Creating Google Docs Reports from Typeform Feedback Using Pabbly Connect

Learn how to automate the creation of Google Docs reports from Typeform feedback using Pabbly Connect. Step-by-step guide included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating the creation of Google Docs reports from Typeform feedback, you first need to access Pabbly Connect. Go to the website and either sign in or create a free account. New users receive 100 free tasks to explore the platform.

Once logged in, navigate to the dashboard. Click on the ‘Create Workflow’ button located at the top right corner. This action will allow you to initiate the integration process between Typeform and Google Docs using Pabbly Connect.

2. Setting Up the Workflow in Pabbly Connect

In this section, we will set up the workflow to connect Typeform with Google Docs. After clicking ‘Create Workflow’, choose a meaningful name, such as ‘Create a Google Docs Report from Typeform Feedback’. You can also select a folder to keep your workflows organized.

• Click on the ‘Create Workflow’ button.
• Select your preferred workflow builder version.
• Name your workflow appropriately.

After successfully creating the workflow, you will be prompted to set up a trigger. Select Typeform as your trigger application and choose ‘New Entry’ as the event. This means the workflow will activate each time a new feedback form is submitted. Remember to always use Pabbly Connect to facilitate this integration.

3. Connecting Typeform to Pabbly Connect

To connect your Typeform account, click on the ‘Connect’ button. If this is your first time connecting, select ‘Add New Connection’. You will be redirected to log in to your Typeform account. Once logged in, accept the permissions to allow Pabbly Connect to access your Typeform data.

Next, select the specific feedback form you want to use for this automation. If you haven’t created a form yet, you can do so directly from your Typeform account. After selecting your form, click on ‘Save and Send Test Request’ to capture a test response. This step is crucial for ensuring that Pabbly Connect is properly receiving data from Typeform.

4. Creating Google Docs Reports with Pabbly Connect

Now that Typeform is connected, the next step is to create a report in Google Docs. Click on the plus button next to the trigger step to choose Google Docs as your action application. Select the action event ‘Create Document from Template’. This action will generate a new document each time a feedback form is submitted.

• Choose ‘Create Document from Template’ as your action event.
• Connect your Google Docs account by selecting ‘Add New Connection’.
• Select the template you want to use for the report.

After connecting your Google Docs account, you will need to choose a template that you have already created. This template should contain dynamic fields that will be filled with responses from the Typeform feedback. Ensure you map the fields correctly to allow Pabbly Connect to pull the correct data into the document.

5. Finalizing the Automation and Testing

Once you have set up the template and mapped the fields, it’s time to finalize the automation. Click on the ‘Save and Send Test Request’ button to create a test document in Google Docs. This step will show if everything is working correctly.

Check your Google Docs account to see if the document was created successfully with the details from the Typeform submission. If the document appears with the correct information, your workflow is complete! You can now automate the process of generating Google Docs reports from Typeform feedback using Pabbly Connect.

Conclusion

In this tutorial, we explored how to create Google Docs reports from Typeform feedback using Pabbly Connect. By following the steps outlined, you can streamline your feedback process and automate report generation effortlessly. This integration enhances efficiency and saves time in managing feedback data.