Automate Dynamic PDF Creation with Pabbly Connect: A Step-by-Step Guide

Learn how to automate the creation of dynamic PDFs using Pabbly Connect, Google Docs, and Notion. Streamline your workflow today! 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. Accessing Pabbly Connect for Automation

To begin automating dynamic PDFs, you need to access Pabbly Connect. This platform simplifies the integration of various applications like Notion and Google Docs.

First, visit the Pabbly Connect website and sign in. If you’re a new user, you can sign up for free and get 300 tasks every month to explore the software. Once logged in, you will see the dashboard where you can create workflows.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to automate the PDF creation process. Using Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow, for example, ‘Automatically Create Dynamic PDFs Using Notion and Google Docs.’
• Select a folder where your workflow will be saved.
• Click on the create button to finalize your workflow setup.

After creating a workflow, you will see the trigger and action setup options. This is where you will define how the automation will work.

3. Setting Up the Trigger with Notion

Next, you will set up Notion as the trigger application in Pabbly Connect. This means that every time a new entry is added in Notion, the workflow will be activated.

Select Notion as the trigger application and choose the event as ‘New Database Item.’ This action will capture new entries from your Notion database.

• Connect your Notion account by clicking on ‘Connect’ and then ‘Add New Connection.’
• Select the pages you want to connect and allow access.
• Select your database named ‘New Employees Details.’

Once the trigger is set, any new employee details added to Notion will trigger the workflow, allowing for automated PDF creation.

4. Creating a Document in Google Docs

Now that the trigger is set, you will create a document in Google Docs using the details from Notion. This step is crucial for generating a personalized welcome letter.

In Pabbly Connect, select Google Docs as your action application and choose the event as ‘Create Document from Template.’ This allows you to use a pre-defined template for your welcome letters.

Connect your Google Docs account by clicking ‘Connect’ and then ‘Add New Connection.’ Select your welcome letter template from Google Docs. Map the employee’s name, joining date, and job title into the respective fields.

After setting up this action, every new entry in Notion will automatically create a personalized welcome letter in Google Docs.

5. Uploading the PDF to Google Drive

Finally, you will upload the generated PDF to Google Drive. This step ensures that your welcome letters are easily accessible.

In Pabbly Connect, add another action step and select Google Drive. Choose the action event as ‘Upload File.’ This will allow you to upload the PDF file created in the previous step.

Connect Google Drive by clicking ‘Connect’ and selecting your existing connection. Map the PDF URL you received from the Google Docs response. Specify the folder ID where the PDF should be uploaded.

Once this step is completed, your automated process will be fully functional, allowing for seamless creation and storage of welcome letters for new employees.

Conclusion

By following these steps, you can automate the creation of dynamic PDFs using Pabbly Connect with Notion and Google Docs. This integration saves time and ensures consistency in your welcome letters.