Automate Sending Salary Slips Monthly via Google Sheets and WhatsApp Using Pabbly Connect

Learn how to automate sending salary slips every month using Google Sheets and WhatsApp Cloud API with Pabbly Connect. Step-by-step tutorial included. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Salary Slip Automation

To automate sending salary slips every month, begin by accessing Pabbly Connect. This integration platform allows for seamless connectivity between Google Sheets and WhatsApp Cloud API.

Start by visiting Pabbly.com/connect and create a free account. Once logged in, click on the ‘Create Workflow’ button to begin setting up your automation. Name your workflow, for instance, ‘Send Salary Slips on WhatsApp,’ and click on ‘Create’ to proceed.

2. Integrating Google Sheets with Pabbly Connect

In this section, you will set Google Sheets as the trigger app in Pabbly Connect. This means that every time you add a new employee’s salary details in the sheet, it will trigger the workflow you’ve set up.

Choose Google Sheets from the app list and select the trigger event as ‘New or Updated Spreadsheet Row.’ You will receive a webhook URL that you need to connect to your Google Sheets. Follow these steps:

• Open your Google Sheets and click on Extensions.
• Select Add-ons and then Get Add-ons.
• Search for ‘Pabbly Connect Webhooks’ and install it.
• After installation, refresh your spreadsheet.

Once refreshed, click on the Pabbly Connect Webhooks option and choose ‘Initial Setup.’ Here, paste the webhook URL and set the trigger column to the last column where you will enter data (e.g., Column P).

3. Creating Salary Slips with Google Docs

Now that your Google Sheets is set up, the next step in Pabbly Connect is to create a salary slip using Google Docs. This document will pull information from the Google Sheets data you entered.

Add a new action step in Pabbly Connect and select Google Docs. Choose the action event ‘Create Document from Template.’ Connect your Google account and select the template you have prepared for salary slips. Ensure your template contains variable tags like month, employee code, and name.

• Map the employee’s details from Google Sheets to the corresponding fields in the Google Docs template.
• Provide a unique name for the generated document using the employee’s name and code.

After mapping the necessary fields, click on ‘Save and Send Test Request’ to generate the salary slip document.

4. Sharing the Salary Slip via Google Drive

After creating the salary slip, the next action in Pabbly Connect is to share the document using Google Drive. This ensures that the generated salary slip can be accessed via a shareable link.

Add another action step and select Google Drive, with the action event set to ‘Share a File with Anyone.’ Connect your Google Drive account and map the document ID from the previous step to generate the shareable link.

Once the link is generated, copy the link to use in the next step. Click on ‘Save and Send Test Request’ to ensure the link is generated successfully.

Now that the salary slip is shareable, you can proceed to send it via WhatsApp.

5. Sending Salary Slips via WhatsApp Cloud API

The final step in your automation workflow with Pabbly Connect is to send the salary slip to the employee’s WhatsApp account. For this, you will need to set up WhatsApp Cloud API.

Choose WhatsApp Cloud API from the app list in Pabbly Connect and select the action event ‘Send Template Message.’ Connect your WhatsApp Cloud account and map the required fields such as the recipient’s mobile number, the message template, and the document link.

Map the employee’s mobile number from the Google Sheets data. Include the generated PDF link in the message body.

After mapping all fields, click on ‘Save and Send Test Request’ to send the salary slip via WhatsApp. You should receive a confirmation message indicating that the slip was sent successfully.

Conclusion

In this tutorial, we explored how to automate sending salary slips every month using Pabbly Connect, Google Sheets, Google Docs, and WhatsApp Cloud API. This integration streamlines the HR process and saves valuable time.

By following the steps outlined, you can efficiently manage salary slip distribution, ensuring employees receive their slips promptly each month. Embrace automation with Pabbly Connect to enhance your workflow!