Automate Email Reminders for Employees with Pabbly Connect

Learn how to automate email reminders for employees using Pabbly Connect, Google Sheets, and Gmail to enhance productivity and ensure reports are completed on time.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Email Automation

To start sending automated email reminders to employees, first access Pabbly Connect. Open your web browser and navigate to the Pabbly website. Here, you can either sign up for a free trial or log into your existing account.

Once logged in, you will be directed to the dashboard. From here, click on the ‘Create Workflow’ button to set up your automation process. You need to name your workflow, for example, ‘Send Reminder Emails to Employees from Google Sheets Data’.

2. Schedule Email Reminders Using Pabbly Connect

In this step, you will set up the trigger for your workflow. Click on the trigger window and select ‘Scheduler by Pabbly’ as your app. This will allow you to schedule when the email reminders should be sent out. using Pabbly Connect

• Choose how often to run your workflow (e.g., daily).
• Specify the time in UTC format when you want the workflow to trigger.

For example, if you want reminders sent out every Monday at 9 AM IST, you would set the UTC time to 3:30 AM. After configuring these settings, click on ‘Save’ to proceed.

3. Connect Google Sheets to Pabbly Connect

Next, you will connect your Google Sheets where employee data is stored. Click the plus icon to add a new action and select ‘Google Sheets’ as the app. using Pabbly Connect

Choose the ‘Get Rows’ action event and then connect your Google Sheets account. You will be prompted to select the specific spreadsheet that contains employee details, such as names, email addresses, and report statuses. Make sure to input the correct range for the data.

4. Filter Employees Who Have Not Completed Reports

Now that you have connected Google Sheets, it’s time to filter the data. Use the ‘Iterator’ function in Pabbly Connect to process each row of employee data individually. This will allow you to check the status of each report. using Pabbly Connect

• Set up a filter to check if the report status is marked as ‘No’.
• Only those employees with incomplete reports will proceed to the email sending step.

After setting the filter conditions correctly, you can click on ‘Save and Send Test Request’ to ensure the filter works as expected. If the condition is true, it indicates that the employee has not completed their report, and you can proceed to the next step.

5. Send Reminder Emails Using Pabbly Connect

The final step is to set up the action that sends the reminder emails. Select ‘Gmail’ as the app and choose the action event ‘Send Email’. Connect your Gmail account to Pabbly Connect. using Pabbly Connect

Fill in the recipient’s email address and name using the data mapped from the previous steps. Craft a personalized email subject and body to remind employees about their incomplete reports. After filling out all necessary fields, click on ‘Save and Send Test Request’.

Conclusion

By following these steps, you can effectively automate email reminders for employees using Pabbly Connect. This process not only saves time but also enhances productivity by ensuring that reports are completed on schedule. Implementing this automation can greatly streamline communication within your organization.