Automate WhatsApp Reminders for Employee Shift Timings with Pabbly Connect

Learn how to automate WhatsApp reminders for employee shift timings using Pabbly Connect. Step-by-step guide to streamline your workflow! Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Automating WhatsApp Reminders

In today’s fast-paced business environment, keeping track of employee schedules is crucial. Using Pabbly Connect, you can automate WhatsApp reminders for shift timings effortlessly. This tutorial will guide you through setting up this automation without any coding.

To get started, sign up for Pabbly Connect to access free automation tasks each month. After signing in, you will see the Pabbly Connect dashboard, where you can create your workflow for sending reminders to employees about their shift timings.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button on the dashboard. Name your workflow something relevant, like ‘Automated Shift Timing Reminders.’ This name will help you identify the workflow later.

After naming your workflow, click on the ‘Create’ button. You will see two modules: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is the automatic response to that trigger. You will set the Trigger to check for shift timings daily.

• Click on ‘Create Workflow’
• Name your workflow appropriately
• Set the Trigger to check daily for shifts

This setup ensures that the workflow will automatically send reminders based on the shift timings specified in your Google Sheets.

3. Connecting Google Sheets with Pabbly Connect

After creating the workflow, the next step is to connect Google Sheets to Pabbly Connect. This integration allows the workflow to fetch employee details and shift timings from your spreadsheet. Choose the Google Sheets application and select the action event as ‘Get Rows.’

Click ‘Connect’ and authenticate your Google account to allow Pabbly Connect access to your sheets. Once connected, select the spreadsheet containing your employee data and specify the range of data you want to fetch. This is typically the rows containing employee names and their respective shift timings.

• Select Google Sheets as your application
• Choose ‘Get Rows’ as the action event
• Authenticate your Google account
• Select the relevant spreadsheet and data range

By fetching this data, Pabbly Connect can iterate through each employee’s details and send reminders accordingly.

4. Setting Up the Reminder Logic in Pabbly Connect

Once the data from Google Sheets is fetched, the next step is to set up the logic for sending reminders. Use the ‘Iterator’ feature in Pabbly Connect to process each employee’s data one by one. This feature allows the workflow to check each employee’s shift timings against the current date.

Next, apply the ‘Date Time Formatter’ feature to subtract days from the shift dates so that reminders can be sent two days prior. This ensures that employees receive their shift reminders in a timely manner. After formatting the date, use the ‘Filter’ option to check if the current date matches the adjusted shift date. If it does, the reminder will be sent.

Use the Iterator feature to process employee data Apply Date Time Formatter to adjust dates Set up a Filter to check date conditions

This logical setup ensures that only employees with upcoming shifts receive reminders, streamlining the communication process.

5. Sending WhatsApp Reminders Using Pabbly Connect

Finally, to send WhatsApp reminders, integrate the WhatsApp API through Pabbly Connect. Search for the WhatsApp application in the action step and select the relevant action event to send a message. Connect your WhatsApp account by providing the necessary API key.

Map the employee’s WhatsApp number and the message template you’ve created in the WhatsApp application. This template should include placeholders for employee names and shift timings, allowing for personalized messages. Once everything is set up, test the workflow to ensure reminders are sent correctly.

Integrate WhatsApp API with Pabbly Connect Map employee details to the message template Test the workflow to confirm functionality

With this integration, Pabbly Connect automates the entire process of sending WhatsApp reminders to employees, ensuring they are always informed about their shift timings.

Conclusion

In conclusion, automating WhatsApp reminders for employee shift timings using Pabbly Connect is an efficient way to streamline communication. By following the steps outlined in this tutorial, you can ensure that your employees receive timely notifications about their shifts effortlessly.