Auto-Generate Resignation Letters with Pabbly Connect and Pabbly Form Builder

Learn how to auto-generate resignation letters using Pabbly Connect and Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To auto-generate resignation letters, start by accessing Pabbly Connect. First, log into your Pabbly Connect account. If you don’t have one, you can create a free account that provides 100 free automation tasks each month.

Once logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow ‘Auto Generate Resignation Letter on Resignation Form Submissions’. After naming it, click on the ‘Create’ button to proceed.

2. Setting Up the Trigger with Pabbly Form Builder

In this section, you will set up the trigger event using Pabbly Form Builder. Click on the trigger section and select Pabbly Form Builder as your application. Choose the trigger event as ‘New Form Submission’.

• Copy the webhook URL provided by Pabbly Connect.
• Go to your Pabbly Form Builder dashboard and click on ‘Integrations’.
• Under the Webhook tab, create a new webhook and paste the copied URL.
• Save the webhook and click on ‘Recapture Webhook Response’ to test the setup.

After saving, fill out the resignation form as a demo employee to capture the data. This data will be essential for the subsequent steps in your automation.

3. Generating the Resignation Letter Using Google Docs

Now that you have captured the form response, the next step is to generate the resignation letter using Google Docs through Pabbly Connect. Add a new action step and select Google Docs as the application. Choose the action event ‘Create Document from Template’.

Connect to your Google account and select the resignation letter template you prepared in Google Docs. Make sure your template includes variable tags for customization, such as employee name, position, and department.

• Map the employee’s name, position, and other details from the form response.
• Specify the folder in Google Drive where the resignation letter should be saved.
• After mapping all necessary fields, click on ‘Save and Send Test Request’ to create the document.

Upon successful execution, the resignation letter will be automatically generated and saved in the specified Google Drive folder.

4. Setting Up Email Notifications

With the resignation letter generated, the next step is to notify the HR through email. This can be done using Pabbly Connect. Add another action step and select the email application you prefer, such as Gmail.

Configure the email settings by entering the recipient’s email address (HR’s email), subject, and body of the email. You can include details about the resignation request and a link to the generated resignation letter in Google Drive.

Map the necessary fields from the form response to personalize the email. Test the email action to ensure it sends correctly. Once tested, save the workflow and activate it.

This setup ensures that HR is promptly notified whenever an employee submits a resignation request.

5. Conclusion: Automating Resignation Letters with Pabbly Connect

In this tutorial, you learned how to automate the generation of resignation letters using Pabbly Connect and Pabbly Form Builder. By setting up triggers and actions, you can streamline the resignation process efficiently.

With this automation, HR can easily manage resignation requests while ensuring timely notifications and document generation. Start using Pabbly Connect today to enhance your workflow and reduce manual tasks.