How to Create Course Certificates Automatically Using Pabbly Connect

Learn how to automate course certificate creation with Pabbly Connect, integrating Google Sheets, Gmail, and AI agents seamlessly. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To create course certificates automatically, start by accessing Pabbly Connect. Go to the Pabbly Connect website and log in to your account. If you are a new user, you can sign up for free and enjoy 100 free tasks every month.

After logging in, you’ll see the Pabbly apps window. Click on the ‘Access Now’ button for Pabbly Connect to enter the dashboard where you can create your workflow.

2. Creating a Workflow in Pabbly Connect

Once you are in the dashboard of Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner. A dialog box will prompt you to name your workflow and select a folder for it. Name your workflow something descriptive, like ‘AI Agent to Create Certificates Automatically’.

• Select a folder where you want to save the workflow.
• Click the ‘Create’ button to finalize your workflow.

After creating the workflow, you will see two sections: Trigger and Action. The trigger indicates when the automation should start, while the action specifies what should happen once triggered. In Pabbly Connect, you can set multiple actions for one trigger.

3. Setting Up the Trigger with Google Sheets

For this automation, we will use Google Sheets as the trigger. Select Google Sheets from the trigger application options in Pabbly Connect. The event to choose is ‘New or Updated Spreadsheet Row’. This setup allows the workflow to capture student data as soon as it is added to the spreadsheet.

Copy the webhook URL provided by Pabbly Connect and paste it into your Google Sheets. To do this, go to Extensions, then Add-ons, and select ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it if you haven’t done so already.

• Open your spreadsheet and go back to Extensions.
• Select Pabbly Connect Webhooks and choose ‘Initial Setup’.
• Paste the webhook URL and set the trigger column (usually the last column with data).

After setting this up, click on the ‘Submit’ button. Now your Google Sheets is connected to Pabbly Connect and will send data whenever a new row is added.

4. Setting Up Action Steps Using AI Agents and Google Slides

Next, you will set up the action steps. The first action is to generate a performance statement using an AI agent. Select OpenAI as your action application and choose the action event as ‘ChatGPT’. Click the connect button and enter your OpenAI token to establish the connection. using Pabbly Connect

Once connected, specify the AI model you wish to use (e.g., GPT-4 Mini) and create a prompt that instructs the AI to generate a performance statement based on the student details from Google Sheets. This prompt should be clear and concise, detailing what you want the AI to produce.

Map the student data fields from the previous step into your prompt. Click on the ‘Test Request’ button to generate the performance statement.

After the AI generates the statement, you can proceed to create the certificate using Google Slides. Select Google Slides as the next action application and choose ‘Create Presentation from Template’ as the action event. Map the necessary fields, including the performance statement generated by the AI agent.

5. Sending Certificates via Gmail

After creating the certificate, the final step is to send it to the student via email. For this, select Gmail as the action application and choose the action event ‘Send Email v1’. Connect your Gmail account to Pabbly Connect and map the recipient’s email address, subject, and body content.

In the email body, include a personalized message that incorporates the student’s name and performance details. Make sure to attach the certificate link generated in the previous step. Once everything is set up, click on the ‘Save and Send Test Request’ button to send the email.

Verify that the email has been sent successfully. Check your Gmail inbox to confirm receipt of the email with the attached certificate.

With this, you have successfully automated the process of creating and sending course certificates using Pabbly Connect. The AI agent, Google Sheets, and Gmail work seamlessly together to streamline your workflow.

Conclusion

Using Pabbly Connect, you can create course certificates automatically by integrating Google Sheets, AI agents, and Gmail. This automation saves time and enhances efficiency in your course management process. Start leveraging the power of Pabbly Connect today!