Automate Sending Salary Slips on WhatsApp with Pabbly Connect

Learn how to automate sending salary slips on WhatsApp using Pabbly Connect, Google Sheets, and Interakt for seamless HR operations. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WhatsApp Automation

To automate sending salary slips on WhatsApp, you need to use Pabbly Connect as your automation platform. Start by signing up for a free account on the Pabbly Connect website. Once signed in, access the dashboard to begin creating your workflow.

Click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Send Salary Slips on WhatsApp’. After naming, click on the ‘Create’ button to proceed. In this workflow, the trigger will be a new or updated row in Google Sheets, which will initiate the process of sending salary slips.

2. Integrating Google Sheets with Pabbly Connect

In this step, you’ll set Google Sheets as the trigger application in Pabbly Connect. Select ‘Google Sheets’ and choose the trigger event as ‘New or Updated Spreadsheet Row’. This action will monitor the specified Google Sheets for any new entries.

• Open your Google Sheets in incognito mode to avoid account conflicts.
• Install the ‘Pabbly Connect Webhooks’ add-on from the Google Workspace Marketplace.
• Paste the webhook URL from Pabbly Connect into the add-on’s setup.

Once the setup is complete, perform a test submission by adding sample employee data in the specified columns. This will ensure that Pabbly Connect captures the data correctly and triggers the next steps in the workflow.

3. Creating a Salary Slip Template in Google Docs

Now that Google Sheets is set up, the next step is to generate a salary slip using Google Docs through Pabbly Connect. Select ‘Google Docs’ as the action application and choose the action event ‘Create Document from Template’. This allows you to use a pre-defined template for the salary slip.

Log in to your Google account that has access to the salary slip template. Choose the template you created earlier and provide a name for the new document. You can structure the document name as ‘Salary Slip of [Employee Name]’ by mapping the employee’s name from the Google Sheets data.

• Map the placeholders in your template to the corresponding fields from Google Sheets.
• Make sure to save the document in a specific Google Drive folder for easy access.

After setting up the document creation, test the action to ensure that a new salary slip document is generated successfully with the correct data.

4. Sharing the PDF Link through WhatsApp with Interakt

Once the salary slip document is created, the next step is to share it via WhatsApp using Interakt through Pabbly Connect. Add a new action step and select ‘Google Drive’ to share the file. Choose the action event ‘Share a File with Anyone’ to generate a shareable PDF link for the salary slip.

Map the document ID generated in the previous step to the file ID field in this action. This will allow Pabbly Connect to access the newly created salary slip document. After generating the shareable link, you can now set up the integration with WhatsApp.

Select Interakt as the action application and choose the action event ‘Send WhatsApp Template Message’. Map the employee’s phone number and the PDF link to the respective fields in the message template.

Finally, send a test message to verify that the salary slip is sent correctly to the employee’s WhatsApp number.

5. Conclusion

By following these steps, you can efficiently automate sending salary slips to employees on WhatsApp using Pabbly Connect. This integration streamlines your HR processes, saving time and effort each month. Simply update your Google Sheets with employee details, and the system will handle the rest automatically.

This tutorial highlights the power of Pabbly Connect in automating essential business tasks, ensuring that you keep your employees informed and engaged without manual intervention.