Create & Send Dynamic Offer Letters to Employees on Form Submission Using Pabbly Connect

Learn how to create and send dynamic offer letters to employees using Pabbly Connect with Google Docs and other applications. Follow this step-by-step guide! 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. Introduction to Pabbly Connect for Dynamic Offer Letters

In this section, we will explore how to use Pabbly Connect to create and send dynamic offer letters to employees upon form submission. Pabbly Connect serves as the central automation platform that integrates various applications seamlessly.

By utilizing Pabbly Connect, you can automate the process of generating offer letters using Google Docs and sending them via Gmail. This not only saves time but also ensures accuracy in documentation.

2. Setting Up Pabbly Connect Integration

To begin, log in to your Pabbly Connect account and create a new workflow. This will be the foundation for integrating Google Forms and Google Docs. Start by selecting the trigger application, which in this case is Google Forms.

• Choose ‘Google Forms’ as your trigger app.
• Select the trigger event, typically ‘New Form Response’.
• Connect your Google account and authorize Pabbly Connect to access your forms.
• Choose the specific form from which the data will be pulled.

Once the trigger is set, you can proceed to set up the action step where the offer letter will be generated. This is where Pabbly Connect shines by linking Google Docs to create a dynamic document.

3. Creating Dynamic Offer Letters in Google Docs

After setting up the trigger, the next step involves creating the dynamic offer letter template in Google Docs. Use Pabbly Connect to automatically populate the template with data from the Google Form submission.

To create the template, follow these steps:

• Open Google Docs and create a new document.
• Design your offer letter layout, including placeholders for dynamic fields.
• Save the document in Google Drive for easy access.

With the template ready, return to Pabbly Connect to link the Google Docs action. Select the action event as ‘Create Document from Template’ and specify the template you just created. This allows Pabbly Connect to fill in the dynamic information based on the form responses.

4. Sending Offer Letters via Gmail

Once the dynamic offer letter is created, the next step is to send it to the respective employee via Gmail. In this part of the workflow, Pabbly Connect will facilitate the integration with Gmail for sending emails.

To set up the email sending action, follow these steps:

Choose ‘Gmail’ as the action app in Pabbly Connect. Select the action event as ‘Send Email’. Connect your Gmail account and authorize access. Fill in the email fields, including the recipient’s address and the dynamic offer letter link.

After configuring the email settings, you can test the workflow to ensure that the offer letter is sent correctly. This step showcases how Pabbly Connect efficiently automates the sending process, streamlining your hiring workflow.

5. Final Setup and Testing the Workflow

The final step involves testing the entire workflow to ensure that everything functions as expected. In this phase, Pabbly Connect allows you to verify each step of the integration.

To test the workflow, submit a test response through the Google Form and monitor the actions in Pabbly Connect. Check for the following:

Ensure the dynamic offer letter is generated in Google Docs with the correct information. Verify that the email is sent to the correct recipient with the offer letter attached. Check for any errors in the Pabbly Connect dashboard.

By following these steps, you can confidently implement the dynamic offer letter process using Pabbly Connect, ensuring a smooth and efficient hiring process.

Conclusion

In conclusion, using Pabbly Connect to create and send dynamic offer letters significantly enhances the efficiency of your hiring process. By integrating Google Forms, Google Docs, and Gmail, you can automate documentation and communication seamlessly.

This tutorial provides a clear path to streamline your workflow, enabling you to focus on what truly matters—finding the right candidates for your organization.