How to Get Employees Weekly Report on WhatsApp Automatically Using Pabbly Connect

Learn how to automate employee weekly reports to WhatsApp using Pabbly Connect. This detailed tutorial walks you through each step for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To get started with automating weekly reports to WhatsApp, you will first need to access Pabbly Connect. This platform allows you to create workflows that connect different applications seamlessly.

Begin by signing up for a free account on the Pabbly Connect landing page. After signing in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow, for instance, ‘Weekly Employee Reports on WhatsApp’, and click on the ‘Create’ button to proceed.

2. Scheduling Weekly Reports with Pabbly Connect

In this section, you will set up a scheduler in Pabbly Connect to automate the sending of weekly reports. Select the ‘Scheduler’ module as your trigger application. This feature allows you to specify how often you want the workflow to run.

• Choose the frequency as ‘Weekly’.
• Select the day of the week, for example, ‘Saturday’.
• Set the time you want the report to be sent, ensuring it aligns with your time zone.

After configuring these settings, click on ‘Save’ to finalize the scheduling. This setup ensures that the workflow will run automatically every Saturday at your specified time.

3. Collecting Employee Reports via Google Forms

Next, you will need to collect the weekly reports from employees using Google Forms. Create a Google Form that includes fields for employee details, such as name, WhatsApp number, designation, email address, weekly goals, and accomplishments.

In Pabbly Connect, add a new action step and select ‘Google Sheets’ as your application. Choose the action event ‘Get Rows’ to retrieve data from the Google Sheets linked with your Google Form.

• Connect your Google account and grant necessary permissions.
• Select the spreadsheet where your Google Form responses are collected.
• Specify the data range for dynamic retrieval of responses.

After mapping these fields, click on ‘Save’ and send a test request to ensure that data is being fetched correctly from the Google Sheets.

4. Sending Reports to WhatsApp Using Pabbly Connect

Now that you have the employee data, it’s time to send the reports via WhatsApp. Add another action step in Pabbly Connect and select ‘WhatsApp Cloud API’ as your application. Choose the action event ‘Send Template Message’ to configure the message structure.

Before sending the message, ensure that you have set up your WhatsApp Cloud API and created a message template. Map the fields from your Google Sheets responses to the WhatsApp message template, including employee names and their accomplishments.

Input the WhatsApp number formatted without the plus sign. Map the body fields to personalize the message for each employee.

Click on ‘Save’ and send a test request to verify that the message is sent successfully to WhatsApp. You should see the report summary appear in your WhatsApp chat.

5. Finalizing Automation in Pabbly Connect

To complete your automation setup, you need to handle different scenarios based on employee performance. Use the ‘Router’ feature in Pabbly Connect to create paths for different conditions: one for when targets are met and another for when they are not.

Set filters for each path, using conditions based on the results from the number formatter. For example, if the target is completed, send a message indicating success; if not, send a different message stating the target was not achieved.

For the ‘Target Completed’ path, check if the result equals zero. For the ‘Target Not Completed’ path, check if the result is greater than zero.

After setting up these paths, click on ‘Save’ to finalize your workflow. Your automation is now complete, and you will receive weekly reports automatically on WhatsApp without any manual intervention.

Conclusion

By following this tutorial, you have successfully set up a workflow using Pabbly Connect to receive weekly employee reports on WhatsApp automatically. This integration enhances productivity and keeps you informed about your team’s performance.