Automate Employee Satisfaction Reports Using Pabbly Connect

Learn how to automate employee satisfaction reports using Pabbly Connect with Google Forms, Open AI, and Google Sheets. Step-by-step tutorial included. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Introduction to Automating Employee Satisfaction Reports with Pabbly Connect

In this tutorial, we will explore how to automate employee satisfaction reports using Pabbly Connect. This process eliminates the tedious task of manually generating reports by integrating Google Forms, Open AI, and Google Sheets.

By leveraging Pabbly Connect, you can seamlessly collect employee feedback, analyze sentiments, and generate insightful summaries. This automation will streamline your internal surveys and enhance employee engagement.

2. Accessing Pabbly Connect for Your Automation Needs

To get started, open your browser and navigate to Pabbly Connect by typing in Pabbly.com/connect. If you are a new user, click on ‘Sign up for free’ to create an account. Existing users can click on ‘Sign in’ to access their dashboard.

• New users can sign up and get 100 free tasks monthly.
• Existing users should enter their credentials to log in.

Once logged in, you will see various Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to reach your workflow dashboard, where you can create and manage your automation.

3. Creating a Workflow in Pabbly Connect

On your Pabbly Connect dashboard, click on ‘Create Workflow’. You will be prompted to name your workflow; enter ‘Automate Employee Satisfaction Reports Using an AI Agent’. Choose a folder to save your workflow, or create a new folder if necessary.

After naming your workflow, click on ‘Create’. This will open the workflow window where you can set up triggers and actions. In this case, select ‘Google Forms’ as your trigger application and choose ‘New Response Received’ as the trigger event.

• Select Google Forms as your trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Copy the Webhook URL provided for integration.

With this setup, Pabbly Connect will listen for new responses in your Google Form, triggering the next steps in your automation.

4. Linking Google Forms with Google Sheets via Pabbly Connect

To connect Google Forms with Google Sheets, ensure your Google Form is linked to a Google Sheet. In the ‘Responses’ tab of Google Forms, select ‘View in Sheets’ to open the linked spreadsheet.

Next, go to the ‘Extensions’ tab in Google Sheets, select ‘Add-ons’, and search for Pabbly Connect Webhooks. Install the add-on if you haven’t done so already. After installation, refresh your spreadsheet to access the add-on.

Open Google Sheets and link it to your Google Form. Install the Pabbly Connect Webhooks add-on. Refresh the spreadsheet to enable the add-on functionalities.

Now, click on ‘Pabbly Connect Webhooks’ in the Extensions menu and proceed to the initial setup. Paste the Webhook URL copied from your Pabbly Connect workflow and specify the trigger column (e.g., column J) where the data will be sent upon form submission.

5. Using Open AI to Generate Employee Satisfaction Reports

After setting up the Google Forms and Sheets integration, the next step is to utilize Open AI within Pabbly Connect. Select Open AI as the action application and choose ‘Generate Summary’ as the action event.

To connect Open AI, you will need an API key. Go to your Open AI account, create a new secret key, and copy it. Paste this API key into Pabbly Connect to establish the connection.

Select Open AI as the action application within Pabbly Connect. Generate a new API key from your Open AI account. Map the input fields from the Google Form responses to generate a summary.

Once the summary is generated, add another action to update the Google Sheets with the summary. This way, every time a new response is submitted, Pabbly Connect will automatically generate and store the summary in your spreadsheet.

Conclusion

Automating employee satisfaction reports using Pabbly Connect can significantly enhance efficiency and accuracy in your reporting process. By integrating Google Forms, Open AI, and Google Sheets, you can streamline feedback collection and analysis. Implement this automation today to improve employee engagement and insights.