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Auto Send Daily Work Reports to Managers

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating daily reports, first access Pabbly Connect. This platform allows you to integrate various applications seamlessly.

Navigate to the Pabbly website and sign in or create a free account. Once logged in, you can start building your automation workflows.

2. Creating Your Workflow in Pabbly Connect

After signing into Pabbly Connect, click on the “Create Workflow” button. This action will initiate the workflow creation process.

Select “Create from Scratch” for a custom workflow.
Choose the new beta version of the workflow builder.
Name your workflow and select a folder to save it.

After naming your workflow, click the “Create” button to proceed. This will lead you to the trigger application selection.

3. Setting Up Triggers with Pabbly Connect

In this step, you will set the trigger for your workflow using Pabbly Connect. Select “Schedule by Pabbly” as your trigger application.

Choose the event “Schedule Workflow” and set it to trigger daily at your desired time. For example, you can select 6 a.m. as the trigger time.

Specify the frequency as “Every Day”.
Select the time for the workflow to run.

Click the “Save” button to finalize your trigger settings. Your workflow is now scheduled to run automatically.

4. Integrating Google Sheets with Pabbly Connect

Next, integrate Google Sheets into your Pabbly Connect workflow. This allows you to pull task updates from your team.

Select Google Sheets as your action application and choose “Get Rows” as the event. This step will pull all relevant data from your specified spreadsheet.

Create a new connection to your Google account.
Select the spreadsheet and the specific sheet you want to pull data from.
Define the range of data you want to retrieve.

After setting up these parameters, click “Save and Send Test Request” to ensure data is being pulled correctly from Google Sheets.

5. Sending Email Reports via Gmail

Finally, you will send the daily report via Gmail using Pabbly Connect. Select Gmail as your action application and choose “Send Email” as the event.

Set up the email parameters, including the sender name, recipient’s email, subject, and content. Map the data retrieved from Google Sheets into the email body for personalization.

Fill in the sender name and recipient’s email address.
Enter a subject line for your email report.
Map the message content from the previous step.

Click “Save and Send Test Request” to send the email. Check your Gmail to confirm that the report has been sent successfully.

Conclusion

In this tutorial, we explored how to automate daily reports using Pabbly Connect. By integrating Google Sheets and Gmail, you can streamline your workflow and ensure timely updates.