How to Automate Employee Work Anniversary Messages using Pabbly Connect

Learn to automate employee work anniversary messages using Pabbly Connect, integrating Google Sheets, Gmail, and more for seamless communication. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate employee work anniversary messages, start by accessing Pabbly Connect. This powerful integration platform allows you to connect various applications effortlessly, requiring no coding skills.

Visit Pabbly.com/connect and sign in to your account. If you are a new user, you can sign up for free, which includes 100 tasks monthly. Once logged in, navigate to the Pabbly Connect dashboard.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Automate Employee Work Anniversary Messages’.

• Select the folder where you want to save this workflow.
• Click on ‘Create’ to proceed.

Your workflow is now created, and you will see two sections: Trigger and Action. The trigger will initiate the workflow when a specific event occurs.

3. Setting Up the Trigger with Google Sheets

The trigger for this workflow is set up using Google Sheets. In the trigger section, select Google Sheets as the application and choose the event as ‘New Spreadsheet Row’. This will allow the workflow to activate whenever a new row is added to your sheet.

Next, connect your Google Sheets account to Pabbly Connect. You will need to authorize Pabbly to access your Google Sheets. After connecting, select the spreadsheet that contains your employee data.

4. Generating Work Anniversary Messages with OpenAI

Once the trigger is set, the next step is to generate personalized anniversary messages using OpenAI. In the action step, select OpenAI as your application and choose the event ‘Generate Text’. using Pabbly Connect

• Map the employee details such as name, department, and years completed from the Google Sheets data.
• Enter a prompt that specifies the tone and content of the message.

After setting up the prompt, test the action to ensure that the messages are generated correctly. This step is crucial for ensuring that your employees receive a warm and professional message on their work anniversaries.

5. Sending Emails via Gmail

Finally, set up the action to send the generated messages through Gmail. In the action section, select Gmail and choose ‘Send Email’ as the event. Connect your Gmail account to Pabbly Connect and authorize the necessary permissions.

Fill in the recipient’s email address, subject line, and the body of the email using the generated message from OpenAI. Once all details are in place, click on ‘Save & Send Test Request’ to send a test email to ensure everything works smoothly.

Conclusion

By following these steps, you can efficiently automate employee work anniversary messages using Pabbly Connect. This integration not only saves time but also ensures that your employees feel appreciated on their special day.