate approvals, you first need to access Pabbly Connect. This tool allows you to integrate various applications, including Google Sheets and Slack, seamlessly. After signing up, log into your Pabbly Connect account and navigate to the dashboard.

Click on the ‘Create Workflow’ button to start setting up your automation. You will be prompted to name your workflow. Choose a descriptive name that reflects its purpose, such as ‘HR Candidate Approval Workflow’. This will help you easily identify it later.

2. Choosing Google Sheets as the Trigger Event

In the workflow setup, the next step is to select Google Sheets as the trigger application. This is where your HR team will input candidate data. Search for Google Sheets in the application list and select it.

• Select the trigger event as ‘New or Updated Spreadsheet Row’.
• Follow the instructions provided to connect your Google Sheets account with Pabbly Connect.
• Once connected, capture the response from the spreadsheet to ensure data is being received correctly.

This step is crucial as it allows Pabbly Connect to monitor any new entries or updates in your Google Sheets, which will trigger the subsequent actions in your workflow.

3. Sending Notifications to Slack

After setting up the trigger, the next action is to send a notification to your HR team on Slack. Choose Slack as the action application and select the ‘Send Channel Message’ event. Connect your Slack account to Pabbly Connect by selecting the appropriate token type.

• Select the channel where you want the message to be sent.
• Compose your message, including details like the candidate’s name and a note to update the approval column within 8 hours.
• Test the connection by sending a test message to ensure everything is working properly.

This integration ensures that your HR team is promptly notified about new candidates, enhancing communication and workflow efficiency.

4. Delaying Approval Check for 8 Hours

To allow time for the HR team to update the approval status, you will need to add a delay in your workflow. Use the delay feature in Pabbly Connect to pause the workflow for 8 hours after sending the initial Slack message.

Set the delay unit to hours and input the value as 8. This step is essential to ensure that the workflow does not proceed until the HR team has had sufficient time to review and approve the candidate data.

5. Finalizing Approval Notification

After the delay, the next step is to check the approval status in Google Sheets. Connect to Google Sheets again and select the ‘Get Rows’ action event to fetch the updated data.

Map the relevant fields, particularly the approval column, to ensure you receive the correct updates. If the approval status is updated, set up a condition in Pabbly Connect to send a direct message on Slack to notify the HR team about the approval status.

With this final integration, you will receive timely updates on candidate approvals, ensuring that your HR department operates smoothly and efficiently.

Conclusion

In conclusion, using Pabbly Connect to integrate Google Sheets with Slack automates the candidate approval process, saving time and enhancing collaboration within your HR team. This step-by-step guide enables you to streamline your workflow effectively.