How to Get Employees Daily Report on WhatsApp Using Pabbly Connect

Learn how to automate daily employee reports to WhatsApp using Pabbly Connect with Gmail and WhatsApp Cloud API integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Employee Reports

To automate the process of getting daily employee reports on WhatsApp, you first need to set up Pabbly Connect. Start by signing up for a free account on the Pabbly Connect landing page. This platform allows you to create automated workflows without any coding skills.

Once signed up, log into your Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button. You can name your workflow, such as ‘Employee Reports’. This workflow will facilitate the integration between Gmail and WhatsApp, allowing you to receive daily reports from employees.

2. Integrating Gmail with Pabbly Connect Using Email Parser

For the integration, you will utilize the Email Parser feature of Pabbly Connect. Select the Email Parser as your trigger application. This feature will monitor your Gmail inbox for incoming emails containing employee reports.

• Select Email Parser from the trigger options.
• Copy the email parser address generated by Pabbly Connect.
• Add this address as a forwarding address in your Gmail settings.

After adding the forwarding address, Gmail will send a test email to your Pabbly Connect Email Parser. This is essential for verifying that the integration is set up correctly and will allow the automation to function as intended.

3. Filtering Reports for Relevant Notifications

Once the Email Parser is set up, the next step is to filter the incoming emails to ensure that only relevant employee reports trigger notifications. Using the filter feature in Pabbly Connect, you can specify conditions for the emails you want to process.

• Select the filter option in your action step.
• Choose the subject label from the previous step.
• Set the filter condition to ‘contains’ and enter ’employee report’.

This filter ensures that only emails with the subject containing ’employee report’ will proceed to the next step, thereby reducing unnecessary notifications and focusing on actual reports.

4. Formatting the Report Data for WhatsApp

After filtering the reports, you will need to format the data extracted from these emails before sending it to WhatsApp. This is done using the Text Formatter feature in Pabbly Connect. This feature allows you to parse specific details from the email body.

For instance, you can extract the employee’s name, the number of tasks assigned, and the number of tasks completed. You will need to set up multiple text parsing steps to achieve this:

Map the body text from the previous step into the text parser. Specify the keywords to extract relevant data. Clone the text parser step for each data point you want to extract.

By using the Text Formatter, you can create a structured summary of the report that will be sent via WhatsApp.

5. Sending the Formatted Reports to WhatsApp

Finally, to send the formatted report summary to WhatsApp, you will use the WhatsApp Cloud API feature in Pabbly Connect. This step requires that you have already set up your WhatsApp Cloud API account and obtained the necessary access tokens.

In the action step, select WhatsApp Cloud API and choose the action event as ‘Send Template Message’. Connect your WhatsApp Cloud API account by entering your access token, phone number ID, and business account ID. After connecting, you can map the formatted report data into the message template:

Select the message template you created for employee reports. Map the employee details into the template fields. Send a test message to verify the setup.

Once this step is complete, you will receive daily summaries of your employees’ reports directly on WhatsApp, streamlining your workflow and enhancing communication.

Conclusion

In this tutorial, we demonstrated how to automate the process of getting daily employee reports on WhatsApp using Pabbly Connect. By integrating Gmail and WhatsApp Cloud API, you can efficiently manage employee communications and stay updated on their daily tasks.

This integration not only saves time but also ensures that you receive important updates instantly. With Pabbly Connect, setting up such automations is straightforward and requires no coding skills.