Create Certificates of Recognition for Employees Using Pabbly Connect and WhatsApp

Learn how to automate the creation of employee recognition certificates and send them via WhatsApp using Pabbly Connect, Google Sheets, and Google Slides. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Automating Certificate Creation

Pabbly Connect is an essential automation tool that simplifies the process of creating certificates of recognition for employees. In this tutorial, we will explore how to integrate various applications using Pabbly Connect to automate the entire workflow. using Pabbly Connect

By using Pabbly Connect, you can seamlessly connect Google Sheets, Google Slides, and WhatsApp. This integration allows you to collect employee data, create personalized certificates, and send them directly via WhatsApp, all without manual intervention.

2. Setting Up Google Sheets with Pabbly Connect

The first step in our process is to set up Google Sheets with Pabbly Connect. Begin by logging into your Pabbly Connect account and creating a new workflow. This workflow will automate the process of capturing employee data from Google Sheets. using Pabbly Connect

To connect Google Sheets with Pabbly Connect, follow these steps:

• Open your Google Sheets and create a new spreadsheet with employee details.
• In Pabbly Connect, create a new workflow and select Google Sheets as your trigger app.
• Set the trigger event to ‘New Spreadsheet Row’ to capture data entries automatically.

Once the connection is established, any new entry in your Google Sheets will trigger the workflow in Pabbly Connect, allowing for seamless data integration.

3. Creating Certificates with Google Slides and Pabbly Connect

After setting up Google Sheets, the next step is to create the certificates using Google Slides. Pabbly Connect allows you to automate this process by using a template in Google Slides. using Pabbly Connect

To create certificates, follow these steps:

• Select Google Slides in Pabbly Connect as your action app.
• Choose the action event ‘Create Presentation from Template’.
• Map the employee details from Google Sheets to the certificate template fields in Google Slides.

By doing this, Pabbly Connect will automatically generate a personalized certificate for each employee based on the data entered in Google Sheets.

4. Saving Certificates to Google Drive and Creating Shareable Links

Once the certificates are created, they need to be saved to Google Drive. Pabbly Connect facilitates this by allowing you to specify the location where certificates will be stored. using Pabbly Connect

To save certificates and create shareable links:

Choose Google Drive as your next action app in Pabbly Connect. Select the action event ‘Share a File with Anyone’ to create a shareable link for the certificate. Map the file ID of the certificate generated in the previous step.

This process ensures that each employee receives a unique link to their certificate, which can be easily shared via WhatsApp.

5. Sending Certificates via WhatsApp Using Pabbly Connect

The final step in our automation process is sending the certificates via WhatsApp. Pabbly Connect integrates with WhatsApp through the 360 Dialog API, allowing you to send messages directly to employees. using Pabbly Connect

To send messages with certificates:

Choose 360 Dialog as your action app in Pabbly Connect. Select the action event ‘Send Template Message’ to customize the message sent to each employee. Map the mobile number and the PDF link of the certificate in the message body.

This integration allows for the automatic sending of personalized messages along with the certificate link to each employee’s WhatsApp, streamlining the recognition process.

Conclusion

In conclusion, using Pabbly Connect, you can efficiently automate the creation and distribution of employee recognition certificates. By integrating Google Sheets, Google Slides, and WhatsApp, this process not only saves time but also enhances employee appreciation. With just a few clicks, you can implement this powerful workflow in your organization.